Institutional Investors
Purpose-built services for pensions, funds, and global asset owners. Minimal friction. Clear reporting. Results that align with fiduciary objectives.
Noel Chandonnet, Jr.
Director
Portfolio Monitoring
The Rosen Law Firm, P.A. provides individualized portfolio monitoring services to public and union pension funds, Taft Hartley, mutual funds, hedge funds, endowments and family offices, both domestically and overseas. Our personalized approach to portfolio monitoring identifies potential recoverable losses for our institutional clients’ portfolios due to corporate fraud and misconduct. The institutional portfolio monitoring effort is headed by a veteran of 35 years on Wall Street specializing in equity and derivative securities, and utilizes ISS Securities Class Action Services to analyze investor trades in affected securities and calculate losses.
By keeping our clients informed of their potentially recoverable losses, we enable them to be proactive in assessing their legal rights and remedies. We are dedicated to the shareholder rights of our institutional and pension fund clients, as guardians of their beneficiaries’ retirement funds.
We welcome questions from pension trustees, portfolio managers, and professional organizations about our loss monitoring and litigation services.
Litigation Services
From initial evaluation through resolution, our team focuses on results and efficient execution. We help clients weigh litigation pathways and pursue the most effective approach for shareholder recovery.
- Experience in securities class actions and opt-out matters
- Practical assessments on venue, leadership, and strategy
- Clear communication and case updates tailored to committee needs
Litigation Services
From initial evaluation through resolution, our team focuses on results and efficient execution. We help clients weigh litigation pathways and pursue the most effective approach for shareholder recovery.
- Experience in securities class actions and opt-out matters
- Practical assessments on venue, leadership, and strategy
- Clear communication and case updates tailored to committee needs
Global Client Services
We work with sovereign funds, pensions, mutual funds, and family offices worldwide. Our processes simplify participation in U.S. actions and align with global governance requirements.
- Support for cross‑border investors participating in U.S. markets
- Streamlined onboarding and documentation across jurisdictions
- Coordinated scheduling to match institutional workflows and time zones
Corporate Governance
Beyond monetary recovery, we emphasize governance improvements that benefit long‑term shareholders. We collaborate with clients to surface lessons learned and support policy enhancements.
- Focus on oversight, transparency, and remedial measures
- Board- and committee‑level reporting options
- Insights to support stewardship policies
Download the Institutional Investor White Paper
An executive overview of monitoring workflows, litigation options, and governance outcomes.
Read the White Paper