CAMBRIDGE ASSOCIATES LLC

Methods of Analysis, Investment Strategies and Risk of Loss

We typically work with our clients to identify or refine their investment objectives, risk parameters, and spending needs to determine an appropriate asset allocation and manager structure designed to achieve each client’s particular financial goals. We utilize a number of analytical models to determine the appropriate asset allocation and manager structure, and we seek to match strategies and managers that we recommend or select with our clients’ objectives.

Our investment manager due diligence is based on qualitative and quantitative analyses briefly described below.

Qualitative factors we generally consider during our initial due diligence and future monitoring include:

• History of the organization and management team additions and departures
• Experience, quality and capacity of current investment team
• Organizational strength and cohesiveness
• Attract...
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