[Case Study] Why 3 Global Asset Managers Outsourced Their Class Action Programs to FRT

Alec Shirkey
June 12, 2025

As asset managers consider all options in their search for risk-adjusted returns, few “asset classes” present a better source of risk-free alpha than securities class actions.

Recovering funds available in settled cases carries no legal risk, relying chiefly on the operational strength of the firm and its partners. In addition, the financial opportunity for investors is significant, with U.S. and Canadian securities class actions representing $5.4 billion in average annual recoveries from 2021–24.

A growing number of asset managers, including some of the largest and most complex firms in the space, have traded fragmented, in-house filing approaches for holistic class action programs managed by a strategic partner. This brief will explore why three leading institutions chose to outsource their class action recovery activities, and why they partnered with “the best team who understood the market better than anyone else” – Financial Recovery Technologies (FRT).

ABOUT FINANCIAL RECOVERY TECHNOLOGIES
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Founded in 2008, Financial Recovery Technologies (FRT) is a leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities and other class action settlements. Offering the most comprehensive range of claim filing and monitoring services available, we provide best-in-class eligibility analysis, disbursement auditing and client reporting, and deliver the highest level of accuracy, accountability and transparency available. For more information, go to www.frtservices.com.

 

This communication and the content found by following any link herein are being provided to you by Financial Recovery Technologies (FRT) for informational purposes only and does not constitute advice. All material presented herein is believed to be reliable but FRT makes no representation or warranty with respect to this communication or such content and expressly disclaims any implied warranty under law. Opinions expressed in this communication may change without prior notice. Firms should always seek legal and financial advice specific to their unique situation and objectives.