Year in Review 2024-25

investment research

Sustainable Investing to Maximize Performance & Impact

about ca

Markets don’t exist in isolation; they exist and function well on a healthy planet and in healthy societies.”

the client experience

ca events

We lead with a research-driven approach to Sustainable & Impact Investing (SII), 6 integrating environmental, social, and governance (ESG) tools across our investment platform. We believe sustainable investing means meeting clients’ present return needs without compromising future returns. Our approach is built on four pillars unique to CA insight Forty years of sustainable investing experience

investment research

annachiara marcandalli global head of sii solutions

our colleagues

influence Scale and expertise allow us to seed managers leading in this space, mobilize capital to fill gaps, and shape industry standards. We actively engage with clients, managers, and industry groups to drive progress. commitment We are in this for the long run. We hold ourselves and our partners to the highest standards of integrity and stewardship. Our commitment to SII is evident in the support of our board and shareholders, our leadership in industry initiatives, and our relentless pursuit of innovative approaches that keep our clients at the forefront of the field.

firm ownership

and our deep sector research enable us to identify material risks and opportunities that traditional analysis may miss. partnership We work side-by-side with clients, tailoring SII strategies to their missions, values, and regulatory needs. We focus on the most relevant factors for each investment, sector, and client to deliver actionable insights.

notes

20 cambridge associates year in review 2024–25

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