FUND MANAGEMENT

Fideres has been retained in an expert capacity on disputes related to wrongful conduct within the fund management industry that have resulted in losses to consumers and institutional investors. Our works includes identifying evidence of closet indexing by fund managers in Canada, the US and Europe and breaches of investment policies and guidelines by fund managers. Sample cases include:

AAA

  • Closet-indexers excessive management class action against TD Asset management, Canada – expert appointment to develop evidence of misrepresentation, VLC-S-S-194222

  • Closet-indexers excessive management class action against RBC asset management, Canada – expert appointment to develop evidence of misrepresentation, VLC-S-S-193820

  • Misrepresentation of fund’s liquidity prior to suspension ETF’s funds liquidity, US – expert appointment to identify evidence of misrepresentation in the management of the fund, CV-20-00646401-00CP

  • Closet-indexers excessive management class action against TD Asset management, US – expert appointment to develop evidence of misrepresentation, Hays vs American Century Capital, 3:21-cv-08625-CRB