Performance Reporting

Cambridge Associates offers total portfolio investment (equities, fixed income, hedge funds, and private investments) performance monitoring and reporting services. The Performance Reporting department supports the firm's consulting practice by providing investment performance monitoring and evaluation services to our clients. Our consultants use the reports as a tool to analyze the asset allocations and total performance returns of various money managers, and to provide information on the investment strategy applied to each fund. The reports also assist our clients in making decisions about their management structures. Performance Reporting works in a collaborative team environment to support the performance reporting needs of the firm's stakeholders. The department is responsible for carrying out the quality control, production and completion of the monthly and quarterly client reporting process, utilizing proprietary software programs.


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