May 09, 2024
Since GEM’s inception, we have probably seen over five hundred Investment Policy Statements. Though they’ve varied in length, style, and level of detail, we’ve observed that there is a consistent and recurring set of issues related to Purpose, Governance, Construction, Evaluation, and Alignment.
With this framework, we further explore the ten mistakes we most often see in investment policy development:
Read our whitepaper to learn more about the importance of carefully crafting an Investment Policy Statement to ensure successful execution of your investment program into perpetuity.
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.
