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 Hedge Fund Research and Digital Assets Investing at Cambridge Associates, 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 […]
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 interview with Insider, former Head of the North American Retirement, Insurance & Government Practice 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. […]
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
At the 2023 Private Asset Management (PAM) awards, Cambridge Associates was named the “Women in Wealth Advocate of the Year.” This award recognizes Cambridge Associates as an industry leader on gender equity and the work we’re doing to build a more diverse firm, elevate a more equitable and inclusive culture, and invest more capital with […]
February 2023
In this article by TheEdge Singapore, Cambridge Associates’ Head of Asia Aaron Costello and Associate Investment Director Vivian Gan point out that current valuations for Southeast Asia (ASEAN) equities and currencies are more favourable today than in 2013, allowing potential for further upside performance. However, the market is sensitive to global economic cycles, and a slowdown in […]
February 2023
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