Disclosure certainty 3/5 debate potential 1/5

Nearly one-third of Cambridge Associates OCIO clients have SRI mandates

Margaret Chen · Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35) · Jan 1, 2018 · at 23:52

Margaret Chen, Head of CA Capital Management at Cambridge Associates, discusses client portfolio customization needs across the firm's outsourced CIO client base.

0:00 / 0:11exact quote · 11.1s
720p mp4 · rendered on demand · StarZero watermark
“Almost a third of them have some sort of unique, what folks would call a mission oriented SRI, you know, as whether it's minority managers or whether it's environmental.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Margaret Chen

Opinion
Early financial success blinds young institutional trustees to their own inexperience
“There's so many of even our peers who earn so much wealth at a very young age. Instead of going through the training program and going through the apprentice, you know, everyone says yes to you because you have been so successful so early.”
Margaret Chen Jan 1, 2018 ▶ 18:56 Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
Insight
The initial liquidity phase is critical when managing spend-down portfolios
“The most important concept that I always wanted to, you know, make sure we protected against was the first phase, whatever that is, one, two, three, five, whatever that first phase is, is the absolute most important critical phase. Because if you don't get tha…”
Margaret Chen Jan 1, 2018 ▶ 14:58 Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
Insight
Top-performing private fund managers rotate entirely over twenty-year periods
“If you look at sort of the top performing private funds, they may not be the same as they are in 20 years from now. Well, they won't be the same, you know, in 20 years previous. And so, there's always this I don't subscribe to a fixed pool. I do think that the…”
Margaret Chen Jan 1, 2018 ▶ 34:23 Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
Disclosure
Cambridge Associates lets fund managers decide how to allocate limited client capacity
“So the mechanism is pretty straightforward, and that has to do with, you know, we ensure we're compliant too, but the manager decides. So that fund, the GP, decides who ultimately, as the manager does for any client outside of Cambridge or, you know, within Ca…”
Margaret Chen Jan 1, 2018 ▶ 36:36 Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
Prediction Held up
The OCIO industry and its service models will consolidate by 2028
“If we looked up five, 10 years, I'd say we're in the early innings in the sense of there will be consolidation in the industry. And there also, there will be a consolidation of models, you know, in terms of, you know, what clients want in terms of their OCIO p…”
Margaret Chen Jan 1, 2018 ▶ 45:14 Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
Insight
Great investment ideas are useless without stakeholder buy-in
“Management consulting is actually excellent for process and being able to take a institution or a group of people through a decision, you know, and so, Advocating for a recommendation. Those are really important skills because you have, you can have the most f…”
Margaret Chen Jan 1, 2018 ▶ 11:20 Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.