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Implementing a Sustainable and Impact Investing Strategy – A Family Perspective

In the second of our two-part series on philanthropy and sustainable investing, we take a closer look at portfolio implementation best practices for families. In doing so, we outline how families may wish to identify opportunities within sustainable and impact investing (SII) themes. We discuss the broad opportunity set, how to construct and then actively […]

August 2022

Unblurring the Boundary Between Philanthropy and Impact Investing for Families

In engaging with our family clients around the world, we are often asked for views on two related topics – how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful investment strategy. Whilst common themes transcend these topics, each is distinct, and, as such, we will outline […]

August 2022

Endowment Radar Study 2021: A Growing Role

Endowment Radar is a methodology that Cambridge Associates developed to visually evaluate the endowment’s role in the college and university enterprise. The four components of Endowment Radar measure the endowment’s impact on budget funding (Endowment Dependence), pricing strategy (Endowment Support-to-Financial Aid), balance sheet health (Endowment-to-Debt), and an indicator of future purchasing power (Net Flow Rate). […]

April 2022

Defining the OCIO Benefit: What Value Can It Provide to Plan Sponsors?

Although OCIO has become a buzzword across the broad investment community, many defined benefit plan sponsors have questions about how an OCIO affects a pension plan sponsor's role as fiduciary and which elements are key to a successful OCIO relationship. Here, we answer 7 common plan sponsor questions on outsourcing.

July 2021

Navigating Market Crises

With the initial chaos of the COVID-19 market dislocation behind us but uncertainty still ahead, now is the time to refocus and potentially recalibrate core tenets of pension plan management. In this video series, we share our recommendations on how to address these challenges.

October 2020

Endowment Governance

The “secret sauce” to long-term investment success is, in most cases, the governance that guides and oversees the investment program. In this series, we discuss the roles and responsibilities of governance; highlight the steps to build a diverse and collaborative committee, and outline the culture of a well-functioning committee.

May 2020