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.
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.
In a recent byline, GEM’s Co-Founder and Managing Partner, Stephanie Lynch, examines the merits of in-person nonprofit board meetings and highlights why virtual interactions often lack the depth of engagement required for effective board leadership.
Strong returns from leading university endowments have reignited discussion about how institutions can sustain performance in a shifting market environment. In commentary for The Wall Street Journal, GEM’s Co-CIO, Matt Bank, reflects on how endowment leaders are preparing for more uncertain conditions ahead.
Let’s start a conversation about how we can help.
