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The Cost of Being Wealthy

Families of wealth are always curious about wealth management costs and often want to benchmark those expenses against their peers. Costs are an important consideration when devising an overall wealth management strategy. What is the right price and how is it determined? In this Barron’s PENTA article, Managing Director Charlie Grace shares an approach families can take to […]

June 2023

A Masterclass in Digital Asset Investing

Joe Marenda, Head of Digital Assets at Cambridge Associates, recently sat down with the hosts of the Dakota Live! Podcast to share how the firm continues to innovate for clients in the exciting world of blockchain technology. In the episode, Joe takes listeners through his experience of building the first blockchain portfolio for a Cambridge […]

June 2023

OCIO Shares Offensive and Defensive Strategies to Build Portfolios to Last Generations

In a recent interview with Insider, Sona Menon, an OCIO and Head of North American Pensions at Cambridge Associates, outlined the investment decisions she makes for clients that are designed to weather all conditions due to a balanced bottom-up approach based on client objectives rather than a top-down approach that tries to navigate recessionary risk. Read […]

May 2023

Cambridge Associates Achieves 2025 Diverse Manager Investment Goal Three Years Early

Investment firm continues to progress DEI BOSTON, March 31, 2023 – Global investment firm Cambridge Associates announced today that it has met a goal it set to double investments with diverse managers three years earlier than targeted. Diverse managers are defined as firms that are a minimum of 33% owned by women and people of […]

March 2023

After Nearly 40 Years, Sandra Urie Retires From Cambridge Associates

In celebration of Women’s History Month, we look back at Cambridge Associates’ own history and legacy of investing in women. Ahead of her upcoming retirement, Chairman Emeritus and former CEO, Sandra Urie, met with Institutional Investor to reflect on her career at Cambridge Associates. Read the full article where Urie discusses women in the workplace, […]

March 2023

Cambridge Associates Named 2023 Women in Wealth Advocate of the Year

At the 2023 Private Asset Management (PAM) awards, Cambridge Associates was named the “Women in Wealth Advocate of the Year.” This award recognizes Cambridge Associates as an industry leader on gender equity and the work we’re doing to build a more diverse firm, elevate a more equitable and inclusive culture, and invest more capital with […]

February 2023

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