In The News

Pensions Should Recognise Oft-Forgotten Benefit of HFs

Featuring insights from a recently published research paper, Cambridge Asssociates’ Trudi Boardman, a senior investment director in London, and Joe Marenda, a managing director in San Francisco, outline the case for hedge funds in a UK pension scheme. They explain that investors “should keep in mind the real value of hedge funds as a “hedge” against market […]

Emerging Impact Investing Best Practices for Families and Institutions

“Impact investing is both exciting and daunting, as decades-old best practices do not yet exist. Sticking to the kind of framework we discuss here, and periodically revisiting those objectives over time, could be a great way to get everyone in an organisation or a family on the same page, and can help set an impact […]

Cambridge Negotiating Fee Discounts at Funds

Margaret Chen spoke to Bloomberg Radio about the trend towards investment office outsourcing (OCIO) and its benefits for endowments and other large institutional investors. She also discussed a variety of global investment topics including hedge funds and manager research, diversification in a portfolio, and active management with a long-term mindset. Listen to the ~11 minute […]

Consultant Spotlight: The Luxury of Time: A Case for Diversification and Active Management

Margaret Chen, head of Cambridge Associates’ OCIO business CA Capital Management, outlines key considerations for institutional investors to keep in mind in 2017, highlighting the endowment model, active managers and manager selection, the role of hedge funds, performance measurement, and more. Chen concludes: “Focusing on the nuts and bolts of investing will help investors weather […]

TPG, Bain Sales to Set Course for Private Impact Biz

Jessica Matthews, head of Mission Related Investing at Cambridge Associates, discusses the trend of mainstream investment firms recognizing the opportunity of private equity impact investing funds. While there are numerous smaller managers with established track records in impact investing, most existing funds in the sector are relatively small, making them a tough sell for big institutions […]

Hedge Fund Managers See Smooth Sailing

Jon Hansen addresses the outlook for hedge funds in 2017 explaining, “at a high level, the 2017 themes are the same as last year, but their likelihood of success is stronger and manager conviction much firmer. Key elements of hedge fund successes in the second half of 2016 – including “high equity dispersion, normalization of […]

Editorial: Investors Can Achieve Market-Rate Returns and Their Social Impact Goals

Naomi Friend, a Managing Director in Cambridge Associates’ Mission Related Investing practice in London, outlines the growth-drivers of impact investing that the investment industry has seen over the last several years. In an editorial for the Winter 2016 issue of Philanthropy Impact, Friend analyzes Cambridge Associates’ 2015 Impact Investor Survey published jointly with the Global Impact Investing Network (GIIN), […]

The Most Influential Women in Mid-Market M&A

Andrea Auerbach, head of global private investment research at Cambridge Associates, was named to M&A Magazine’s 2017 Influencers List. Andrea “spends a majority of her time assessing investment opportunities. In the last year alone, Auerbach and her team evaluated over 300 transactions aggregating over $20 billion in available co-investment, but the firm ultimately only recommended […]

AAM Launches Emerging Market Fossil Fuel Free Strategy

Cambridge Associates advised a UK institutional investor on its participation in the creation of the Acadian Sustainable Emerging Markets ex Fossil Fuel UCITS Fund to help meet growing investor demand for divestment within portfolios. In a press release announcing the Fund, Chris Varco, senior investment director for Mission-Related Investing at Cambridge Associates, said “We are […]

Comment & Analysis: Where are the Best Opportunities for Equity Investment?

Himanshu Chaturvedi, Senior Investment Director in Cambridge Associates’ pension practice in London, wrote an article for Pensions Expert, a Financial Times publication focused on UK workplace pension schemes, addressing the winners and losers of the long-running equity bull market. He explains that pension funds must get implementation right in order to seize opportunities within equity investments, and specifically […]