Innovators since 1968, Rogerscasey is a diverse, global investment solutions firm. With clients worldwide, our four business units provide a full array of independent services and solutions to investors, including corporate and public retirement plans, endowments, foundations, financial intermediaries, healthcare systems, not-for-profit organizations, large high net worth individuals and Taft-Hartley plans.
Please click the links below to learn more about the specific services provided by each of the Rogerscasey business units.
The Credit Dislocation, the Short Selling Ban and the Implications for Hedge Funds  |
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Wednesday, 08 October 2008 |
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Initial estimates suggest that September has been the worst month for hedge funds since the Long-Term Capital Management collapse of August 1998, with the HFRI Fund Weighted Composite Index down 4.7% for the month and 9.4% year to date. As liquidity has flowed from the markets, hedge funds have been forced to exit widely-held positions, reign in market exposures, and deal with increased borrowing costs and unanticipated counterparty risks. We expect that the credit crisis may result in a major shake-out of the hedge fund industry as poor performance and redemptions force out weaker managers. This Rogerscasey Brief examines the implications of the ongoing credit crisis for hedge funds and hedge funds of funds.
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Rogerscasey Market Update - October 10, 2008 |
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Friday, 10 October 2008 |
Uncertainty and fear continue to spill into the global capital markets despite decisive and coordinated action by world leaders. Nevertheless, we believe it is crucial for our clients at this time to confirm long-term investment strategies and how they may be impacted. We maintain our recommendation of staying the course with strategic investment strategies despite the current upheaval.
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Securities Lending or No More Carpe Diem |
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Monday, 29 September 2008 |
Many of us wonder why securities lending programs have become such a hot topic for the second time in 15 years. I chalk it up to a sign of the times. A number of common elements in these programs are at work today just as they were 15 years ago, including inconsistent oversight, drive for yield/revenue, and the thought of a free lunch translated in practice to the old Latin adage of Carpe Diem or seize the opportunity.
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