Author name: dr-alerts

Anja Clarkson Team Spotlight

Team Spotlight: Client and People Experience Manager, Anja Clarkson

During Sorted Money Month, we are showcasing our talented team and our different job roles at Cambridge Partners. Can you ‘Push Pause’ to see if a career in investing could be something for you? We would love to see more wāhine enter the financial services sector. At Cambridge Partners, our amazing wāhine thrive in the […]

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Evidence-based investing: What does it mean?

Evidence-Based Investing: What does it mean?

At Cambridge Partners, we don’t invest based on hunches or gut-feels. Our investment philosophy is based on academic evidence-based research spanning decades. In this article, we’ll highlight a few of the important financial theories that have influenced this. The world of investing has not been plain sailing. Historically, investors would pick stocks based on what

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Client Services Manager Team Leader Ruby Familton

Team Spotlight: Client Services Manager Team Leader Ruby Familton

We will be showcasing our team over Sorted Money Month to enable you to ‘Push Pause’ to see if a career in investing could be for you. We have many amazing wāhine at Cambridge Partners who thrive in our progressive learning environment. All roles have pathways to advance your career. This week we’re spotlighting our

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mathematical financial formulas on clear whiteboard

Modern Portfolio Theory: 10 valuable ways it supports evidence-based investing

Last semester, I completed a finance paper, where I studied Dr Harry Markowitz’s Modern Portfolio Theory. His formula and studies in the 1950s created the foundation of today’s investment practices. Dr Markowitz passed away this year aged 95, and not only was he the first to treat the art of investing as a science, but

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