FRT Claims Monetization

Monetize the value of a liquidating fund’s class action claims and foreign tax reclaims Solutions & Services

Realize value today for settlement recoveries that typically take years to pay out

FRT's Claims Monetization service helps firms manage their liquidating fund’s securities class action claims. Your fund is able to realize value in the present for settlement recoveries that may never materialize or take years to disburse.

  • Receive cash by selling the rights to class action claims
  • Save the fund from the burden that future recoveries can present for a closed fund
  • Benefit shareholders by delivering real value for unrealized potential future recoveries

Download FRT Claims Monetization Materials

FRT Fact Sheet:
FRT Claims Monetization Overview

FRT Whitepaper:
A Primer on Claims Monetization

FRT Webinar:
Are Your Clients Monetizing Every Available Asset

Offload the operational burden from receiving class action recoveries in the future

Sell off your current and future class action claims recoveries:

  • Efficiently wind down the fund and return maximum capital to your LP’s
  • Monetize the asset now with minimal work and no future obligations
  • Meet fiduciary responsibilities: Check the box should your clients ever ask what you did about future class action recoveries.

FRT's Claims Monetization Process

FRT's Claims Monetization service can be introduced as an option during fund opening process or in the event of fund closure:

  • At fund closure, trading data is provided to FRT
  • FRT analyzes data for current and future claims
  • FRT calculates and presents bid details
  • Client signs Asset Purchase Agreement & Authorization to file
  • Client receives payment for unrealized potential future recoveries to their shareholders

A Primer on Claims Monetization

Slide FRT's Claims Monetization Program Fund closures are a commonplace, yet it is an infrequently
examined subject. Funds shut down for a variety of
reasons; liquidation can be related to fixed-term funds
with designated termination dates, redemptions by large
investors, underperformance, or departures of key
personnel.

Aside from the reasoning of the fund closure, the manager
and the fund’s directors are left with several important
tasks to fulfill. Not all fund closures are alike, therefore
understanding the various elements of a fund wind-down
have become a topic of importance to managers and
investors.

Learn more.

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