Tilly Franklin

CEO & CIO, Cambridge Investment Management · 1 appearance on the record.

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Franklin manages the Cambridge University Endowment Fund, guiding its long-term endowment model strategy and transition toward net-zero portfolio emissions. Before joining Cambridge in 2020, she spent 11 years at single-family office Alta Advisers, worked at Apax Partners, and co-founded GAIN (Girls Are Investors).

30statements → 6claims → 3claims resolved → 100%fully supported → 3.83/5average certainty → 1.83/5average debate potential → ≈4.5/5argument clarity, estimated →

3 supported 0 partly supported 0 contradicted 1 not yet assessed 2 not checkable as stated how the 6 claims stand · each chip opens the sources

6 assertions · 1 opinion · 12 insights · 11 disclosures · every statement was checked. The predictions and assertions are the 6 claims: statements the public record can support or contradict. 3 are resolved, 1 is not yet assessed, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Tilly argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

Franklin: Stop pretending private equity funds actually have ten-year lives

“Frankly, very few private equity funds actually have a tenure life, as we all know, so let's stop pretending that's the case”

Tilly Franklin Jan 22, 2024 ▶ 50:52 Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Expressed certainty vs assessment result

none yet certainty 1

none yet certainty 2

100% certainty 3

100% certainty 4

none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Tilly Franklin on measured tape to publish a rate. This says nothing about how they speak.

What they said30 Episodes1

Everything Tilly Franklin said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure

Franklin: 21 of Cambridge's 31 colleges invest in central endowment

“There are 31 different colleges within it, and each of them has their own endowment, and they are completely independent in terms of whether they choose to invest those endowments with the central pool that we manage or to do something completely different. So…”

Tilly Franklin Jan 22, 2024 ▶ 42:43 Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Disclosure

Franklin: Cambridge hedges portfolio back to 60% sterling exposure

“We approximately have, this isn't exact at all, but approximately a third of the portfolio is in sterling related stocks. Opportunities are just over a third in dollar denominated investments, and then the other just under a third is other. And we have a polic…”

Tilly Franklin Jan 22, 2024 ▶ 44:12 Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Disclosure

Franklin: Cambridge uses open-ended fund-of-one structures for real estate

“What we've set up in a number of areas are a fund of one structure where we're still working with an expert third-party manager who But we're just the only investor in that vehicle, and the rationale for that has really just been that we're very long-term, and…”

Tilly Franklin Jan 22, 2024 ▶ 49:21 Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Assertion Not publicly verifiable

Franklin: Cambridge PE managers measuring emissions jumped from one to seven

“So in 20, 22, only one of our PE managers actually measured and reported emissions, whereas in 20, 23, there's going to be seven.”

Tilly Franklin Jan 22, 2024 ▶ 55:32 Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Assertion Supported

Franklin: Less than 25% of UK investment professionals are women

“I think in the UK, less than 25% of investment professionals are women, and then as you get to a more senior level, it shrinks to a smaller percentage.”

Tilly Franklin Jan 22, 2024 ▶ 1:01:00 Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Disclosure

Cambridge Endowment developed sustainability executive course for fund managers

“And we've actually developed an executive education course with the university that we are inviting our fund managers to attend.”

Tilly Franklin Jan 22, 2024 ▶ 53:19 Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Appearances (1)

Episode	Date	Speaking time
Tilly Franklin – Endowment Model at Cambridge University (EP.363)	Jan 22, 2024	54m

Tilly Franklin

The record, in short

Their most notable supported claim

Expressed certainty vs assessment result

How they sound: not measured why? →

Appearances (1)

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