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A portfolio built for what matters

We build custom portfolios to meet each client’s unique needs and goals, all in pursuit of outperformance.

Our experienced investment teams harness a world-class network of global managers to help us realize each portfolio’s greatest potential.

Because the best portfolio is the one that’s right for you.

  • 50 years of investment innovation
  • 11 global office locations
  • 96% average annual client retention rate*

Personal attention and world-class research

At Cambridge Associates, we believe that our clients should not have to choose between a global firm with deep investment resources and a boutique firm with a personal touch. Our firm is built to allow our clients to benefit from the relationships, scale, and longevity we have built over five decades of investing, while providing them with experienced and trusted investment teams who are meant to feel like an extension of their own teams.

 

*Not indicative of client satisfaction. Average annual rate for five years ending June 30, 2023.

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2024 Investment Outlook

As we approach the end of 2023, a number of tough questions confront investors surrounding the economy, portfolios, and asset classes. In our 2024 outlook, we provide our global economic outlook, expected growth and inflation rates in key markets, and overviews across asset classes.

News around Cambridge Associates

With offices in six countries around the globe, there's always something happening at Cambridge Associates

Our Mission is Simple

We help our clients maximize their impact on the world

We partner with the world’s most sophisticated institutional investors to help our clients achieve their investment objectives, whether that’s to educate more students, fund more grants, successfully fund employees retirements, or extend family legacies. Working with endowments, foundations, healthcare systems, pension plans, and private clients, we help our clients drive change through OCIO, staff extension, or asset class mandates services.

From our Private Client Practice

A Risk Management Framework for Families

While creating customized portfolios that meet a family’s unique investment goals requires ingenuity and flexible thinking, risk management requires a more systematic approach.

Family portfolios face unique risks and challenges, such as generational wealth transfer, liquidity needs, and complex family dynamics. By proactively managing risk, families can avoid surprises and position their portfolios for long-term success.

From Our Pension Practice

Video Series: Private Credit Investing

The private credit landscape has grown steadily over the past 15 years, cementing its importance and value in investor portfolios.

In this video series, we explore what makes private credit investments so attractive and answer a number of key questions – including where to find opportunities, how to incorporate private credit in portfolio construction, and important drivers of success.

Five Decades of Purpose-Driven Partnerships

Cambridge Associates celebrates 50 years

While many things have changed since the firm was first founded in 1973, our guiding principle hasn’t. We remain committed to delivering an exceptional client experience and building custom portfolios that meet each client’s investment objectives and have a positive impact on the world.

Watch the video to learn more about the impact of the firm’s five decades in business and what’s ahead.

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