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Breach of Fiduciary Duty & Breach of Contract

Litigation Support- Lawsuit involving breach of fiduciary duty by asset manager for a large domestic asset management firm

Assisted expert in providing expert testimony and calculated damages to pension plan. Work involved review of manager adherence to policies and procedures, fair and equitable treatment of clients, asset pricing, duty to inform, adherence to client’s written investment policy statement, prudence in portfolio management, and portfolio diversification. Additional work involved reconstructing thousands of transactions and developing proprietary software to analyze data.