We build portfolios for our clients from a universe of investment managers across asset classes. Our objective is to know managers well so that we can represent them well in considering them for portfolios.
Our process is thorough. We start by collecting data and materials, then if appropriate meet to conduct an in-depth analysis, perform risk reviews — all before recommending any manager to a client. Our process divides managers into two categories — Public and Private — each with its own review process.
If you’d like to be considered, read more after identifying the type of manager you are.
Join our benchmarks
Participating funds are added to Cambridge Associates’ internal database, thereby increasing the manager’s exposure and visibility to CA’s investment teams. Additionally, funds may be added to our Optica Research platform, through which clients are able to see more detailed information regarding managers and funds. Benefits of joining our private investment benchmarks include:
Receive Comparative Data
As participants, managers receive copies of the Cambridge Associates’ quarterly benchmark reports for the asset class(es) in which they participate — free of charge.
Managers have the ability to use the benchmark data, sourced appropriately in their marketing materials and other investor materials.
Cambridge Associates is able to provide managers with their funds’ rankings within their vintage year by IRR and Multiples.
Join our database
Participating funds that are applicable to institutional clients are added to Cambridge Associates’ internal database, thereby increasing the manager’s exposure and visibility to CA’s investment teams. Additionally, funds may be added to our Optica Research platform, through which clients are able to see more detailed information regarding managers and funds.
You can also include your marketing materials, which will help us know more about you and, after which we can evaluate your fund in the context of the current needs of our clients.
We define public managers to include long-only funds and hedge funds.
Criteria and screening process
We represent some of the world’s premier institutional and individual investors. With that responsibility, we are very thorough and selective in our process to source investment managers appropriate for client portfolios. The attached document provides an overview of our process and what managers can expect when being considered by Cambridge Associates.