September 25, 2023
GEM’s proprietary Enterprise Assessment framework provides a structured approach to aligning an institution’s investment policy with its financial realities, strategic goals, and risk tolerances. By evaluating key factors such as budget dependence, operating performance, balance sheet strength, and endowment flows, the framework clarifies an organization’s capacity to accept investment risk. These insights are combined with mission-driven priorities and stakeholder preferences to determine appropriate risk-return objectives. The resulting analysis guides the development of customized portfolios and Investment Policy Statements that balance long-term growth with stability, support effective governance, and help institutions sustain their missions over time.
In this edition of The Long View, Co-CIO Matt Bank explains why managing risk with structure, discipline, and flexibility is essential for long-term investors, and how GEM’s approach helps portfolios endure uncertainty.
In an interview with FundFire, GEM’s Co-CIO, Matt Bank, addresses critiques of the endowment model and explains why disciplined execution in private markets remains essential to long-term success.
Head of Investments Jay Ripley joined Ted Seides on the Capital Allocators podcast to discuss his path from private equity to GEM, the firm’s approach to backing emerging managers and independent sponsors, and the importance of strong manager selection amid growing dispersion.
Let’s start a conversation about how we can help.
