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CRP in the News
July 2010

 


Rogerscasey Reaches $10 Billion in Discretionary Asset Programs

Strategic New Hire to Help Build Firm's Multi-Manager Business


(DARIEN, CT - July 20, 2010) -Rogerscasey, a global investment solutions firm that serves institutional and high net-worth investors, reached $10.0 Billion in discretionary assets under management as of June 30, 2010. The milestone reflects the growth that Rogerscasey has realized in serving an increasing number of institutional investors who have decided to outsource their investment programs. To further this growth, the firm recently hired Robert Zeidman, a former managing director at Wilshire Associates, as a dedicated business development director to round out the firm's up and coming multi-manager team.

"We are very excited at the growth we have seen in client relationships where we have taken on discretionary and fiduciary responsibilities," said Rogerscasey CEO Tim Barron. "Rogerscasey is focused on giving clients the best chance of achieving success with their investment programs whether it is helping them invest in a hard-to-implement asset class, or take on day to day investment responsibilities so a plan sponsor can focus on core competencies. Discretionary engagements are becoming more prevalent in our service delivery at Rogerscasey."

To help build on this success to date, Robert Zeidman will be developing the firm's multi-manager business with new institutional clients on a national scale. At Wilshire Associates, Zeidman was most recently responsible for business development of the firm's general investment consulting services. In 2008 he started his own third-party marketing firm where he assisted both asset managers and investment technology firms in their sales and marketing campaigns.

Discretionary asset programs are investment engagements where clients outsource significant additional investment activities to an investment consultant. Through this type of a relationship, institutional investors leverage Rogerscasey's ability to select and replace investment managers, manage cash flows and investment operations, manage asset allocations and rebalancing, and organize governance and oversight of the investment portfolios. In some cases, Rogerscasey actively oversees a portfolio of client separate accounts and commingled funds. In other cases where it is necessary to build scale for multiple clients, Rogerscasey will build funds to help clients implement their portfolios.

Rogerscasey has been engaging in discretionary relationships with clients for more than 10 years. These clients include defined benefit plans, defined contribution plans, endowments, foundations, and healthcare organizations. Rogerscasey also manages model portfolios, and has established a strategy-specific hedge fund platform. Almost half of Rogerscasey's discretionary assets are in outsourced private equity and hedge fund mandates. The firm's institutional investment outsourcing platform, MasterManager, currently has $3.0 billion in assets under management. The platform is currently establishing funds in real asset classes, including infrastructure, commodities, agriculture and farmland.

About Rogerscasey

Rogerscasey is a global investment solutions firm servicing institutional and high net-worth investors for over 40 years. With clients worldwide, the firm provides a full array of services ranging from investment advisory to implemented solutions, all supported by a deep commitment to a strategic manager research process. The Rogerscasey team of leading industry experts helps clients stay ahead of economic trends, delivering unparalleled insight to achieve maximum results.


Media Contact:
Peter Kojalo; BluePoint Venture Marketing, (617) 304-4081, pkojalo@bluepointmktg.com

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