Year in Review 2024-25

our colleagues

We believe that businesses should not only create value for shareholders and employees, but should create opportunity for broader humanity. CA is uniquely positioned to not only create opportunities for others, but also to magnify our impact through leadership and stewardship that inspires others to do the same. We view this work as core to our business model, and an essential part of our leadership. Our commitment to creating opportunity for others is focused in the following areas: Corporate Social Responsibility

equity • Sourcing talent such that under represented groups have equal access and opportunity in our sector • Ensuring every employee is valued and supported by resources to reach their greatest potential • Broadening our research scope to increase the number of diverse managers we include in our due diligence pipeline

community • Strengthening

sustainability • Supporting our clients

about ca

philanthropic and charity communities by providing

actively and boldly in being “climate aware” investors

bespoke investment portfolios to support their missions

• Integrating net zero information into our investment process • Reducing our operational carbon footprint each year, and offsetting those emissions effectively to be carbon neutral in our impact

the client experience

ca events

• Supporting clients who are leaders in the philanthropic community to increase effectiveness and impact • Marshalling our employee base to actively volunteer and play a philanthropic role in the communities where we operate

investment research

our colleagues

firm ownership

notes

CA Carbon Emissions 10 Measured in Tons of Carbon Equivalent (tCO2e)

Net Zero Pledge and Carbon Offsets

We have made a commitment to support our clients in targeting the real-world reduction of greenhouse gas emissions to net zero by 2050 or sooner, both for their portfolios and the economy at large. We formalized this commitment in September 2021 through a Net Zero Pledge in collaboration with eleven of our industry peers.

9,514

-52%

4,589

2019

2023

27 cambridge associates year in review 2024–25

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