The Investment Portfolio’s Swiss Army Knife: Adding Private Credit to Portfolios for US Investors
We view private credit as an underused and effective tool that can help a broad array of investors meet their objectives.
November 2021
Consumer Brands: Why Do We Buy?
Consumers are demanding more from brands than ever before, but how are brands rising to the occasion? In this episode of Unseen Upside, Cambridge Associates’ Global Head of Private Investments, Andrea Auerbach, looks at how technology, coupled with evolving consumer preferences, are impacting how both startups and incumbent brands market themselves. We also speak with […]
November 2021
Digital Health: How Is Tech Revolutionizing Healthcare?
We’ve spent more time over the last 18+ months thinking about our health than ever before, but what will our healthcare system look like in the future? In this episode of Unseen Upside, we look at how technology is transforming healthcare for both the provider and the patient—and making it more equitable. Sami Inkinen, CEO […]
November 2021
Crypto: How Are Artists Leveraging NFTs?
In this episode of Unseen Upside, we’ll explore how non-fungible tokens (NFTs)—and the blockchain technology that supports them—are enabling a revolution in how artists and creators earn a living. You’ll hear from Cambridge Associates’ Joe Marenda and Kenneth Tom; Dawn Harflinger, President & CEO of Queen Lili`uokalani Trust in Hawaii; Maria Shen, Partner at Electric […]
October 2021
Crypto Considerations
The polarizing and often misunderstood cryptoasset landscape has grown exponentially in recent years. This paper reviews some of the space’s pressing issues, considers cryptoassets in a portfolio setting, and offers some considerations of different implementation options.
October 2021
Digital Infrastructure: Where Does The Internet Come From?
Now more than ever, we rely on high-speed internet to power our work and personal lives—but where does it come from? In this episode of Unseen Upside, we visit Cambridge Associates’ Minesh Mashru in Amsterdam to discuss digital infrastructure and the investments being made in fiber optic cables. We’ll also meet Simon Soder, Partner at […]
September 2021
Are Secondaries Experiencing a Growth Spurt?
Yes. Secondaries, the “yang” to the “yin” of primaries and an investment strategy nearly as old, are growing, particularly GP-led secondaries.
September 2021
Building Winning Portfolios Through Private Investments
Building a portfolio that incorporates both private equity and venture capital investments is not straightforward. It requires skill and discipline. In this paper, we review recent private investment performance, discuss how these investments have benefited institutional portfolios, and provide some high-level tips on how to build winning portfolios.
August 2021