The Art of Effective Governance: Avoiding Investment Committee Pitfalls

June 23, 2023

Key Takeaways

Practicing good governance is easier said than done. Despite best intentions, investment committees can easily fall into well-documented traps that derail constructive stewardship.
In GEM’s experience, failings in investment committee effectiveness typically stem from avoidable breakdowns of people, processes, or behaviors; these manifest as either loss of integration with the institution, unhealthy action bias, or a failure to sort what’s relevant from what isn’t.
Avoiding these pitfalls in the first place is the best way to improve an investment committee’s effectiveness.

Recent Insights

Emerging managers: Independent sponsors are having their moment in the sun

In Buyouts’ latest Emerging Managers Report, Caroline Dallas, a Director in GEM’s Investment Research Group, offers her perspective on the growing independent sponsor market and shares why, for dealmakers who are looking to branch out, now might be the right time to take the leap.

Read Article

ION Analytics: Kelly Barofsky on identifying opportunities in mid-market

Kelly Barofsky, a Director in GEM’s Investment Research Group, joined Giovanni Amodeo at ION Analytics to discuss GEM’s approach to identifying opportunities in the lower mid-market, including the importance of sector specialization and manager-investor alignment.

GEM Raises $450M Fund to Back Independent Sponsors

Jay Ripley, Head of Investments, spoke with FundFire about the recent close of GEM’s inaugural independent sponsors fund and shared the importance of manager diligence in establishing long-term GP-LP relationships.

Read Article

Insights

OCIO Thought Leadership

The Art of Effective Governance: Avoiding Investment Committee Pitfalls

Recent Insights

Emerging managers: Independent sponsors are having their moment in the sun

ION Analytics: Kelly Barofsky on identifying opportunities in mid-market

GEM Raises $450M Fund to Back Independent Sponsors

Connect with us