News

We have a lot to say and a lot to share, and we are making headlines across the globe. Read our latest releases and news coverage to stay updated on issues top of mind for global investors and what’s going on at CA.

Pensions Should Recognise Oft-Forgotten Benefit of HFs

HFM Week Opinion

Featuring insights from a recently published research paper, Cambridge Asssociates’ Trudi Boardman, a senior investment director in London, and Joe Marenda, a managing director in San Francisco, outline the case for hedge funds in a UK pension scheme. They explain that investors “should keep in mind the real value of hedge funds as a “hedge” against market […]

Cambridge Negotiating Fee Discounts at Funds

Bloomberg Markets PM, Bloomberg Radio

Margaret Chen spoke to Bloomberg Radio about the trend towards investment office outsourcing (OCIO) and its benefits for endowments and other large institutional investors. She also discussed a variety of global investment topics including hedge funds and manager research, diversification in a portfolio, and active management with a long-term mindset. Listen to the ~11 minute […]

Consultant Spotlight: The Luxury of Time: A Case for Diversification and Active Management

Foundation & Endowment Intelligence

Margaret Chen, head of Cambridge Associates’ OCIO business CA Capital Management, outlines key considerations for institutional investors to keep in mind in 2017, highlighting the endowment model, active managers and manager selection, the role of hedge funds, performance measurement, and more. Chen concludes: “Focusing on the nuts and bolts of investing will help investors weather […]

TPG, Bain Sales to Set Course for Private Impact Biz

Fund Fire

Jessica Matthews, head of Mission Related Investing at Cambridge Associates, discusses the trend of mainstream investment firms recognizing the opportunity of private equity impact investing funds. While there are numerous smaller managers with established track records in impact investing, most existing funds in the sector are relatively small, making them a tough sell for big institutions […]

Hedge Fund Managers See Smooth Sailing

Pensions & Investments

Jon Hansen addresses the outlook for hedge funds in 2017 explaining, “at a high level, the 2017 themes are the same as last year, but their likelihood of success is stronger and manager conviction much firmer. Key elements of hedge fund successes in the second half of 2016 – including “high equity dispersion, normalization of […]

Editorial: Investors Can Achieve Market-Rate Returns and Their Social Impact Goals

Philanthropy Impact

Naomi Friend, a Managing Director in Cambridge Associates’ Mission Related Investing practice in London, outlines the growth-drivers of impact investing that the investment industry has seen over the last several years. In an editorial for the Winter 2016 issue of Philanthropy Impact, Friend analyzes Cambridge Associates’ 2015 Impact Investor Survey published jointly with the Global Impact Investing Network (GIIN), […]

The Most Influential Women in Mid-Market M&A

Mergers & Acquisitions

Andrea Auerbach, head of global private investment research at Cambridge Associates, was named to M&A Magazine’s 2017 Influencers List. Andrea “spends a majority of her time assessing investment opportunities. In the last year alone, Auerbach and her team evaluated over 300 transactions aggregating over $20 billion in available co-investment, but the firm ultimately only recommended […]

AAM Launches Emerging Market Fossil Fuel Free Strategy

Arcadian Asset Management

Cambridge Associates advised a UK institutional investor on its participation in the creation of the Acadian Sustainable Emerging Markets ex Fossil Fuel UCITS Fund to help meet growing investor demand for divestment within portfolios. In a press release announcing the Fund, Chris Varco, senior investment director for Mission-Related Investing at Cambridge Associates, said “We are […]

Comment & Analysis: Where are the Best Opportunities for Equity Investment?

Pensions Expert

Himanshu Chaturvedi, Senior Investment Director in Cambridge Associates’ pension practice in London, wrote an article for Pensions Expert, a Financial Times publication focused on UK workplace pension schemes, addressing the winners and losers of the long-running equity bull market. He explains that pension funds must get implementation right in order to seize opportunities within equity investments, and specifically […]

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Pension Trustees Should Recognize the Often-Forgotten Benefit of Hedge Funds as Capital Protectors and Keep in Mind the Opportunities for Potential Fee and Term Negotiations

Long-term returns are compelling over various market cycles, and manager selection remains critical during these uncertain times The global investment firm suggests only about 250 of the world’s nearly 11,000 hedge funds merit institutional capital LONDON (January 11, 2017) – Pension fund trustees should keep in mind the real value of hedge funds as a […]

After Weak First Quarter, Private Equity and Venture Capital Funds in U.S. Rebounded During Q2 2016, According to Cambridge Associates

Boston (December 12, 2016) – Private equity (PE) and venture capital (VC) funds in the U.S. showed stronger performance in the second quarter of 2016 than the first, according to Cambridge Associates benchmark indices of the two alternative asset classes. Energy investments helped generate the rebound for the PE benchmark, and returns from healthcare VC […]

Many Pension Funds Will Struggle To Close Their Funding Gap Unless They Reduce Their Reliance On Public Equities And Other Liquid Assets

New analysis shows pension funds could achieve the hat-trick of lowering risk, growing assets and maintaining sufficient ready capital to pay benefits if they considered reducing liquidity by switching from public equities to private investments December 1, 2016 (London) – Pension funds are too focused on holding liquid assets to the detriment of the long-term […]

ESG Factors Have Helped Investors Achieve Significant Outperformance in Emerging Markets

More than 50 Percent of the Excess Return Delivered over the First Three Years of the MSCI Emerging Markets ESG Index was Attributable to ESG Factors Such as Carbon Emissions, Product Safety and Business Ethics While ESG Data in Isolation Has Been Less Predictive of Returns in Developed Markets, Many Active Managers Integrating ESG Analysis […]

PE, VC Funds in Developed Markets Outside the U.S. Beat Public Markets in 1Q 2016; Performance in Emerging Markets Weaker

BOSTON (October 19, 2016) – Private equity and venture capital funds in developed markets outside the U.S. outperformed public markets in the same regions in the first quarter of 2016. However, private investment funds in emerging markets barely broke even and significantly underperformed the comparable public markets. The Cambridge Associates LLC Global ex U.S. Developed […]

Corporate Pension Plans Should More Actively Consider Credit Spreads When Managing Pension Liability and Balance Sheet Risk, Especially in This Low-Rate Environment

While corporate plan sponsors are keenly aware of interest rate risk within their defined benefit plans, few fully appreciate the complex and significant risk posed by the shifting gap between Treasury and corporate bond yields Boston, MA (October 6, 2016) – Corporate credit markets can substantially influence pension liabilities, a fact that pension plan sponsors […]

Family Offices Helping to Develop Best Practices in Impact Investing, Driven Largely by Millennials

Institutional investors also deeply engaged in forward-thinking approaches to incorporating mission, values and ESG into investment portfolios Boston (October 4, 2016) – Family offices are among those leading the movement toward impact investing, the integration of values and investment strategy and the search for market-based solutions to social and environmental challenges like poverty, climate change and […]

Look to Private Investments – Not Public Markets – for Access to Latin American Growth Sectors, Such as Technology and Healthcare

Private Equity and Venture Capital Best Paths to Invest in Growing Latin American Economy Boston (September 26, 2016) – Even with recent economic woes, Latin America retains a burgeoning middle class with more money to spend on fast-growing sectors such as healthcare, education, technology and retail. These industries remain largely inaccessible via public markets, and […]

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