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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 go...

Financial services (FS) companies made a high-speed switch to home offices and kitchen tables in March 2020 when COVID-19 forced widespread lockdowns around the world. In a survey of 50 executives and 144 employees, the results clearly show that FS executives are committed to making remote work more manageable for their employees and that these arr...

For the businesses who want to thrive and survive in a COVID environment, it’s crucial to deploy a business continuity plan and management training. As part of the plan and to help navigate the new workplace conditions, here is a comprehensive list of tips and checklists for financial emergence and recovery, human capital and business operati...

Having learned hard lessons from past crises, CFOs acted quickly during COVID-19 to conserve cash and contain costs. Yet short-term cost-cutting alone won't be enough to enable companies to emerge stronger from the COVID-19 crisis. To emerge stronger, you should redirect costs to the right growth drivers. Resetting costs and reshaping businesse...

By understanding the vulnerabilities of human error, more can be done to address them and build greater cyber resilience. It begins with replacing the term ‘human error’ with ‘human factor’ to move towards establishing a better first line of defense against cyber incidents.

As family leadership transitions from one generation to the next, it’s not unusual for servicing needs to change to support the younger clients. Understanding the service requirements of different client life stages allows advisors and family office managers to adapt their service model to the needs of different generations, and reduce the risk of ...

Real estate has always been a tax-advantaged investment class, especially in the U.S. where rules allow you to shelter income or cashflow through depreciable losses and other mechanisms. For the investors who want deeper insights into all aspects of their real estate investments, they see how technology is transforming their abi...

The stakes are high: climate change is creating an urgent need for a lower-carbon economy, and the Biden administration will face the daunting challenge of reigniting the U.S. economy in the wake of the pandemic, and energy may be a critical catalyst of that recovery. Dr. Daniel Yergin—a leading global authority on energy, economics and geopo...

Your employee benefits plan is likely one of your organization's largest expenses and one of your most important for attracting and retaining employees. To help you prepare for open enrollment season, this checklist will assist with your compliance obligations.

Technological innovations in bond trading rarely grab headlines, but advancements have substantially changed how business is conducted in the fixed income markets. When used as part of a comprehensive portfolio construction process, electronic trading helps improve efficiency, enhancing performance while reducing account minimums and expanding cust...

The combined effect of Biden’s tax proposals could alter behavior of the tax-aware investor. In examining the major tax provisions proposed under a Biden administration, the impact on equity tax management is clear. However, a divided or Republican-controlled Senate will make for a less orderly path from proposal to law.

The process of finding a charity and donating money seems simple. However, just like portfolio asset allocation, slightly different approaches can yield dramatically different results in your wealth management strategy. See how they change when looking at comparable after-tax benefits of three basic methods of charitable giving.

A combination of health, economic, and financial challenges has created a higher level of uncertainty than ever before—worse even than the 2008 global downturn. However, COVID-19 has created a wide range of opportunities for family offices to update their approaches to investment management, tax, and estate planning, and governance. Learn wha...

Year-end planning presents abundant opportunity to consider and optimize tax strategies. For the executives who have faced tremendous demand to lead companies through dynamic shifts during a year of historic change and disruption, it is important to be particularly mindful of tax implications that may arise from equity-linked compensation. As the y...

The COVID-19 pandemic challenges all aspects of work. For businesses attempting to return to work, there are many new liability risks and employer obligations to consider. How an employer assesses, implements, and communicates new policies and procedures will have a lasting impact on employee productivity, engagement, and commitment. This play...