The Art of the Recovery

NOVEMBER 2, 2018

Asset managers must keep track of, plan for, and strategize about multiple factors to ensure they are maximizing returns on client investments. However, by focusing narrowly on the ups and downs of the market, it is possible to overlook operational-based strategies for enhancing return on investment (ROI). Two services in particular, securities class action settlements and foreign withholding tax recovery, provide managers an opportunity to secure additional returns on domestic and international portfolios. By pursuing these entitlements, managers can annually improve performance by tens of basis points while upholding fiduciary responsibility.

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