Resource Search

Even as markets improve, investors may not be ready to reembrace risk. Closed-end fund activity offers a surprising view.

Can investors capture market returns and harvest tax losses amid periods of high volatility? Find out how the markets in 2020 and in 2008 provide guidance for beneficial tax management during a crisis.

Will the Vatican’s “clean and renewable” energy announcement impact fossil fuel investors? Learn more about the changes to Catholic investing, including how the three priniciples of doing no harm, active corporation participation, and positive strategies can address the market realities.

Despite hard times for the broader economy, investors fared surprisingly well throughout the COVID-19 pandemic. What should they do now that the big R has arrived?

Dealing with COVID-19 remains an uphill slog. However, markets have demonstrated a mixture of confidence and belief. But a V-shaped recovery is not expected. For an investor, this means being realistic about return expectations while being aware of the long-term issues underpinning markets. Inside this report we look at the economic outlook as global economies try to get back on their feet. It is also a good time to understand why strategic asset allocation and ESG investment are central to the ascent.

How much to spend is an essential question for foundations, and one of the most complex, particularly in moments of change or turmoil. This Strategy Guide invites you to reflect more deeply on how your foundation chooses to balance four factors—purpose, conditions and trends, time horizons, and assets for mission—especially in times of greater crisis or opportunity. It leaves the final decision to you, without judgment for your payout amount, lifespan, or mission.

There are parallels between the economic impact of COVID-19 and that of the 1918 flu pandemic—but how do they stack up from a market perspective?

Diversity of perspective is a key element in deciding how to balance business risks and opportunities. For investors, companies, and employees alike, diversity makes a difference—but it takes data to know how much work is ahead.

Nonprofit endowments and philanthropic foundations are increasingly interested in how their investment practices can be aligned with the institution's mission, values, and goals. One way to do that is impact investing, which is a process designed to align environmental, social, governance and faith-based goals with an investment portfolio. As impact investment opportunities become more prevalent, institutions are taking notice on behalf of their stakeholders.

In this webcast, Cambridge Associates thought leaders discuss the current state of real assets markets and how they are positioning portfolios for the long-term. With an insider’s view, they share their investment process across real estate, infrastructure, and natural resources. They cover the risks in the marketplace and the bright spots going forward in the future.