Proactive, Objective Investment Consulting

Rocaton's manager research professionals typically conduct more than 1,300 manager meetings annually, on-site and in our office.  Each research professional is an asset class specialist, with responsibility for broad market coverage, as well as performing due diligence on investment managers.


We conduct extensive qualitative and quantitative research on traditional and alternative investment strategies, including private equity, hedge funds and real estate.  This due diligence serves as the foundation for the tailored recommendations that are made to reflect the unique needs of each client.

Capital markets research is led by senior professionals who are former practicing actuaries.  These asset allocation research professionals generate and maintain assumptions for return, risk and correlations of asset classes across all capital markets.