Portfolio Monitoring

PORTFOLIO PATROL™ provides state of the art, customized, essential tools to assist our clients in meeting their fiduciary duties.  Wolf Haldenstein clients enjoy:

  • Online access to our secure database, with the ability to view and download case summaries (in both chronological and alphabetical format) 24/7;
  • Comprehensive web-based reports highlighting estimated losses, as well as New Actions and Estimated Losses for pending actions;
  • Clients who decide to serve as a plaintiff or representative party in an action may view and download all significant court filings and update letters for that particular case;
  • Web-based Analysis Tool enabling the calculation of estimated losses for a particular U.S. equity;
  • Daily Updates – how are the Fund’s investments affected? You will know in real time!
  • Quarterly Reports allowing the Fund to see a summary of new actions and settlements;
  • Clients stay up-to-date on the latest developments in Securities Litigation with the News function, and can also easily monitor upcoming claims deadlines;