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Rebecca Roby on Best Practices for Global Trademark Portfolio Management

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Rebecca Roby on Best Practices for Global Trademark Portfolio Management

by Hayley Chowdhry
August 26, 2025
A A
Rebecca Roby on Best Practices for Global Trademark Portfolio Management

© Priscilla Du Preez

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Strong brands carry weight in every market. As businesses move across borders, the stakes for managing trademarks rise. Legal executive Rebecca Roby uses her proven track record in intellectual property and marketing law to explore how well-organized global trademark portfolio management turns abstract brand value into a shield against imitation and confusion.

Maintaining control over trademarks is foundational for long-term growth and stability. International expansion invites both opportunity and risk. Each new region introduces its own legal systems, business cultures, and enforcement standards.

Without a clear plan, companies can lose their grip on brand identity, face costly disputes, and risk seeing years of investment eroded by copycats or errors. A careful strategy allows companies to guard their brands as they scale up internationally.

Building a Strong Global Trademark Portfolio

Clear processes and rules lay the groundwork for an effective trademark portfolio. Taking shortcuts or using a scattershot approach will create gaps and trouble down the road. Protection starts with basic steps, from confirming that marks are available to choosing where to file. Discipline here avoids wasted time, reduces surprises, and strengthens brand safety.

A trademark search is the first filter for reducing risk. Before entering a new market, companies need to check if brand names, logos, and taglines are already in use or registered. This means reviewing trademark registers, business names, and even common law marks in each country.

“No company wants to file for a new mark only to face an objection or, worse, a costly legal battle,” says Rebecca Roby. “Looking deeply into both local and international registers uncovers obvious and hidden conflicts, giving brands a snapshot of their chances of approval.”

A good search process uncovers similar-sounding marks, translations, and even visual likenesses that might confuse customers. Search quality sets the tone for every step that follows.

Skipping this step can waste money, endanger planned launches, and even force costly rebranding or product withdrawal. While basic searches can be done in-house, trained trademark professionals with local experience will add layers of insight and help catch subtle risks.

Companies operate in a world of limited resources. The right approach to trademark filings blends current business needs with future growth plans. Filing in every country is rarely practical or cost-effective. Instead, businesses should target registrations first in markets where they already sell, manufacture, or plan to expand soon.

Regions with high levels of counterfeiting or trademark squatting, like parts of Asia or Latin America, often make early filings a wise move. As a rule, companies should map out core and secondary markets, including countries with online sales exposure.

Factors such as local competition, consumer size, reputation risk, and likelihood of copycats should guide choices. When planning which marks to protect, consider both words and logos, as well as any slogans or packaging designs that play an important role in brand identity.

International trademark systems offer shortcuts for brands with cross-border ambitions. The Madrid Protocol, for instance, allows applicants to file a single application and request protection in more than one country. This saves time and reduces paperwork, especially as a business grows.

Still, despite the efficiency of international treaties, a one-size-fits-all route can be risky. Some countries need separate legal steps, have unique examination standards, or may not be party to certain treaties. Understanding the pros and cons of international filings versus national applications is crucial.

Notes Roby, “Large portfolios often follow a mixed plan, using treaties for broad coverage but targeting key markets with direct filings where extra care or local expertise is needed. A sound documentation system tracks all filings, key contacts, and updates across regions.”

Maintaining, Monitoring, and Enforcing Trademark Rights

Securing a trademark registration is not the finish line. Trademarks must stay active and visible, with ownership uncontested and value preserved over time. Complacency creates openings for competitors or bad actors to chip away at once-secure rights. Constant attention and planned enforcement help head off trouble before it grows.

Trademark registrations need regular maintenance to survive. Failing to meet renewal deadlines or to file required paperwork can result in loss of rights. Timely action protects investments and keeps brands in the hands of their rightful owners.

Given the number of registrations in global portfolios, manual tracking often leads to mistakes. Many businesses now use trademark management software or trusted service providers to track renewals and manage supporting documents. This includes keeping certificates, power of attorney forms, and a log of official communications. Well-kept records allow for quick responses to challenges, audits, or disputes.

A company’s logo or slogan may be copied in any country where demand for its products exists. Spotting trademark misuse before it spreads is a core part of brand defense. Regular market and register watching lets businesses act against imitators, squatters, and confusingly similar marks.

Monitoring happens on two main fronts. First, regular checks of official registers reveal new applications that might conflict with existing rights. Second, tracking online and offline markets, including e-commerce platforms, identifies unauthorized uses that may not show up in public records.

Specialist services often deliver custom reports and alerts whenever a risky mark or product appears. Quick detection makes it easier to oppose applications or stop infringers before they do real harm.

Even with the best preparation, brand owners may face legal or administrative disputes over their marks. That’s when assertive action helps preserve trademark value and reputation.

“Enforcement can mean sending cease and desist letters, filing administrative complaints, or beginning legal proceedings against copycats and infringers,” says Roby.

Each type of action carries different demands. Simple cases may need only a warning letter, which often convinces wrongdoers to back down. More complex issues in foreign countries might call for expert local counsel. In some jurisdictions, administrative bodies like customs or online marketplace operators can act quickly to remove infringing goods or listings.

Strategic use of enforcement tools, matched to the seriousness and setting of the threat, lets brand owners stop harm and build a record of defending their rights, like deterring future infringement.

Defending rights in international markets can feel like a never-ending contest, but staying alert and firm keeps the brand at the center of consumer trust. Global trademark portfolio management is an ongoing commitment built on preparation, strong records, and regular action. The most resilient portfolios begin with thorough research, guided filings, and clear priority setting.

They grow stronger through constant maintenance, market monitoring, and the will to defend what matters. Brands are among a business’s most recognizable assets. Without protection, they’re open to imitation and misuse that can damage trust and profit.

By applying structured and well-planned management practices, companies position themselves to stand out in crowded global markets. Consistent attention to trademarks is a pledge to preserve the reputation and unique value that a brand represents, wherever business takes it.

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