Credit Score: Why Bank Retrenchment Spells Opportunity for Pensions
Vijay Padmanabhan, Melanie Mandonas
Pensions
We understand the complex challenges plan sponsors face
Drawing on 50 years’ experience in building and managing sophisticated pension portfolios, we apply ourselves to understanding each plan sponsor’s or pension scheme’s goals and helping them realize meaningful results.
Why Cambridge Associates?
We build custom portfolios that help drive better outcomes
Each plan sponsor’s portfolio is custom built and managed to align with their plan’s unique circumstances and goals.
Tapping our specialized expertise in pension investment strategy, liability hedging and alternative investing, as well as our global manager relationships, we employ a results-focused approach across the total portfolio that prudently maximizes alpha.
What We Do
A team dedicated to your success
Each client’s dedicated investment team offers deep resources and extensive knowledge. Replicating an in-house investment office, this team is led by a senior investor and backed by experienced investment professionals, including specialists in specific asset classes and other practitioners, such as actuaries, as needed.
Through partnering with plan sponsors directly and dynamically, we strive to ensure an exceptional client experience – and optimal outcomes for each plan.
Who We Serve
There's no pension challenge we haven't met
Our pension-specific knowledge and breadth of investment capabilities enable us to build and manage portfolios for a wide range of plan types and situations. Whether you’re growth-oriented, nearing fully funded status, seeking support across the total portfolio, or requiring focused resources for a particular asset class, we can help.
We work with a range of organization and plan types, including:
- Corporations
- Government and Public Institutions
- Insurance Firms
- Multiemployer Plans and Unions
- Not-for-Profit Organizations
- Defined Benefit Plans
- Defined Contribution Plans
- Cash Balance Plans
- Multi-Pool & Hybrid Plans
- Specialized Trusts
- Balance Sheet Capital
- Other Complex Asset & Liability Pools
Insights From Our Pension Practice
Video Series: Secondaries Investing for Pensions
Private market investments can deliver a range of advantages to pension portfolios, but often have an extended performance timeframe—that’s where secondary market funds can play a role. Secondary transactions can more efficiently provide the benefits of private equity, and can offer plan sponsors the ability to engage with new strategies, access top managers, and reduce portfolio risk.
Our secondaries investing video series offers insights from the Cambridge Associates Secondaries Team on how plan sponsors can use secondary transactions as a tool for effective portfolio management.
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Meet our pension leadership team
Our team of pension investment professionals is led by an experienced group of global leaders.
Alex Koriath, CFA
Head of Pension Practice, Europe
Brian McDonnell
Head of Global Pension Practice
Sona Menon
Head of Pension Practice, North America
Connect with the Pension Practice
Dan Desmarais
Managing Director, Pensions