the client experience
Investing in Our Capabilities We constantly examine our processes to see how we can improve our clients’ experience. Here are some recent changes designed to deliver better outcomes for our clients.
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easy access to account information Access CA offers clients secure, streamlined access to portfolio reports and documents, including interactive views for total portfolio clients. Clients can easily sign and share materials with their investment team.
private investment secondary and co-investment programs We provide expertise in both private investment secondaries and co-investments, and, depending on asset size, can help clients build out stand-alone investment programs or participate in turnkey solutions with favorable terms.
preferred custodian pricing We have negotiated very competitive custodial pricing with a number of industry-leading
the client experience
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providers of institutional services to help our client lower administrative costs.
investment research
our colleagues
firm ownership
notes
integrated tax and structuring expertise We continue to add expertise to our Private Wealth Strategies team, serving as a resource for private clients with respect to tax, structuring, and other considerations as they consider their investment options and implementation.
governance best practices We recognize that good governance is critical to client success. That is why we have dedicated expertise within our Private Client and Endowment & Foundation practices to conduct research on investment oversight, share peer experiences and best practices, and deliver trustee training programs throughout our client network.
digital access to private investment analytics & manager information Our iLevel application and enhanced PI Manager platform give clients seamless access to advanced portfolio analytics and CA’s intellectual capital.
12 cambridge associates year in review 2024–25
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