In both the Harris and Ameriprise mutual fund matters, CRA was retained as an expert witness. Our experts developed a methodology that considered integrated IT, internal accounting and regulatory control, cost accounting, and management systems to demonstrate that the fees met the Gartenberg standards. Our methodology can also help boards of trustees determine the fairness of fees and demonstrate fee rationale in negotiations with mutual fund advisers.
2024 International Arbitration review: Updates and trends
Dear Clients and Friends, Our activities in 2024 reflected ongoing trends from 2023 and emerging forces affecting the landscape for investors and companies...