CA Capital Management, Cambridge Associates’ dedicated Outsourced Chief Investment Officer (OCIO) business, provides discretionary outsourcing services to institutions globally. We currently manages more than $37 billion in assets on behalf of more than 107 discretionary clients, as at June 2019.
Incorporation of ESG factors is included as a core part of the service of our OCIO offering. The team contains ESG subject matter experts in senior OCIO roles to provide appropriate investment outcomes to discretionary clients incorporating their ESG/RI goals. For example, one of the key founder's of the firm's Mission Related Investing practice a decade ago now works as an OCIO, bringing deep expertise on ESG/RI issues. The team also draws on the investment research capabilities of the broader firm, which integrate consideration of ESG issues.
The team has no off-the-shelf products and all discretionary management is driven by the specific needs of the individual client and is enacted in accordance with that client’s own investment policy and goals, to include ESG, RI, and Impact. These goals may place substantial importance on ESG factors. Our own firm-wide focus on ESG integration also enhances our ability to deliver a robust discretionary solution.