Comparative Asset Allocation: Private Clients
Our biannual report summarizes asset allocation for 108 of Cambridge Associates’ US-based private clients.
Peer Data
Endowments Quarterly: Fourth Quarter 2016
Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ US endowment and foundation clients. In addition, the report contains tables and charts that show returns and asset allocation by peer type and asset size.
Annual Analysis of Cultural and Environmental Institution Investment Pool Returns: Fiscal Year 2016
This report reviews portfolio returns, asset allocation, investment manager structures, and net flow data for 54 cultural and environmental institutions. Analysis and exhibits include asset class returns, performance attribution, risk analytics, policy portfolio benchmarking, the impact of private investment programs on portfolio liquidity, the use of external managers by asset class, and net flow rates.
Annual Analysis of Independent School Investment Pool Returns: Fiscal Year 2016
This report reviews portfolio returns, asset allocation, investment manager structures, and net flow data for 26 independent schools. 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, and net flow rates.
Annual Analysis of College and University Investment Pool Returns: Fiscal Year 2016
This report reviews portfolio returns, asset allocation, investment manager structures, and net flow data for 161 colleges and universities. Analysis and exhibits include asset class returns, performance attribution, risk analytics, policy portfolio benchmarking, the impact of private investment programs on portfolio liquidity, the use of external managers by asset class, and net flow rates.
Endowments Quarterly: Third Quarter 2016
Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ US endowment and foundation clients. In addition, the report contains tables and charts that show returns and asset allocation by peer type and asset size.
Comparative Asset Allocation and Total Return: UK Foundations and Endowments
Our biannual report summarizes asset allocation and total investment performance for 27 of Cambridge Associates’ UK foundation and endowment clients.
Comparative Asset Allocation: Private Clients
Our biannual report summarizes asset allocation for 107 of Cambridge Associates’ US-based private clients.
Endowments Quarterly: Second Quarter 2016
Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ US endowment and foundation clients. This quarter we used attribution analysis to examine the contribution of asset allocation and implementation decisions to total returns for the trailing one- and ten-year periods. Tables and charts in the report show returns…
Annual Analysis of Foundation Investment Pool Returns: Calendar Year 2015
This report reviews portfolio returns, asset allocation, investment management structures, and payout characteristics for 113 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.