Year in Review 2024-25

investment research

Global Networks, Local Expertise

about ca

manager concessions negotiated since 2016

The best-performing PI managers operate at all levels of fund size and maturity. We seek out those up-and-coming managers who have proven themselves, even if though they may not have an established track record. 50% emerging managers as percent of overall pi recommendations Sustainable and Impact Investing (SII) 6 is not an afterthought or separate workstream at CA. We consider the merits of every investment using multiple criteria, including whether they factor sustainability into their own investment processes. percent integration of our sii research criteria 100%

We search the globe for the best investment ideas and with 25% of our investment team outside the United States, we believe that local presence helps us find ideas worthy of our client portfolios. tracked investment strategies outside of the united states 36%

the client experience

We leverage our scale to improve fees and terms, collectively saving our clients millions of dollars. 700

ca events

investment research

our colleagues

firm ownership

notes

tracked funds recommended 5%

We pride ourselves on the thoroughness of our due diligence process, resulting in only recommending 1 in 20 of those managers we follow.

16 cambridge associates year in review 2024–25

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