ForensisGroup provides financial experts in many subspecialties, including Mutual Funds Expert Witnesses and Consultants.
A mutual fund has several moving parts, and you will want to ensure that your expert can address all of them. A mutual fund consists of a pool of funds collected from many investors to invest in securities—stocks, bonds, money market instruments, and other assets. The funds are coordinated by money managers, who are tasked with producing revenue for the fund’s investors.
If you have an issue concerning a mutual fund, you will want an expert that has an extensive background in all types of securities and investing. These can include delegated money management, asset pricing, growth potential, and pricing strategies. In addition, a ForensisGroup Mutual Fund Expert will be able to articulate the fiduciary duties and obligations of a mutual fund’s money manager. The expert will be able to apply SEC and FINRA Standards of Conduct and opine as to whether an advisors breached any duty owed to investors.
Mutual Fund Expert Witnesses have consulted in cases based upon their significant experience in investment product suitability, fund manager performance and due diligence, and fund investment schemes and portfolio theory. Many mutual fund experts focus on investment analysis and the decision-making processes, asset allocation, diversification, and risk control.
These experts have passed industry exams and have SEC Series Licenses.
Engage a mutual fund expert witness who is able to assist you will all aspects of investing. Submit An Expert Request Form or call us at 1-800-555-5422.
