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CA Perspectives December 2017
Proposed Tax on Endowment Income Would Mean Difficult Choices for Many Schools

College and university leaders are paying close attention to the tax plans moving through the Senate and House.  As currently written, both proposals would levy a 1.4% tax on net investment income earned during the tax year for private colleges and universities. The House version proposed the tax be applied to schools with assets of at…
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Pension Series November 2017
A Balancing Act: Strategies for Financial Executives in Managing Pension Risk

As pressures on pensions mount, we believe financial executives are best served by re-evaluating major decisions in terms of the true tools at their disposal. In this paper we review four levers that are fundamental drivers of pension costs and outcomes: asset returns, liability hedging, contribution policy, and benefit management. Balancing these levers is critical to enabling greater probability of success in managing pension risk, and we introduce a framework for chief financial officers and other financial executives to use in doing so.
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Pension Series November 2017
Harvesting the Potential of Private Investments

In the November 2017 issue of Benefits Magazine, which covers benefit issues affecting multiemployer, single employer and public plan representatives, senior investment director and investment actuary in Cambridge Associates’ pension practice, Alex Pekker, contributed an article highlighting the potential for private investments in a pension’s investment portfolio. Pekker explains that private investments could be a…
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VantagePoint October 2017
VantagePoint: Fourth Quarter 2017

This quarter’s edition covers key risks to continued economic expansion, including monetary policy and inflation pressures. Also discussed are whether investors are being compensated for taking risk and different strategies for geopolitical risks.
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CA Perspectives October 2017
Why Diversification Wins

Lessons from Fiscal Year 2017 Results Diversified investors are noticing quite a difference in 2017 fiscal year performance—and it’s a welcome change. In the midst of an extended US equity market, and with returns that many diversified investors have found hard to swallow over the last few years, the turnaround in annual performance for what…
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Chart Book October 2017
Latin American Private Equity Limited Partners Opinion Survey

Cambridge Associates partnered with the Latin American Private Equity & Venture Capital Association (LAVCA) to conduct an annual survey of global institutional investors about their views on Latin American markets. The survey report covers both domestic and international investors’ views of private equity opportunities and challenges in Latin America, based on responses from 103 limited partners.
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Research Report September 2017
Private Credit Strategies: An Introduction

Private credit offers distinct advantages and appeal in a low return environment, but investors should be aware that behind the name is a diverse array of strategies, some more familiar to institutional investors than others, each with idiosyncratic risks. In this report, we describe the broad array of private credit strategies and position them along the risk/return spectrum, review the investment process, discuss expectations for the performance of these strategies in various parts of the economic cycle, and highlight some key risks for investors to consider.
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CA Perspectives September 2017
Navigating the “Alphabet Soup” of Mission-Related Investing

Mission-related investing. Socially responsible investing. Impact investing. Sustainability investing. Environmental, Social, and Governance. Also known as: MRI, SRI, II, SI, ESG. The lexicon of mission-related investing can sometimes feel like “alphabet soup.” There is no universal framework for the terminology and the strategies that we include under the umbrella of mission-related investing are expansive—and often…
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