INSTITUTIONAL INVESTORS

PORTFOLIO MONITORING

Sometimes events occur which have a negative impact on the value of an institutional investor’s portfolio. When such events occur, Abbey Spanier knows that it is important for the institution to take whatever steps it deems appropriate and necessary to help recover some of its losses. In this regard, Abbey Spanier's monitoring services will allow you to make an informed decision about the course of action that is in the best interest of the institution and its plan participants. The Firm's goal is to provide the best and most efficient monitoring services to yield optimum results for the institutional investor.

Abbey Spanier's Portfolio Monitoring Team conducts pre-suit factual investigation and legal research, monitors existing clients' portfolios, reviews breaking news, and makes strategic determinations concerning filing a lawsuit. The Portfolio Monitoring Team scrutinizes the financial markets every day by reviewing company press releases, SEC filings, news reports, industry and company analyst reports, pertinent Internet websites, Internet message boards, SEC regulations and proposals, accounting pronouncements, developments in state and federal law and unusual stock price movements.

Abbey Spanier is fully equipped with access to multiple electronic news media to permit each team member to quickly research and investigate a new matter. We employ, when necessary, forensic accountants and investigators to determine the cause of the decline in value of our clients' investments. As a result, Abbey Spanier is capable of providing an initial analysis of a potential new matter within a very short time frame.