Our Insights

We have a point of view. One that is borne of weeks and months, sometimes years, of investigation, due diligence, and testing. Here you will find everything from market commentaries and benchmarking data to perspectives on diversification and portfolio construction. We apply a healthy skepticism to new ideas while challenging the old standbys. We aim to incite dialogue, test assumptions, and provide a rationale for our recommendations. Watch us. Understand our perspective. Perhaps you will agree, perhaps not. Either way, we hope you will gain some insights.
  • October 2013

    C|A Perspectives

    The fall edition of our client newsletter, C|A Perspectives, features stories on the evolution of endowment management over the last 40 years; the benefits and considerations of a risk parity portfolio approach; a private investment benchmarking framework; and the role concentrated stock can play in a family’s portfolio.

  • October 2013

    Impact Investing: A Framework for Decision Making

    This paper defines impact investing, explores its allure and challenges and offers a decision-making framework to help investors successfully build impact investing portfolios within the context of their long-term investment pools.

  • September 2013

    Concentrated Stock Portfolios

    Families can use several strategies to mitigate the risks of single-stock exposures, thereby supporting both wealth-preservation and philanthropic goals.

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  • December 2013

    Preliminary Index Returns

    Read our preliminary returns for U.S. Private Equity, U.S. Venture Capital, Global ex U.S. Developed Markets and Emerging Markets Private Equity & Venture Capital, Global Buyout,

  • September 2013

    Global ex U.S. Developed Markets and Emerging Markets Private Equity & Venture Capital

    Access our quarterly Global ex U.S. Developed Markets and Emerging Markets Private Equity & Venture Capital index and benchmark statistics and read our commentary on the data.

  • September 2013

    Global Buyout & Growth Equity

    Our Global Buyout & Growth Equity index and benchmark statistics are based on data compiled from more than 1,600 institutional-quality global buyout and growth equity funds formed between 1986 and 2013.

  • September 2013

    Preliminary Index Returns

    Read our preliminary returns for U.S. Private Equity, U.S. Venture Capital, Global ex U.S. Developed Markets and Emerging Markets Private Equity & Venture Capital, Global Buyout, Growth Equity, and Real Estate benchmarks.

  • September 2013

    U.S. Venture Capital

    Our U.S. Venture Capital index and benchmark statistics are based on data compiled from nearly 1,500 institutional-quality venture capital funds formed between 1986 and 2013.

  • September 2013

    Clean Tech Company Performance Statistics

    Our Clean Tech Company Performance Statistics report evaluates the gross company-level performance of more than 1,300 investments in more than 700 clean tech companies.

  • September 2013

    U.S. Private Equity

    Our U.S. Private Equity index and benchmark statistics are based on data compiled from nearly 1,100 institutional-quality buyout, growth equity, private equity energy, and mezzanine funds formed between 1986 and 2013.

  • September 2013

    Real Estate

    Our Real Estate index and benchmark statistics are based on data compiled from more than 700 institutional-quality global buyout and growth equity funds formed between 1986 and 2013.

  • March 2013

    Australia Private Equity & Venture Capital

    Our Australia Private Equity & Venture Capital index and benchmark statistics are based on data compiled from nearly 100 institutional-quality Australia private equity and venture capital funds formed between 1997 and 2013.

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