the client experience
Assets
How We Work With Clients We structure our service offerings to meet the needs of our clients and we will further adjust the operational aspects to meet specific client needs. Our portfolio management services include the following:
about ca
5
total (usd billions)
the client experience
$86
assets under management
asset class mandates For clients who wish to leverage our specialized investment skill and manager networks in private equity, hedge funds, real assets, private credit, co-investments, and secondaries, we manage asset class mandates on a discretionary or non-discretionary basis. staff extension For institutions and family offices with a well-staffed investment office, we also provide a tailored approach to augment existing staff resources. Functioning as an extension of the client’s team, we offer access to specific skills, manager networks, or a sounding board as required by the organization.
ocio/discretionary portfolio management For clients who wish to delegate total portfolio management decision making, we serve as their fully resourced investment office, accountable for portfolio strategy, implementation, day-to-day management, and operations. non-discretionary portfolio management For clients who wish to be actively involved in investment decisions, we augment their in-house resources with our robust manager networks and provide recommendations on asset allocation, portfolio structure, and manager selection.
ca events
$530 $616
assets under advisement
investment research
our colleagues
total
firm ownership
notes
by asset class
total (usd billions)
$283 $91 $224 $18 $616
Long-Only
Hedge Funds
Private Investments
Cash Holdings
total
9 cambridge associates year in review 2024–25
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