Client Spotlights
We work with mission-driven clients, including endowments, foundations, pension plans, corporations, and private clients, to deliver a range of portfolio management services.
Discover the ways they’re investing to drive positive change and how it’s impacting their portfolios and the world.
Investing to Reach Net-Zero By 2030
National Trust
The National Trust is the UK’s biggest conservation charity and largest private land owner. They’re dedicated to the belief that nature, beauty, and history are for everyone to enjoy.
As part of their pledge to reach net-zero carbon emissions by 2030, Cambridge Associates was selected to advise their £1 billion plus investment portfolio. The Trust chose a structure that allowed for optimization of their partnership with CA to advise them on their total portfolio and climate strategy, while still maintaining final decision making.
Discovering Your Family's Philanthropic Passions
The Wilson 5 Foundation
The Wilson 5 Foundation is the family foundation established in 2012 by lululemon athletica founder Chip Wilson and his wife Summer, along with their five sons.
As the outsourced investment office (OCIO) for the family foundation since 2015, our team built a portfolio focused on growth to maximize giving and liquidity to fund their philanthropic donations.
Generating Alpha in a Diverse Manager Portfolio
The California Wellness Foundation
As one of California’s largest healthcare philanthropies, The California Wellness Foundation is working to provide residents with access to healthcare, quality education, safe neighborhoods, and more.
We’re proud to help oversee their $1 billion endowment. Learn how they increased their percentage of assets with diverse managers and developed a portfolio framework focused on having a mission-aligned portfolio built for outperformance.
Investing for Sustainable & Inclusive Communities
The Surdna Foundation
For more than 100 years, The Surdna Foundation has maintained a tradition of innovative service for those in need of help or opportunity.
Having served as their investment partner for over 20 years, we’ve worked with the endowment to align their portfolio with their social justice values.
Private Clients: Solidifying Your Family Legacy
Jonathan Kraft
Long-time client Jonathan Kraft, President of the Kraft Group, sat down with Gretchen Curry, Global Head of the Private Client Practice, for a “Client’s Perspective Conversation” that explored the Kraft family’s journey, including insights, experiences, and challenges the family has faced in solidifying its legacy.
What We Offer
Our services are broad by design
Our portfolio management services complement clients’ internal resources and expertise. Learn more about who we are.
Discretionary/OCIO
As an investment partner to some of the most sophisticated investors in the world for the last five decades, we have learned firsthand which practices are most likely to lead to investment success—and which practices can create the biggest roadblocks.
Advisory Services
We provide customizable advisory portfolio management. This tailored model works well if you prefer to be actively involved in investment decisions or need additional resources and expertise to support internal investment staff.
Asset Class Mandates
For clients who want to outsource their alternative assets portfolios or other niche strategies, we can apply our expertise and robust investment network to a select part of your portfolio.