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.
Kelly Barofsky, a Managing Director in GEM’s Investment Research Group, spoke with PitchBook about the continued momentum behind independent sponsors and why deal-by-deal structures can create strong alignment between sponsors and investors.
Head of Venture Capital, Kate Simpson, joined the Swimming with Allocators podcast to discuss how GEM constructs its venture portfolio, why the market has bifurcated, and where disciplined manager selection creates the most compelling opportunities.
Our 2025 Impact Report explores a key question shaping the future of impact investing: how can investors support AI’s development and deployment in ways that maximize its benefits while mitigating its risks?
Let’s start a conversation about how we can help.
