Comparative Asset Allocation: Private Clients
Our biannual report summarizes asset allocation for 122 of Cambridge Associates’ US-based private clients.
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Planning for the US Presidential Election
This general election will be one of the most unusual in modern history. Investors should not tweak portfolios based on election prognostication.
Endowments Quarterly: Second Quarter 2020
Our quarterly report summarizes asset allocation and preliminary investment performance as of June 30 for 394 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.)
Spending Policy Practices: 2020
Annual distributions from the endowment are a source of supplemental operating revenue for most endowed institutions. An institution’s endowment spending policy provides a basis for the calculation of the annual distribution, serving as a bridge that links the long-term investment portfolio and the enterprise. The data and analysis in this report provide an in-depth look at the various spending rule types that are used among our endowed clients. Also included are analysis on the endowment’s support of operations and effective spending rate.
US Manager Universe Statistics: Second Quarter 2020
This publication presents manager performance for 37 asset classes and substrategies, showing the median, mean, and key percentiles of return. Relevant indexes for each asset class are also included to provide market context.
Foundation Annual Flash Statistics Report: Calendar Year 2019
The Foundation Annual Flash Statistics Report provides a first look at the results of our 2019 Foundation Annual Investment Pool Returns survey. Included in the analysis are a summary of investment pool returns, asset allocation, and returns after spending for 115 foundations. Additionally, the report provides detailed data by institution on asset allocation. Look for…
Endowments Quarterly: First Quarter 2020
Our quarterly report summarizes asset allocation and total investment performance for 390 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.
US Manager Universe Statistics: First Quarter 2020
This publication presents manager performance for 37 asset classes and substrategies, showing the median, mean, and key percentiles of return. Relevant indexes for each asset class are also included to provide market context.
Decades of Data: 1900–2019
As the current market environment continues to rapidly evolve, we remind investors that reviewing the history of business cycles, returns, and valuations can help provide a framework for understanding the market today. Our 2019 edition of Decades of Data presents historical analysis on economic indicators, equity, fixed income, and cash markets across eight geographies over the very long term.
VantagePoint: The Bear Awakens
In this edition of VantagePoint, we review the circumstances that have abruptly ended the bull market and evaluate the market implications of COVID-19. With that context, we discuss the case for rebalancing and evaluate some early opportunities.