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.
The firm announced the final close of its second Independent Sponsors Fund at its hard cap. New capital for the strategy totals $685 million, extending a program that has invested alongside independent sponsors for more than a decade.
CIO Matt Bank joined a group of fellow CIOs on the Capital Allocators podcast to discuss how each of them is evaluating the benefits and risks of integrating AI into their investment practices today.
We believe the lower middle market remains one of private equity’s most durable and least crowded sources of outperformance. In our latest research report, we examine the data behind our thesis and explain why we think disciplined manager selection creates a distinct edge.
Let’s start a conversation about how we can help.
