Motley Rice HOME

Portfolio Monitoring Service

Motley Rice’s Portfolio Monitoring Service tracks all U.S. securities fraud class actions and cross-references each investor’s portfolio with all new actions, pending litigation, and settlements. If an investor has sustained material losses as a result of a stock’s precipitous price decline caused by the disclosure of fraud, we conduct a more detailed analysis of potential claims and advise the investor on possible litigation strategies.

We offer this securities fraud analysis and litigation service to institutional investors, such as public, private, and union pension funds, and to individuals with large portfolios. These services can play an important role in helping investors identify and respond to securities fraud and situations in which a shareholder derivative lawsuit or a direct class action in the merger-and-acquisition context may be appropriate.

Subscriber Benefits

Our service provides investors information on how pending and potential securities class actions and other shareholder cases can affect them, when settlement funds are available, and how to seek a distribution from the settlement fund if they are eligible. We provide regular reports to subscribers and offer secure web-based access so that  trustees, staff, and legal counsel can review how the subscriber’s portfolio is affected by current securities litigation. Our online Portfolio Monitoring Service features:

  • online access to detailed descriptions of transactions and losses as related to specific litigation 
  • 24/7 access to case descriptions and electronic dockets 
  • links to claims forms, notices of settlements and other key documents 
  • email alerts of new actions and settlements, upon request

Navigating Securities Litigation

Motley Rice advises subscribers on cases that matter, analyzing potential losses, the merits of the claims, and whether taking a leadership role in the litigation makes sense for the subscriber. If we recommend that a subscriber take an active role in a case, we will discuss the various factors for consideration. The subscriber will then make the ultimate decision as to whether to become involved and who it will select as legal counsel.

Our Portfolio Monitoring Service operates with the following goals: 

  • to provide subscribers with the factual and legal insight needed to make informed decisions about legal strategies regarding its investments
  • to protect the subscriber’s interests while saving time and money 
  • to advise that a subscriber take a leadership role only in the most appropriate cases

Enrollment

To learn more about Motley Rice’s Portfolio Monitoring System or discuss enrollment, contact attorney Marlon Kimpson by email or call +1 800.768.4026.