We help our clients explore the possibility of making investments that contribute not just to their financial success, but to their missions as well.
For many years, we have assisted investors interested in excluding or including certain industries as they consider investments. Recently, with the support of several clients, we formed a Mission-Related Investing (MRI) Group to help clients formally explore activities or investments that may further align their investments with their mission or philanthropic interests.
Cambridge Associates assists clients in developing and implementing investment strategies consistent with their MRI goals and objectives. We provide services ranging from steering clients toward the well-established shareholder activism community to building and overseeing a portfolio of marketable and non-marketable alternative asset MRI managers.
With the number of investment opportunities in this field expanding substantially, particularly in the area of clean energy and technology, we are also increasing the number of quality MRI managers in our database. By dedicating resources specifically to MRI, we are encouraging managers to participate in our database, and we evaluate these managers for our clients.
Our interest is in serving our clients, not in promoting or discouraging our clients from exploring or implementing mission-related investments. This uniquely positions us to evaluate MRI with each client to determine which MRI activities and investments, if any, best achieve their objectives.
Mission-Related Investment Program for a Membership Foundation
For a $1.1 billion nonprofit membership organization with multiple pools of
assets, Cambridge Associates and its mission-related investment (MRI) team is working closely with the foundation to develop a strategy for initiating and implementing an MRI program. Cambridge Associates’ MRI team has assisted the foundation in making informed decisions to achieve investment and programmatic goals, and helped design an MRI program focused on eight geographic regions. When implemented, 7.5% of the foundation’s portfolio will be aligned with its mission of economically empowering low-income communities. The foundation has been a client since 1999.