Investor’s Guide to Impact Wealth Management
Cambridge Associates is featured in the ‘Investor’s Guide to Impact Wealth Management’ produced by the Center for Sustainable Finance and Private Wealth and The ImPact. The report profiles 13 wealth management firms on their approach to sustainable and impact investing, offering an entry point for wealth holders looking to integrate impact into their investment portfolios.
The goal of this work is to enhance transparency on the capabilities and services available in the industry, and to simplify the process of finding and evaluating an investment management partner who can help investors fully realize the potential of their assets.
Cambridge Associates is recognized in the report for our bespoke approach to working with families, capabilities in private markets, ability to negotiate lower minimums and fees, and commitment to industry diversity. The profile on our impact measurement and customized reporting illustrates how we support clients’ objectives with transparency and engagement on climate, diversity, and other impact priorities.
Read the full report here.
About Cambridge Associates
Cambridge Associates is a global investment firm with 50+ years of institutional investing experience. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients implement and manage custom investment portfolios that generate outperformance and maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Contact us today.