Mutual fund families and advisors have encountered challenges to portfolio management, customer trading, and fees, among other topics.

Deep institutional knowledge combined with detailed trading analysis can shed light on conduct, market practice, price impact, and damages. Brattle experts have worked extensively on mutual funds and can deliver rigorous analyses grounded in mutual fund practice.

Hedge funds encounter disputes with investors, lenders, and service providers, in addition to regulatory scrutiny. Brattle experts have aided hedge fund management in confronting a wide range of inquiries and allegations in courts, at arbitration, and before regulators.