Shareholder class action claims represent meaningful value for a fund in any stage of
existence. For funds that have decided to close or are in liquidation, FRT is able to
quantify the value of a liquidating fund’s class action claims and offer the fund a fair
price for ownership of those claims.
Watch our on-demand webinar for a discussion on monetizing your liquidating fund's
security class action claims and delivering real value for unrealized potential future recoveries:
Issues when liquidating/closing a fund
Benefits of selling claims rights
Claims purchasing process
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.
What you will learn:
Challenges associated with closing a fund
There are four primary stages of the future claims recovery process
Importance of a future claims recovery program