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CA Institute delivers peer research and expertise for long-term investors

The CA Institute stewards Cambridge Associates’ peer research across a community of endowments, foundations, institutional investors, and families — providing the perspective to help clients align investment policy and endowment stewardship with their portfolio’s role in supporting the mission.

Research and Insight

Deep research informed by decades of client data and experience

Through CA Institute, clients gain access to a broad library of proprietary research informed by data from over 500 nonprofit organizations. From asset allocation to endowment performance, and peer benchmarking to spending policy analysis, this research helps clients understand where they stand relative to peers, gain context for investment decisions, and align portfolio strategy with long-term institutional goals.

Assess your endowment's role and financial health

Practical Perspective

Applying expertise to the portfolio considerations that matter most

Beyond research, CA Institute helps organizations work through the investment considerations most relevant to their institution — portfolio mandate and asset allocation, investment governance, and management structure. Drawing on Cambridge Associates’ deep expertise and proprietary data, this perspective – informed by decades of working with endowments, foundations, and families – helps clients evaluate tradeoffs, strengthen governance, and achieve their investment goals.

Trustee Training

Equipping trustees to make stronger investment decisions

“The Trustee Training Program gives new and experienced trustees the practical tools they need to serve as effective fiduciaries. We have trained over 1,000 participants across the endowment, foundation, and family community, and participants leave better equipped to engage in investment decision-making and governance. It reflects exactly what CA Institute is here to do.”

 

— Tracy Filosa, Head of CA Institute, Cambridge Associates
Learn more about Trustee Training

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Explore how CA Institute's research, institutional benchmarking, and advisory capabilities help endowments, foundations, and families achieve stronger governance and long-term investment outcomes.
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