Innovators since 1968, Rogerscasey is a diverse, global investment solutions firm.  Throughout the firm's evolution, Rogerscasey has grown to incorporate companies with similar philosophical beliefs and complementary services.  The firm offers a full range of solutions to investors and has a strong client focus with nearly $265B in assets under advisement.  What distinguishes us from other global investment solutions firms is our broad experience and intense dedication to fundamental investment research that delivers bottom line results for clients.  Throughout its history, Rogerscasey has made major contributions to all areas of investment consulting.

The firm's growth over the years has provided our clients with innovations that include, among other things, the first performance measurement universes by plan type in 1969, ground-breaking asset allocation research in 1986, and the introduction of our active risk budgeting techniques in 2001.  Our proprietary tools, such as MR² and QSUM™, have contributed significantly to our goals of creating a systematic, consistent manager evaluation and monitoring process and defining "best practices" in our industry.

Rogerscasey consistently demonstrates its role as a thought leader in the investment management business through continuous client education programs aimed at providing clients with access to cutting-edge investment thinking. It is this thinking and application of solutions that perpetuates the firm's history of innovation.

Innovation History

2009
Launched the Strategy Specific Program for wealthy individuals and smaller institutions to execute hard- to-implement strategies

2009
Defended active investment management

2009
Published innovative view on asset allocation in the new world

2008
Acquired Perimeter Capital Management to add to our ETF and model portfolio expertise

2007
Rogerscasey began sub-advising The Retire Funds^SM - a collective of target date retirement funds

2006
Introduced MasterManager^SM to meet operational needs of small and mid-size institutional investors

2004
Articulated view that secular changes in emerging markets create a unique long term investment opportunity

2003
Identified non-directional hedge fund-of-funds as a distinct asset class

2001
Introduced risk budgeting

2000
Adopted re-sampled efficient frontier modeling techniques

1999
Began online collection of manager data through EQuest

1998
Developed MR2 to evaluate critical success factors in manager evaluations

1995
Adopted QSUM as a statistical early-warning system for manager performance

1994
Released first survey of defined contribution plan trends

1986
Conducted ground-breaking asset allocation research led by Gilbert Beebower

1985
Utilized Barra tools in performance analytics

1982
Initiated defined contribution practice

1981
Created first equity style universe

1980
Authored manager consistency study

1978
Released first trading cost analysis

1974
Developed first stochastic asset/liability model

1969
Introduced first performance measurement universes by plan type

1968
Established industry founder and predecessor, A.G. Becker Funds Evaluation

Many of the breakthroughs pioneered by Rogerscasey professionals are now cornerstones in the practice of investment planning and management.  Increasingly, we are bringing the expertise and skills we have employed with the largest institutional entities to smaller institutional investors.