Our innovative analytics suite allows our clients to monitor, run realtime event studies and produce detailed reports on the market efficiency of selected Russell 3000 securities. Click here to request access.

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FIDUCIARY REPORTS

Fideres has developed an online reporting solution that can be used by ERISA plan fiduciaries, as part of a process, to determine whether it is “prudent” for a 401k plan or other employee saving scheme to invest in the employer’s own stock.

Benefits to Fideres' clients include:

  • Aligns with the guidelines arising from the Supreme Court’s ruling
  • Developed in conjunction with legal experts and tested by a leading practice of Fiduciary Services
  • Simplifying compliance with upcoming regulatory changes for independent fiduciaries
  • Efficient, objective and cost effective way to help perform the fiduciary duties under ERISA

Key features include:

  • On-demand and scheduled reports
  • Detailed stock analysis with Industry and broader Russell 3000 statistical comparisons
  • Detailed PDF reporting

Click here to access Fideres Analytics

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EVENT STUDIES

Fideres provides online access to an interactive event studies platform to estimate class-wide damages for 10b5 (fraud involving securities) cases on each of the Russell 3000 constituents.

Benefits to Fideres' clients include:

  • Estimation of class-wide damages to identify viable cases in terms of overall class damages
  • Estimation of individual plaintiffs' damages
  • Loss causation analysis
  • Time saving: focus on stocks with statistically significant price movements

Key features include:

  • Bespoke event studies covering required class period
  • Detailed analysis of stock movements
  • Detailed PDF reporting

Click here to access Fideres Analytics

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SECURITIES MONITOR

On a daily basis, Fideres monitors the top 3000 stocks in the U.S. for potential cases of securities fraud. We generate a “Daily Securities Monitor” which streamlines identification of potential securities fraud cases.

Benefits to Fideres' clients include:

  • Identification of stocks with statistically significant price drops
  • Targeted company news screening to help identify potential securities fraud
  • Calculation of post regression market capitalisation drop to allow estimation of damages

Key features include:

  • Tailored daily report delivered by email
  • Detailed PDF reporting

Click here to access Fideres Analytics

If the adviser cannot obtain adequate information about the investments, expenses and/or services in the plan, it would be difficult, if not impossible, to make and document that analysis