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Retirement, Insurance & Government

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.

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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.

  • 50+
    years working with pensions
  • 90+
    global pension investment professionals*
  • 4,000+
    manager meetings per year*
*As of December 31, 2024.

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.

*As of December 31, 2024.

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 Practice

Pension (Re)volution: How the Hybrid Approach is Reshaping Retirement Plans

For the past four decades, companies of all sizes have been shifting from the DB model toward the DC plan. Over time, plan design improvements have resulted in lower fees, simplified investment options, and better risk management via target date funds. But are today’s employees as prepared for retirement as they should be, or is there a better way?

Hear from our pension investment specialists on how employers could decrease their costs and manage risk for plan participants through a hybrid portfolio construction approach.

Insights

Defined Contribution

For decades, many institutional investors have generated strong, long-term returns through private investments. Yet DC plan participants have historically been limited to investment lineups featuring predominantly public market asset classes.
We discuss how to best offer the advantages of private investments to DC plan participants while managing the complexities of these strategies:

Connect with the Retirement, Insurance & Government Practice

Greg Smyth

Senior Director, Client Solutions—Retirement, Insurance & Government Practice

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