the client experience
Clients First
about ca
I’m often asked what makes working with Cambridge feel different. The unique characteristics, summarized to the left, are all rooted in our core mission—providing an exceptional client experience and helping clients achieve their investment objectives—so they can fulfill their own missions with greater impact. ”
a passion for investing Our investment teams are relentless in their pursuit of alpha for their clients. They thrive on the intellectual challenge of designing portfolios that address a client’s needs. They dig into portfolio and risk analytics to understand what’s working—and what’s not. And they work diligently to understand how each manager may impact their clients’ portfolios. the right portfolio for you Building a portfolio is easy. Building a portfolio that reflects each clients’ needs takes a lot more effort. In working directly with their investment teams, clients understand that the entire investing process begins with an understanding of their goals, how they prefer to invest, tax planning considerations, and what level of risk feels right for them. And that also includes, where appropriate, developing portfolios that align with each client’s values (we even built a bird-friendly portfolio for the National Audubon Society).
alignment with clients Trust is everything. We’re very proud of the fact that we work hard to ensure our interests are aligned with those of our clients. It was a founding principle and continues to drive us today. We always put our clients’ needs first and are open about all fees, so that clients are confident that we’re acting in their best interests. With a 96% client retention rate, we believe our clients appreciate the value of that alignment. 4 a global network of ideas Partnering with us means joining a real community—one built on shared knowledge, experience, and opportunity—connecting clients, CA alumni, and a vast network of investment managers across geographies and asset classes. With more than 50 years of expertise, we bring a broad perspective to building diversified portfolios across market cycles. More than half of our recommended private investment managers are emerging managers whose exceptional experience we recognize by actively tracking their ongoing success. This collaborative network gives our clients access to insights and connections that help them achieve their investment objectives.
the client experience
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notes
samantha davidson president and head of global investing
6 cambridge associates year in review 2024–25
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