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Client Spotlights

We work with mission-driven clients, including endowments, foundations, pension plans, corporations, and private clients, to deliver a range of portfolio management services.

Discover the ways they’re investing to drive positive change and how it’s impacting their portfolios and the world.

Improving Quality of Life in Papua New Guinea

PNG Sustainable Development Program

In 2001, after the Ok Tedi environmental disaster, the Papua New Guinea Sustainable Development Program (PNG SDP) was formed to benefit local communities in Papua New Guinea’s Western Province region. The mining company responsible for the disaster relinquished its profits to the people of PNG, and the program set out to manage the funds to advance healthcare, education, infrastructure, economic initiatives, and overall living standards for residents.

For nearly a decade, we have been a proud investment partner to PNG SDP. As a result of improved investment performance, PNG SDP’s long-term fund has grown to $1.7 billion, enabling them to direct significant capital to Western Province programs.

Providing Accessible Education for Students

Saint Ignatius College Prep

Saint Ignatius College Prep is a coed Jesuit Catholic school in the heart of Chicago that strives to provide a diverse student body with a high-quality—and financially accessible—education. In the 2022–2023 school year, they provided more than $6 million dollars in tuition assistance to students who would not otherwise be able to afford it.

When planning for their future, the Endowment Committee decided to prioritize emerging managers and re-assess their portfolio across each asset class. Utilizing CA’s diverse manager research capabilities and advisory services, Saint Ignatius created a policy specific to their goals, resulting in competitive returns.

Investing to Reach Net-Zero By 2030

National Trust

The National Trust is the UK’s biggest conservation charity and largest private land owner. They’re dedicated to the belief that nature, beauty, and history are for everyone to enjoy.

As part of their pledge to reach net-zero carbon emissions by 2030, Cambridge Associates was selected to advise their £1 billion plus investment portfolio. The Trust chose a structure that allowed for optimization of their partnership with CA to advise them on their total portfolio and climate strategy, while still maintaining final decision making.

Discovering Your Family's Philanthropic Passions

The Wilson 5 Foundation

The Wilson 5 Foundation is the family foundation established in 2012 by lululemon athletica founder Chip Wilson and his wife Summer, along with their five sons.

As the outsourced investment office (OCIO) for the family foundation since 2015, our team built a portfolio focused on growth to maximize giving and liquidity to fund their philanthropic donations.

Generating Alpha in a Diverse Manager Portfolio

The California Wellness Foundation

As one of California’s largest healthcare philanthropies, The California Wellness Foundation is working to provide residents with access to healthcare, quality education, safe neighborhoods, and more.

We’re proud to help oversee their $1 billion endowment. Learn how they increased their percentage of assets with diverse managers and developed a portfolio framework focused on having a mission-aligned portfolio built for outperformance.

Investing for Sustainable & Inclusive Communities

The Surdna Foundation

For more than 100 years, The Surdna Foundation has maintained a tradition of innovative service for those in need of help or opportunity.

Having served as their investment partner for over 20 years, we’ve worked with the endowment to align their portfolio with their social justice values.

Private Clients: Solidifying Your Family Legacy

Jonathan Kraft

Long-time client Jonathan Kraft, President of the Kraft Group, sat down with Gretchen Curry, Global Head of the Private Client Practice, for a “Client’s Perspective Conversation” that explored the Kraft family’s journey, including insights, experiences, and challenges the family has faced in solidifying its legacy.

What We Offer

Our services are broad by design

Our portfolio management services complement clients’ internal resources and expertise. Learn more about who we are.

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