Comparative Asset Allocation and Total Return: UK Foundations and Endowments
Our biannual report summarizes asset allocation and total investment performance for 29 of Cambridge Associates’ UK foundation and endowment clients.
Peer Data
Comparative Asset Allocation: Private Clients
Our biannual report summarizes asset allocation for 98 of Cambridge Associates’ US-based private clients.
Endowments Quarterly: Fourth Quarter 2015
Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ US endowment and foundation clients. This quarter we examine the relationship between asset allocation and investment performance for the trailing one- and ten-year periods. Tables and charts in the report show returns and asset allocation by peer type and…
Annual Analysis of Cultural and Environmental Institution Investment Pool Returns: Fiscal Year 2015
This report reviews portfolio returns, asset allocation, investment manager structures, and net flow data for 55 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 Schools Investment Pool Returns: Fiscal Year 2015
This report reviews portfolio returns, asset allocation, investment manager structures, and net flow data for 28 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 2015
This report reviews portfolio returns, asset allocation, investment manager structures, and net flow data for 162 colleges and universities. 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.
Endowments Quarterly: Third Quarter 2015
Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ endowment and foundation clients.
Comparative Asset Allocation and Total Return: UK Foundations and Endowments
Our biannual report summarizes asset allocation and total investment performance for 31 of Cambridge Associates’ UK foundation and endowment clients.
Comparative Asset Allocation: Private Clients
Our biannual report summarizes asset allocation for 89 of Cambridge Associates’ US-based private clients.
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…