SOURCE: Rogerscasey


September 21, 2010 09:02 ET

Rogerscasey Announces Three-Year Track Record for the Retire Funds

DARIEN, CT--(Marketwire - September 21, 2010) -  Rogerscasey, Inc. is pleased to announce today that its target date funds' offering reached its three year track record on September 2, 2010 and that for the October 1, 2007 through August 31, 2010 period, the 2015, 2025, 2035, 2045, and 2055 Funds placed in the top 1% of their respective peer groups, with the Income Fund placing in the top 26%.1 

The six Retire Funds are maintained by trustee TD AMERITRADE Trust Company and are managed by Rogerscasey, Inc.'s Multi-Manager Solutions Group. The Retire Funds are designed to capture Rogerscasey's best research and investment ideas with regard to asset allocation and manager selection. As such, the Multi-Manager Solutions Group works closely with the firm's dedicated 25-person manager research team to implement these ideas. 

The key features of the Retire Funds are an institutionally oriented approach to asset allocation, an open architecture framework for best-in-class investment manager selection, and a fund structure and portfolio management process that is fully transparent and free of conflicts of interests. Specifically, the Funds have meaningful allocations to such areas as inflation-linked bonds, unhedged global fixed income, emerging market debt and equity, real estate investment trusts and stable value, all in addition to the traditional equity and fixed income asset classes. 

"Simply put, defined benefit pension plans typically do not hire one investment manager to conduct an asset allocation review and manage all of their asset classes," said Timothy Barron, President and CEO of Rogerscasey. "So it does not make sense that the defined contribution side be managed that way either. We designed the Retire Funds to overcome these shortcomings and to provide a better and more institutionally-oriented solution to retirement savers."

According to the Funds' Portfolio Manager and Chief Investment Officer, Greg Moore, CFA, "While the absolute return environment has been quite challenging, we are proud of our relative results versus both customized benchmarks and peers. We believe that the Retire Funds are significantly more diversified than the majority of target date fund offerings and maintain a sophisticated blend of strategic asset classes and investment managers more commonly used by large institutional investors. While the last three years have been a remarkably volatile and difficult investment environment, we have been fortunate to have provided downside protection as well as to have successfully participated in the market rebound." 

Similar to other target date funds, the Retire Funds' portfolio mix becomes more conservative as the targeted date of retirement approaches. The asset allocations for the Funds are long term and strategic in nature and, as such, the portfolios are not tactically managed. In addition to the ongoing roll-down of the portfolios, the asset allocations are formally reviewed once a year with Rogerscasey's research team to ensure that the firm's current assumptions for return, risk, and correlation are incorporated and to make modifications as appropriate. "The annual asset allocation changes, if any, can be expected to be modest and to evolve over time to reflect Rogerscasey's best ideas. In terms of our current thinking, we have concerns about the expected volatility and uncertainty surrounding inflation and deflation and will seek to incorporate real assets such as infrastructure and commodities into the portfolios in an effort to increase yield and/or further diversify," says Mr. Moore.

This press release does not constitute an offer or solicitation of any transaction in any securities referred to herein. Past performance may not be indicative of future results.

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 insight toward achieving maximum results. Learn more at

1 Source: Investment Metrics, LLC. Investment Metrics constructs target date fund peer groups by using mutual fund data provided by Lipper, A Thomson Reuters Company, and categorizing mutual funds by the targeted date of retirement. For example, the Retire 2015 Fund is compared to the "Mixed Asset Target 2015 Funds" peer group, which is comprised of all 2015 target date mutual funds; other peer groups constructed and utilized that correspond to the appropriate Retire Fund include "Mixed Asset Target 2025 Funds," "Mixed Asset Target 2035 Funds," "Mixed Asset Target 2045 Funds," "Mixed Asset Target 2050+ Funds," and "Mixed Asset Target Allocation Conservative Funds."

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