December 06, 2022
The popularity of environmental, social, and governance (ESG) investments has been met recently with heightened public scrutiny as investors have begun to question the legitimacy, efficacy, and measurability of ESG. Whereas ESG is often positioned in the market as a strategy for driving better outcomes for people and planet, it is, in reality, a framework for evaluating how environmental, social, and governance factors can impact a company’s financial performance. The interpretation and application of ESG investing has varied across the industry in ways that have left ESG investors without clearly defined criteria around what constitutes an ESG investment or how that investment contributes to social and environmental outcomes.
How, then, should investors seek to invest in alignment with their values? At GEM, we believe that impact investing—when done well—can offer a more intentional and stakeholder-centered solution. Impact investing prioritizes outcomes on people and the planet alongside financial returns, and utilizes a rigorous and consistent measurement framework that provides investors with clarity and confidence around how their investments can deliver meaningful positive impact.
In this Q&A with Buyouts, Caroline Dallas discusses the outlook for emerging manager fundraising in 2025. She explains why this cohort represents such a compelling investment opportunity and how GEM seeks to identify the next generation of investment talent.
In our 2025 Outlook, the GEM team examines the key policy shifts and market trends set to shape the economic landscape in the new year, and outlines how we are strategically positioning client portfolios as a result.
Deputy CIO Matt Bank concludes his three-part series on the Endowment Model with an exploration of the attributes that will be required to effectively invest an endowment-style portfolio over the next decade.
Let’s start a conversation about how we can help.
