Cybersecurity risk assessment is a key component of operational due diligence. It should be independently conducted with the goal of helping to identify and evaluate potential vulnerabilities within a manager’s technology infrastructure.
Although no single strategy can address all challenges related to saving for retirement, adopting a hybrid approach represents a significant initial step toward improving retirement savings outcomes—for employers and employees alike.
The start of the year is an ideal time to review investment practices and procedures to ensure you are set up for success. In this edition of VantagePoint, we outline the following five key investment pitfalls that can steer investors off course and offer guidance on how to avoid them: 1) Taking too little risk; 2) Firing excellent managers after a bout of underperformance; 3) Sizing individual positions too large; 4) Misunderstanding liquidity risk; and 5) Failing to exercise strong governance.
The Cambridge Associates 2025 Outlook features our investment outlook for 2025, separated into eight key investment themes.
We expect global equities to outperform bonds, as near trend economic growth should support continued corporate earnings growth and healthy risk appetite. Stock/bond correlations should be lower than the 2023–24 peak levels, even as protectionist US policy may drive global economic uncertainty higher.
No, not at this time. While the Trump administration’s policies will impact markets, we expect other factors will be larger drivers of long-term investment performance.
Enterprising families seeking more comprehensive private allocations can consider building a PI fund program to serve as a pathway to a multitude of new opportunities. Understanding the potential advantages and challenges of PI fund programs can help family investors consider whether an expansion of their private allocations is right for them.
Yes, we believe it will. Excitement around artificial intelligence and its related technological advancements has been a key market driver since early 2023.
For many families, navigating the complexities of outsourcing investment functions can be challenging. This paper helps families understand the different structural components to consider as they seek to create an institutional-caliber portfolio.
Today many US states are concurrently holding primaries, which are critical for presidential hopefuls to secure delegates.