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Ten Mistakes in Investment Policy Development

Ten Mistakes in Investment Policy Development

An effective Investment Policy Statement should support good governance and the unique needs of your institution. Our whitepaper explores common pitfalls in investment policy development and offers guidance on how to get it right.

GEM Private Pacing Methodology

GEM Private Pacing Methodology

Sourcing and manager selection typically get top billing in conversations around private investments, but one underappreciated aspect of a successful private allocation—explored in our recent whitepaper—is the art of pacing commitments to ensure appropriate portfolio allocation.

GEM 2024 Outlook: The Big Debates

GEM 2024 Outlook: The Big Debates

In our 2024 Outlook, we outline four current issues that are impacting portfolios and offer our views on how these questions might influence our allocation strategy and the broader economic landscape.

Independent Sponsors: The sweet spot for accessing PE talent

Independent Sponsors: The sweet spot for accessing PE talent

Learn why we believe investing alongside independent sponsors presents a compelling opportunity to back investors earlier in their lifecycle and gain differentiated access to the small buyout market.

SuperReturn 2023: Stephanie Lynch on private investments and being flexible

SuperReturn 2023: Stephanie Lynch on private investments and being flexible

Hear from Stephanie Lynch at this year’s SuperReturn as she discusses the role of private investments in a high-inflation environment and the importance of flexibility in volatile markets.

GEM 2023 Investor Meeting: AOI – Japan Activism

GEM 2023 Investor Meeting: AOI – Japan Activism

Jillian Correia, an Investment Manager on GEM’s Investment Team, discusses one recent area of investment interest: Japan activist investing.

GEM 2023 Investor Meeting: Risk-Adjusted Returns

GEM 2023 Investor Meeting: Risk-Adjusted Returns

Matt Bank, a GEM Partner and Deputy CIO, discusses how we aim deliver risk-adjusted returns to our clients.

GEM 2023 Investor Meeting: AOI – US Activism

GEM 2023 Investor Meeting: AOI – US Activism

Matt Libel, a Principal on GEM’s Investment Team, discusses one recent area of investment interest: US activist investing.

GEM 2023 Investor Meeting: Manager Diligence – Office Visits

GEM 2023 Investor Meeting: Manager Diligence – Office Visits

Kelly Barofsky, a Principal on GEM’s Investment Team, discusses what we aim to learn when visiting a manager’s office as part of our diligence process.

GEM 2023 Investor Meeting: Driven by Mission

GEM 2023 Investor Meeting: Driven by Mission

GEM’s Managing Partner, Stephanie Lynch, discusses the driving force behind our work — the important underlying missions of our clients.

GEM 2023 Investor Meeting: Crafting Investment Policies

GEM 2023 Investor Meeting: Crafting Investment Policies

Matt Bank, a GEM Partner and Deputy CIO, discusses GEM’s approach to developing investment policies

GEM 2023 Investor Meeting: Manager Diligence – Reference Calls

GEM 2023 Investor Meeting: Manager Diligence – Reference Calls

Kelly Barofsky, a Principal on GEM’s Investment Team, discusses the importance of reference calls in our manager diligence process.

GEM 2023 Investor Meeting: Sourcing via Residencies

GEM 2023 Investor Meeting: Sourcing via Residencies

Jillian Correia, an Investment Manager on GEM’s Investment Team, discusses why extended on-the-ground residencies are beneficial when sourcing investment opportunities.

The Art of Effective Governance: Avoiding Investment Committee Pitfalls

The Art of Effective Governance: Avoiding Investment Committee Pitfalls

In GEM’s experience, breakdowns in Investment Committee effectiveness often stem from avoidable missteps of people, processes, or behavior. Learn our best practices for avoiding these common pitfalls.

2022 Impact Report: Vision to Action

2022 Impact Report: Vision to Action

In our 2022 Impact Report, learn how GEM's impact platform is transforming vision into action, delivering meaningful outcomes for people and the planet.

Investment Committee Construction Best Practices

Investment Committee Construction Best Practices

Building a well-functioning Investment Committee is a critical step in the stewardship of perpetual assets. Read our recommendations for selecting, sizing, and governing an effective Committee.

GEM 2023 Outlook:  A New Investor Playbook

GEM 2023 Outlook: A New Investor Playbook

In our 2023 Outlook, we explore the current inflationary environment and implications for 2023 and beyond.

Enhancing Equity Returns: The Case for Adding Small Buyouts to a Portfolio

Enhancing Equity Returns: The Case for Adding Small Buyouts to a Portfolio

Small buyouts have demonstrated an enduring ability to act as an equity alternative.

Venture Capital: Access is Everything

Venture Capital: Access is Everything

Accessing high-quality venture capital managers requires expertise and dedicated resources. Learn more about the team’s approach, and how investing on behalf of mission-driven organizations gives GEM a crucial edge.

Manager Interview: Variant Equity Advisors

Manager Interview: Variant Equity Advisors

In this interview, hear from Variant Equity Advisors, one of GEM’s buyout managers, as we discuss how Variant seeks to find unique sources of value and the importance of true partnership.

ESG Does Not Equal Impact Investing

ESG Does Not Equal Impact Investing

For values-aligned investors, we believe impact investing offers a more compelling opportunity than ESG.

Impact Underwriting: What is Impact Investing?

Impact Underwriting: What is Impact Investing?

Join Meredith Lorenz Heimburger, Partner and Head of Impact, to learn about the history of impact investing, how it differs from ESG, and the key tenets to GEM's approach.

Investing for Diversity and Racial & Social Equity at GEM

Investing for Diversity and Racial & Social Equity at GEM

Learn about GEM's multi-year approach to increasing diversity and racial & social equity in our investment program.

2021 Impact Report: Moving Forward with Urgency & Optimism

2021 Impact Report: Moving Forward with Urgency & Optimism

GEM’s 2021 Impact Report highlights how we support clients to achieve a more just, sustainable future.

GEM Guide to Impact Investing

GEM Guide to Impact Investing

In our Guide to Impact Investing, we summarize the key considerations that fiduciaries of endowments and foundations must consider when deciding to integrate institutional values into their investment program.

2020 Impact Report: Mapping Mission to Portfolio

2020 Impact Report: Mapping Mission to Portfolio

GEM’s 2020 impact report details how we partner with clients to deliver positive stakeholders outcomes today and set a vision for the future.

Impact Measurement for Complex Portfolios

Impact Measurement for Complex Portfolios

Explore GEM's process for applying the Impact Measurement Project framework to client portfolios.

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