notes
All data is as of December 31, 2024 unless otherwise noted.
3 C lient tenure does not necessarily indicate client satisfaction and should not be viewed as an endorsement of Cambridge Associates’ services. 4 R etention rate is the average annual rate for five years ending on December 31, 2024. 5 “Assets under advisement” include the portfolio values of the firm's and its affiliates' clients that receive investment advice or management and performance reporting. In a limited number of instances, client portfolio values include assets for which Cambridge Associates is only responsible for reporting performance and does not have an investment advisory responsibility. For portfolio values without final December 31, 2024 data available, assets from the prior quarter or estimates have been used. 6 S ustainability and Impact Investing take into consideration all material factors for risk management and economic value creation and intentionally seek investment in market-driven solutions to real world challenges. This includes the practice of using investments to directly achieve, or be aligned with, an institution's values or mission and a recognition that climate change and social inequality are systemic, structural factors that create risks and opportunities material to long-term portfolio management. Cambridge Associates uses the
1 A ssets under advisement and assets under management include the portfolio values of the firm’s and its affiliates’ clients that receive investment advice or management and performance reporting globally. In a limited number of instances, client portfolio values include assets for which Cambridge Associates is only responsible for reporting performance and does not have an investment advisory responsibility. For portfolio values without final December 31, 2024 data available, assets from the prior quarter or estimates have been used. 2 C lient type by number of clients: n = 1,028. Percentages may not sum to 100 due to rounding. Other non-profit includes a wide variety of non-profit organizations including, but not limited to, museums and libraries, independent schools, medical institutions, professional and research organizations, service organizations, religious institutions, performing arts institutions, and settlement trusts. Private client & family office includes individuals, families, and family offices. Government & union includes public and government-related funds, superannuation funds, and sovereign wealth funds.
term SII to encompass a spectrum of strategies and approaches, including, but not limited to, proactive integration of Environmental, Social, and/or Governance (ESG) factors, diversity, equity, and inclusion (DEI), impact investing, mission-related investing, and negative screening. 7 R efers to all Cambridge Associates client commitments to private investments from January 1, 1980 – December 31, 2024. 8 A ssets under advisement and management include the portfolio values of the firm’s and its affiliates’ clients that receive investment advice or management and performance reporting. In a limited number of instances, client portfolio values include assets for which Cambridge Associates is only responsible for reporting performance and does not have an investment advisory responsibility. For portfolio values without final December 31, 2024 data available, assets from the prior quarter or estimates have been used. Strategy values may not sum to the total due to rounding. 9 Includes regular employees only, and excludes fixed-term, intern, temp or contractors.
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29 cambridge associates year in review 2024–25
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