Skip to Main Content

Concentrated Stock Portfolios

Families can use several strategies to mitigate the risks of single-stock exposures, thereby supporting both wealth-preservation and philanthropic goals.

September 2013

Why Did I Diversify?

While simple 100% U.S. equity and stock/bond portfolios have outperformed recently, highly diversified portfolios have superior returns over decades.

August 2013

Pension Risk Management

Asset management and investment banking firms across the globe continue to develop a variety of liability driven investing (LDI)–focused products and solutions for the pension plan community; however, there remains broad confusion over the meaning of LDI.

February 2011

1 … 27 28 29

This website is directed and intended to be accessed by persons who satisfy any of the following criteria:

  1. A professional client or an eligible counterparty*
  2. A financial advisor or financial intermediary acting on behalf of a professional client or eligible counterparty*
  3. An employee or prospective employee

If you satisfy any of these criteria, please click confirm to proceed:

Please check this box to remember my choice

*As defined in the Markets in Financial Instruments Directive (Directive 2014/65/EC) as amended or updated (MiFID)

This website is directed and intended to be accessed by persons who satisfy any of the following criteria:

  1. A regulated financial entity*
  2. An institutional investor, investment professional and other entities or individuals who are qualified to operate in financial markets involving regulated financial activity as defined by its local country regulator
  3. An employee or prospective employee

If you satisfy any of these criteria, please click confirm to proceed:

Please check this box to remember my choice

*An entity regulated by its local country regulator which may include banks, collective investment schemes, endowments, foundations, investment managers, insurance companies, pension funds and intermediaries

The information contained herein is not suitable for retail investors.

Please contact us if you have any questions: ContactCA@cambridgeassociates.com

If you clicked decline in error, please click here