ForensisGroup Model-Based Investment Products Expert Witnesses are specialists in this approach to investing that provides an investor with analysis in structured investing using model portfolios. A model portfolio is a diversified system of mutual funds that are collected to provide an expected return with an associated amount of risk.
Model portfolios are promoted to permit a client to optimize efficiencies and systematize processes and reduce the number of investments tracked.
Our experts are called upon to assist in cases with the Securities and Exchange Commission (SEC) where there are disputes between investment firms and their retail investors concerning representations of managed mutual funds and faulty investment models developed the firm’s analysts. Firms have been alleged to have failed to disclose fundamental errors in their proprietary funds, and firms have negligently relied on attestations and faulty investments histories from unaffiliated investment advisers.
Our experts review analysts claims and hypotheticals, their testing methods and results, as well as fund performance track records.
If our selection doesn’t include the Model-Based Investment Products expert witness you’re looking for, please contact our office, and we’ll assist you in locating the right expert for your case, as well as provide you with an initial case consultation at no cost. And because our experts don’t pay a fee to be listed, we can recruit only the most trusted and credible experts based on a rigorous screening process. Contact us to learn more and retain a highly-qualified expert witness for your case.
