Chief Investment Strategist, Celia Dallas, recently met with Pensions & Investments to discuss how Cambridge Associates builds bespoke and diversified portfolios for its clients. Celia addresses how to think about investment strategy and asset class allocation based on risk and return objectives, the role of illiquid assets within a portfolio, and how to navigate the […]
July 2023
Heather Jablow recently met with Crain Currency to discuss gender diversity in family offices. As women contribute more financially to their families than ever and move increasingly into the ultra-high-net-worth space, it’s prudent that family offices ensure that women have full decision-making capacity when managing wealth. In the article, Heather outlines why it’s vital that family […]
July 2023
Families of wealth are always curious about wealth management costs and often want to benchmark those expenses against their peers. Costs are an important consideration when devising an overall wealth management strategy. What is the right price and how is it determined? In this Barron’s PENTA article, Managing Director Charlie Grace shares an approach families can take to […]
June 2023
Joe Marenda, Head of Digital Assets at Cambridge Associates, recently sat down with the hosts of the Dakota Live! Podcast to share how the firm continues to innovate for clients in the exciting world of blockchain technology. In the episode, Joe takes listeners through his experience of building the first blockchain portfolio for a Cambridge […]
June 2023
BOSTON, May 23, 2023 – Global investment firm Cambridge Associates (CA) has appointed Samantha Davidson as the firm’s next President and Head of Global Investing. As a member of the executive leadership team, Ms. Davidson will report directly to the Chief Executive Officer, David Druley, when she joins in July. In her new role, Ms. […]
May 2023
In a recent interview with Insider, Sona Menon outlined the investment decisions an OCIO makes for clients that are designed to weather all conditions due to a balanced bottom-up approach based on client objectives rather than a top-down approach that tries to navigate recessionary risk. Read the full article.
May 2023
In celebration of Women’s History Month, we look back at Cambridge Associates’ own history and legacy of investing in women. Ahead of her upcoming retirement, Chairman Emeritus and former CEO, Sandra Urie, met with Institutional Investor to reflect on her career at Cambridge Associates. Read the full article where Urie discusses women in the workplace, […]
March 2023
BOSTON, February 27, 2023 – Global investment firm Cambridge Associates has expanded its executive leadership team with the appointments of Harinder Soin as Chief Data Officer and Adam Lester as Head of Corporate Strategy. Both are the first to hold these positions. Soin reports to Jason Roberts, Chief Technology Officer and Lester reports to the […]
February 2023