The Art of the Recovery

Maximizing Portfolio Returns through Class Actions and Foreign Withholding Tax Reclamation

The Art of the Recovery
The Art of the Recovery

Please join ISS Securities Class Action Services and GlobeTax for a discussion on the complex topic of asset recovery.

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.

This event will be led by both Jeff Lubitz, Executive Director & Head of ISS Securities Class Action Services, and Len Lipton, Managing Director of Sales for GlobeTax.


Wednesday, November 28

11:30 am EST | 8:30 am PST
4:30 pm GMT | 5:30 pm CET

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