Press Releases

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 […]