This paper highlights key provisions of the major U.S. financial act signed into law in July 2010, focusing on issues related to alternative investments and managers. With more than 60 mandated federal studies due over the next several years and at least 200 new regulations that have yet to be written, the final regulatory landscape…
Given that the global economic outlook is highly uncertain and valuations are not particularly cheap, we once again find ourselves in the role of urging institutions to develop spending contingency plans now, to prepare for the day when their spending policy may dictate cuts, as opposed to being forced to make such decisions hastily, under…
Even as we focus on the investment challenges of the new decade, it is useful to consider the past ten years. This report briefly covers the performance of various asset classes in the 2000s before delving into lessons learned and observations relevant in the years ahead.
Describes potential motivations for integrating environmental, social, and corporate governance considerations into investment decisions and encourages interested investors to be clear about their own reasons for doing so.
In October 2006, Cambridge Associates conducted a Social Investing survey of all its U.S. endowed clients. The survey queried institutions on their interest and participation in social investing, as well as the objectives, governance, values, implementation, and program evaluation of those institutions who do engage in social investing. Download PDF
Managing behavioral risk is arguably prerequisite to effective implementation of other risk mitigation strategies. This paper identifies ways investors can counter the urge to stampede for the exits during times of crisis.
This is the eighth in what has evolved into a series of occasional papers, Asset Allocation in the Current Environment, on the evolution of the secular bear market in equities and our thoughts on how investors can best cope with the prevailing uncertainties.
In April 2009 a group of U.S. colleges and universities, museums and libraries, independent schools, and other institutions were invited to participate in a brief survey on spending policy as an update to a similar survey that was conducted in 2008. The survey asked about the policies in place, as well changes that were being…
In March 2009 a group of U.S. colleges and universities were invited to participate in a brief survey on spending policy as an update to a similar survey that was conducted in 2008. The survey asked about the policies in place, as well changes that were being implemented or were under consideration for future implementation….
An update to our October 2008 web publication, this paper revisits strategic questions and advises investors to think carefully about the economic and political dimensions of investment decisions.