SOURCE: Rogerscasey


October 19, 2010 06:00 ET

Rogerscasey Releases Brief for Investors Considering Outsourcing Portfolio Management

DARIEN, CT--(Marketwire - October 19, 2010) -  Rogerscasey, Inc. is pleased to announce the release today of a new Investment Brief, "Should Your Plan Consider an Outsourced Investment Solution?" The Brief is available on Rogerscasey's website ( and provides investors a framework to evaluate the suitability of investment outsourcing for their portfolios.

"The global financial crisis has left many investors stymied as how best to align their organizational resources for portfolio management in the increasingly complex capital markets environment," said Tim Barron, President and CEO of Rogerscasey. "We believe that as in other sectors of the U.S. economy, outsourcing of the investment management function has become a valuable strategic option for investors. It is crucial for investors to have an understanding of drivers of investment outsourcing and a framework of considerations to evaluate these options. Our Brief summarizes these considerations, and suggests a framework for investors, based upon our extensive work in the outsourcing arena."

According to the author of the Brief and Head of Rogerscasey's Multi-Manager Solutions Group, John Nawrocki, "By reading our brief, I hope investors gain confidence that while they are faced with significant challenges in the day to day management of investment portfolios in an increasingly complex environment, outsourcing solutions are a viable solution to meeting these challenges, and extending their organizational resources. Outsourcing helps align asset allocation, portfolio construction, investment manager selection, rebalancing and portfolio oversight with expert resources that are focused on making effective and timely investment decisions on behalf of clients. There are different models for clients to consider, but all are focused on enhancing day to day portfolio decision making, and providing scale and diversification advantages to clients they may not normally enjoy. Our Brief provides valuable background information to help investors make an informed decision, and is readily available on our firm website ("

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

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