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Video: Navigating Liquidity Challenges: The Importance of Portfolio Stress Testing

Cambridge Associates

Unsteady markets can cause unexpected liquidity demands and impede, or even undo, hard-earned long-term portfolio growth. Stress testing your portfolio can help avoid the unexpected sale of assets and may enable you to take advantage of opportunities during market downturns.

Adam Barber, Senior Investment Director in the Private Client Practice, explains how—and why—a portfolio stress test should be customized to your family’s unique situation.

View the video below. Learn more about Cambridge Associates 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 achieve their investment goals 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.

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