Use Cases
fundraising, screening
Integrations
Office Functions
front-office

Cambridge Associates

Cambridge Associates, founded in 1973, is a globally recognized investment firm dedicated to assisting a diverse clientele, including endowments & foundations, pension plans, and high net worth private clients, in designing and managing customized investment portfolios. The company's primary goal is to empower its clients to achieve superior financial performance while maximizing their positive impact on the world. Cambridge Associates has played a pivotal role in the evolution of investment strategies, particularly through its pioneering work in advocating for high-equity orientation and broad diversification since the 1980s—a strategy that has consistently driven performance for institutional investors. Today, the firm offers an array of portfolio management services, such as outsourced Chief Investment Officer (CIO) solutions, non-discretionary portfolio management, investment staff augmentation, and asset class mandates. With a presence in major financial hubs worldwide, Cambridge Associates is headquartered in Boston, MA.

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