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Cambridge Associates

Service Providers Framework 2020

You are in Investment Consultancy » Strategic asset allocation

Strategic asset allocation

IC 07. ESG incorporation into strategic asset allocation

07.1. Indicate whether you incorporate ESG into your strategic asset allocation process.

07.2. Indicate how you incorporate ESG into your strategic asset allocation services.

07.4. Additional information. [OPTIONAL]

Our core research process systematically incorporates ESG considerations, which in turn feeds into the asset allocation process.

Our key research papers on incorporating climate change can be found below.

https://www.cambridgeassociates.com/wp-content/uploads/2019/12/Summary-of-Climate-Change-Science-for-Investors-US.pdf

https://www.cambridgeassociates.com/research/risks-and-opportunities-from-the-changing-climate-playbook-for-the-truly-long-term-investor/

 


IC 08. Scenario analysis and/or modelling (Private)


IC 09. Demonstrating value on asset allocation

09.1. Describe how you measure, track or otherwise demonstrate your value on asset allocation activities.

          Each of our portfolio management relationships begin with a detailed review of the objectives and constraints of the investment portfolio. We believe that asset allocation is the single most important driver of returns and so, as part of this exercise, we review the existing (or advise on a new) strategic asset allocation that we feel would be most appropriate to achieve the objectives of the portfolio while taking the lowest possible amount of risk.  Therefore, the return generated by our portfolio management relationships is a demonstration of our value on asset allocation activities.
        

09.2. Additional information. [OPTIONAL]


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