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Case Studies

Enhanced Asset Recovery for Pension Funds

Client

Claims Management Company

Industry

Financial Institutions

Year

2025

Region

Americas

Enhanced Asset Recovery for Pension Funds

Driving Value Through Strategic Claims Management 

This case study demonstrates how IDR partnered with a claims management company to deliver insights to enhance asset value through optimized securities class action recovery strategies. 

Overview 

A prominent and specialized claims management service provider wanted to develop a low-risk strategy aimed at maximizing asset recovery from securities class actions, particularly for pension funds. 

The initiative focused on engaging with senior executives overseeing claim recovery programs to understand best practices, uncover opportunities, and refine their approach to asset value enhancement. The client partnered with IDR to recruit and engage industry experts who could provide deep insights into this niche area. 

What We Did 

  • Custom Recruitment: Leveraged our global network to identify and engage 500+ senior Pension Fund Managers across Fortune 500 companies, ensuring diverse and relevant perspectives. 
  • Tailored Screening: Designed a detailed vetting process to ensure experts possessed the knowledge and experience necessary to address the study’s objectives. 
  • Expert Insights: Facilitated in-depth discussions with decision-makers responsible for managing pension fund claims, uncovering actionable strategies and market trends. 

Outcome 

The insights gathered through these expert engagements empowered the client to optimize their securities class action recovery program. 

With this knowledge and insight, the client successfully enhanced asset value while refining their strategic direction. The impact of these insights was so significant that the client expanded their collaboration with IDR, engaging our services across multiple divisions. 

Experts Engaged

  • Director of Pensions at a leading multinational beverage company.
  • Assistant Treasurer at a renowned pension program.
  • Head of Retirement and International Benefits at a major American supermarket chain.
  • Head of Pension Fund at a prominent insurance company.

Read More Case Studies

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