In determining suitability, C/P/R considers the strength of the case, the client's losses, as well as the client's expressed interest in certain corporate governance or fraud issues.

On any potential matter, the firm sends a brief letter to the client that details the relevant issues and, if the client is interested in discussing the matter in more detail, C/P/R can then arrange to meet with them to discuss the potential case. On making its recommendation, C/P/R will consider all options, including whether the client should pursue lead plaintiff status in a class case, bring an independent action, monitor pending litigation, or consider some type of corporate reform action.

C/P/R works closely with clients to determine their level of involvement, manages clients' time commitment to a case, and always keeps clients informed of the progress of litigation and the upcoming court and filing dates and settlement negotiations. By making the decision to monitor security fraud cases and take action in those it deems appropriate, the institutional investor visibly demonstrates its fiduciary commitment to the long-term interests of the plan participants.