Role Models: Pensions Can Use Data to Optimize PI Allocations
Jacob Goldberg CFA, FSA
Pensions, Insurance & Sovereign Wealth Funds
We understand the complex challenges pension schemes face
Drawing on 50 years’ experience in building and managing sophisticated pension portfolios, we apply ourselves to understanding each plan sponsor’s or pension scheme’s goals and helping them realize meaningful results.
Why Cambridge Associates?
We build custom portfolios that help drive better outcomes
Each pension scheme’s portfolio is custom built and managed to align with their scheme’s unique circumstances and goals.
Tapping our specialised expertise in pension investment strategy, liability hedging and alternative investing, as well as our global manager relationships, we employ a results-focused approach across the total portfolio that prudently maximizes alpha.
What We Do
We have teams dedicated to your success
Each client’s dedicated investment team offers deep resources and extensive knowledge. Replicating an in-house investment office, this team is led by a senior investor and backed by experienced investment professionals, including specialists in specific asset classes and other practitioners, such as actuaries, as needed.
Through partnering with pension schemes directly and dynamically, we strive to ensure an exceptional client experience – and optimal outcomes for each plan.
*As of 31 December 2023.
Who We Serve
There's no pension challenge we haven't met
Our pension-specific knowledge and breadth of investment capabilities enable us to build and manage portfolios for a wide range of scheme types and situations. Whether you’re growth-oriented, nearing fully funded status, seeking support across the total portfolio, or requiring focused resources for a particular asset class, we can help.
We work with a range of organisation and scheme types, including:
- Corporations
- Government and Public Institutions
- Insurance Firms
- Not-for-Profit Organisations
- Defined Benefit Schemes
- Defined Contribution Schemes
- Sovereign Wealth Funds
- Cash Balance Schemes
- Multi-Pool & Hybrid Schemes
- Specialized Trusts
- Balance Sheet Capital
- Other Complex Asset & Liability Pools
Meet our pension leadership team
Our team of pension investment professionals is led by an experienced group of global leaders.
Alex Koriath, CFA
Head of Pension Practice, Europe
Brian McDonnell
Head of Global Pension Practice
Sona Menon
Head of Pension Practice, North America
Connect With the Pension Practice to Learn More
Annabelle Wegner
Managing Director, Pensions
Read our latest pensions insights