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.
We build custom portfolios to help our clients fulfill their long-term investment objectives and extend their legacies.
For nearly 40 years, wealthy families and family offices have chosen Cambridge Associates as a steward of their capital.
As an independent, privately held investment firm, we are investors who take on our clients’ goals as our own. Each portfolio is constructed from the ground up, founded on solid investment principles, informed by deep experience in the management of private wealth, and designed to outperform.
Offering an objective, client-first approach, we serve a community of families around the world, providing:
- Unbiased advice from a firm that has no proprietary products or business agendas that might compete with our clients’ interests
- Deep client partnerships that enable truly customized service and one-of-a-kind portfolios
- Access to global investment ideas through a well-established global platform of manager relationships
- Nearly four decades’ experience helping families of substantial wealth realize their long-term investment goals and fulfill their legacies
We build long-term relationships with our clients, helping them at various stages of their investment lifecycles, whether to create a plan ahead of a liquidity event, prepare for generational wealth transfers, establish governance processes, or educate family members on how to preserve and grow their wealth. We assist many families in managing private foundations to support their philanthropic endeavors and can leverage our expertise in impact investing to reflect a client’s values and priorities within their portfolio strategy.
Whether you are a first-generation wealth creator, a family trustee, a business owner, or a fifth-generation family member continuing your family’s legacy, we can help you navigate the complexities of long-term investing to preserve and build assets over time and across generations.
*Cambridge Associates typically works with families and family offices with a minimum portfolio size of $100 million.
Our Latest Insights
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.
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.
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.