Research

Filter by

Client Type

Investment Topics

Region

Showing Results 51 - 60 of 202
Research Note May 2020
Real Asset Dynamics: PE Energy

It has been difficult to find a more out-of-favor sector in institutional investors’ portfolios than energy over the past five years, and with the recent spread of COVID-19 reducing demand for oil & gas, that reality appears set to continue – creating both challenges and opportunities. Amid the sector’s ongoing evolution, the energy PE investment strategy that dominated the market has become outdated, and investors who wish to capitalize on potential opportunities in this market must re-think their approach.
Read More »

May 2020
Private Investments: Early 2020 View

In this video series, you will hear our practitioners’ thoughts on deal and sector trends, investing in prior recessionary environments, near-term expectations, emerging opportunities, and ways in which they are putting their ideas to work for our clients every day.
Read More »

CA Institute May 2020
Foundation Spending Strategies Vary for 2020

In April 2020, Cambridge Associates conducted a survey of our foundation clients to gauge sentiment about spending for the current year and to understand potential sources of flexibility and liquidity in light of the COVID-19 pandemic. This year has brought tremendous disruption and uncertainty, but foundations are approaching these challenges with responsive philanthropy and a long-term view, so they can support important causes in 2020 and beyond.
Read More »

May 2020
Endowment Governance

The “secret sauce” to long-term investment success is, in most cases, the governance that guides and oversees the investment program. In this series, we discuss the roles and responsibilities of governance; highlight the steps to build a diverse and collaborative committee, and outline the culture of a well-functioning committee.
Read More »

CA Institute May 2020
Endowment Governance Part 1 – The Job Description

The “secret sauce” to long-term investment success is, in most cases, the governance that guides and oversees the investment program. In this series, we discuss the roles and responsibilities of governance; highlight the steps to build a diverse and collaborative committee, and outline the culture of a well-functioning committee.
Read More »

CA Institute May 2020
Endowment Governance Part 2 – Building the Team

The “secret sauce” to long-term investment success is, in most cases, the governance that guides and oversees the investment program. In this series, we discuss the roles and responsibilities of governance; highlight the steps to build a diverse and collaborative committee, and outline the culture of a well-functioning committee.
Read More »

CA Institute May 2020
Endowment Governance Part 3 – Process and Engagement

The “secret sauce” to long-term investment success is, in most cases, the governance that guides and oversees the investment program. In this series, we discuss the roles and responsibilities of governance; highlight the steps to build a diverse and collaborative committee, and outline the culture of a well-functioning committee.
Read More »

Research Note April 2020
Benefits of Global Diversification

Investors are now grappling with the impact of the COVID-19 pandemic, which has sent global equities into bear market territory as the threat of a severe recession weighs on the global economy. These are challenging, uncertain times for equity markets. As investors work to ensure their portfolios will be robust through this downturn and are positioned for the eventual rebound, we offer a review of the critical benefits of global equity diversification and examine considerations related to home bias, rebalancing strategies, and currency impacts.
Read More »