Economic, market, and healthcare circumstances have been extraordinary over the last six months. However, attractive opportunities exist in some pockets of tech, relatively cheap public equities, and even in credit less supported by central bank activity. Additionally, the importance of investing in social equity has been brought into sharp relief by this crisis.
Governments & Insurance
We build customized portfolios focused on maximizing results for each valuable unit of risk and capital.
We bring deep experience to serving the unique investment needs of complex asset-and-liability-sensitive pools including insurance firms, government entities, and other trusts and investment portfolios. In doing so, we focus on maximizing results for each valuable unit of risk and capital. We think holistically, balancing the interaction of risk-hedging reserves and growth-oriented, surplus portfolios to optimal effect, and leveraging our firm’s full resources to the client’s best advantage.
We serve a diverse group of portfolios with complex asset and liability pools, including insurance firms; governments and sovereign wealth funds; pension plans; and settlement, NDT, and other specialized funds. Each client team is led by a senior investor and backed by expert investment professionals. Together, this team partners with each client to help refine strategic priorities and understand their trade-offs. This process helps us to ensure that every investment decision is informed by the portfolio’s unique requirements and reflects what we believe will most effectively achieve its goals.
To deliver the best ideas, we have built a global firm with experienced investors focused on sourcing and evaluating opportunities worldwide — including a full range of alternative assets, such as private equity, private debt, hedge funds, and real assets. This breadth of experience and resources allows us to construct truly differentiated portfolios designed to help our clients reach their targets while reducing downside risk.
We also leverage our market presence and scale to negotiate favorable terms and fees with managers. To align ourselves with our clients’ interests, we do not offer proprietary, off-the-shelf investment products or accept payments to recommend managers’ products. We don’t have other business agendas that compete with our clients for our best ideas or for our focus on their best interests.
Our Latest Insights
Do investors stand to gain more from a Trump victory or a Biden win in November’s US general election? Presidents often have a mix of market-friendly and market-unfriendly policies. Mitigating factors, such as a divided government, can offset market concerns or enthusiasm relating to one specific candidate’s policies. Investors should not tweak portfolios based on election prognostication.
In the first episode of our Reshaping Industry audio series, we tackle the evolving landscape of racial equity investing, particularly in the wake of George Floyd’s death, and talk key steps that institutional investors can take to achieve racial equity goals within their portfolios.
Nonprofit institutions have not been spared from the impact of COVID-19. In June 2020, when many endowed institutions were completing fiscal year 2020 and on the brink of a new fiscal year, we issued a survey that focused on endowment spending and other sources of liquidity for these institutions.
In this video series, several of our practitioners share their current views on both global and region-specific private equity and venture capital markets, recent performance trends, and insights from their latest experiences.
Listen in as Cambridge Associates thought leaders from our Real Assets Investment Group participate in a video panel to discuss the current state of real assets markets and how we are positioning portfolios for the long-term. Join us for an insider’s view of our investment process across real estate, infrastructure and natural resources.
Yes, investors who have made tactical bets in gold should consider scaling back their positions and locking in some gains.