Comparative Asset Allocation: Private Clients
Our biannual report summarizes asset allocation for 89 of Cambridge Associates’ US-based private clients.
Peer Data
Endowments Quarterly: Second Quarter 2015
Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ endowment and foundation clients. This quarter we review the impact of private investment allocations on performance and introduce medians based on low, medium, and high allocations to private investments. Tables and charts in the report show returns and asset…
Annual Analysis of Foundation Investment Pool Returns: Calendar Year 2014
This report reviews portfolio returns, asset allocation, investment manager structures, and payout characteristics for 112 foundations. Analysis and exhibits include performance attribution, risk analytics, policy portfolio benchmarking, the impact of private investment programs on portfolio liquidity, the use of external managers by asset class, payout rates, payout distribution components, and payout objectives.
Spending Policy Practices: 2015
The data and analysis in this report cover a variety of spending topics including spending rule types, the endowment’s support of operations, and effective spending rates. This year’s report also introduces the Cambridge Associates Endowment Spending Model.
Endowments Quarterly: First Quarter 2015
Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ endowment and foundation clients. The average return of the US Endowment and Foundation universe was 2.0% for the quarter ended March 31, 2015, an improvement from the previous quarter. Trailing one-year returns averaged 4.8%. Commentary in this quarter’s report…
Comparative Asset Allocation and Total Return: UK Foundations and Endowments
Our biannual report summarizes asset allocation and total investment performance for 26 of Cambridge Associates’ UK foundation and endowment clients.
Comparative Asset Allocation: Private Clients
Our biannual report summarizes asset allocation for 85 of Cambridge Associates’ US-based private clients.
Annual Analysis of Independent Schools Investment Pool Returns: Fiscal Year 2014
This year we’ve added new exhibits on asset class–level performance and outperformance versus policy benchmarks. We’ve also added exhibits and commentary that explore drivers of investment performance. As with past years, this report also reviews investment returns, asset allocation trends, spending rules, investment manager structures and implementation, and other topics pertinent to endowment managers at…
Annual Analysis of Cultural and Environmental Investment Pool Returns: Fiscal Year 2014
This year we’ve added new exhibits on asset class–level performance and outperformance versus policy benchmarks. We’ve also added exhibits and commentary that explore drivers of investment performance. As with past years, this report also reviews investment returns, asset allocation trends, spending rules, investment manager structures and implementation, and other topics pertinent to endowment managers at…
Endowments Quarterly: Fourth Quarter 2014
Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ endowment and foundation clients. The average return of the US Endowment and Foundation universe was flat (0.0%) for the quarter ended December 31, 2014, an improvement from the previous quarter. Trailing one-year returns averaged 4.4%. Commentary in this quarter’s…