Cambridge Associates*

Cambridge Associates is an investment firm helping its clients build custom portfolios.

* At 31 December 2019 Sofina is represented in the decision-making bodies of the company.

Sector

Holdings and asset managers

Shareholding percentage

22.4%

Assets under management

USD 37 bn

Employees

1,200

Assets under advisement

+USD 400 bn

Cambridge Associates (“CA”), headquartered in Boston, began working with world-class educational endowments in 1973, pioneering the strategy of high-equity orientation and broad diversification. Today, CA is a global investment firm that helps endowments, foundations, pension plans, and private clients implement and manage custom investment portfolios that aim to generate outperformance within defined risk parameters, so they can maximize their impact on the world. CA offers its clients discretionary and non-discretionary portfolio management services. Depending on the level of delegation, CA offers portfolio strategy, implementation and day-to-day management. In addition, CA provides staff extension services for clients wishing to augment their in-house resources with CA’s deep portfolio construction and asset class expertise.

Investment history


United States | 2018

Sofina has been an advisory client of Cambridge Associates for many years. In 2018, CA completed the transaction in which several of its clients purchased minority interests in the firm. Sofina led the transaction and became one of the largest minority shareholders.

Sofina is member of the board of Cambridge Associates. Sofina’s representative also chairs the remuneration and nomination committee.