Institutional Investors

Free Portfolio Monitoring Service

Helping You Fulfill Your Fiduciary Responsibilities With Our Free Portfolio Monitoring Service
As fiduciaries, pension and welfare fund trustees have been entrusted – and are required by law – to protect and maximize fund assets. Each year, corporate fraud and malfeasance deplete union members’ hard-earned dollars. Let us help you fulfill your fiduciary duties and put money back into the hands of your hard-working members.

Portfolio Monitoring and Asset Recovery Program

HRS&C’s Portfolio Monitoring and Asset Recovery Program Works as Hard as You Do
HRS&C has the technology and resources to monitor your stock and fixed income
investments, identify investment losses and the legal expertise to analyze your portfolio for exposure to securities fraud and losses due to acts of corporate malfeasance. HRS&C’s proprietary portfolio monitoring program tracks your pension and welfare fund assets 24 hours a day, 7 days a week, 365 days a year. When the latest securities fraud or corporate scandal causes your hard-earned assets to plummet – our monitoring program provides you with all the information you need to make a timely, informed decision on how to start recovering your lost assets.

Portfolio Monitoring Benefits

Helping You Fulfill Your Fiduciary Responsibilities With Our Free Portfolio Monitoring Service
As fiduciaries, pension and welfare fund trustees have been entrusted – and are required by law – to protect and maximize fund assets. Each year, corporate fraud and malfeasance deplete union members’ hard-earned dollars. Let us help you fulfill your fiduciary duties and put money back into the hands of your hard-working members.

Why You Require Our Services

Listen to the U.S. Dept. of Labor, Courts, Congress and Your Peers You Need HRS&C’s Services
“Not only is a fiduciary not prohibited from serving as a lead plaintiff, the Secretary believes that a fiduciary has an affirmative duty to determine whether it would be in the interest of the plan participant to do so … It may not only be prudent to initiate litigation, but also a
breach of a fiduciary’s duty not to pursue a valid claim.”
U.S .Dept. of Labor, Amicus brief filed in Bragdon v. Telxon (N.D. Ohio)

“Through the PSLRA, Congress has unequivocally expressed its preference for securities fraud litigation to be directed by large institutional investors.”
Chief Judge Buchmeyer, Gluck v. Cellstar (N.D. Tex.)

“The International Brotherhood of Teamsters pension and health and welfare trusts collectively hold nearly $100 billion in assets. Trustees of these funds have a responsibility to
monitor and act in the interest of advancing sound corporate governance and policies that build long-term value. Teamster pension fund trustees can impact and enhance corporate accountability by joining with other Teamsters trustees, shareholders and institutional investors to ensure that corporate America is responsive to the needs of hardworking Teamster members.”
International Brotherhood of Teamsters, Capital Strategies Dept.

“Pension funds benefit from free portfolio monitoring services offered by plaintiffs’ firms to pension funds and other institutional investors.”
PricewaterhouseCoopers, “Securities Litigation Update – The Pension Fund Factor”

Oversight of Claims Administration

Oversight of Claims Administration Prevent Unclaimed Recoveries
Don’t Merely Rely on Your Custodians Bank to File Proof of Claim Forms – a recent academic study by Professors James D. Cox and Randall S. Thomas determined that two-thirds of institutional investors donot file class action claim forms – leaving billions of dollars unclaimed.
After a settlement is announced in which your fund has suffered losses – HRS&C will oversee the claims administration process to maximize your
recovery at no cost.