solutions

Customized OCIO

We are a leading Outsourced Chief Investment Office to endowments, foundations, and other long-term investors. We collaborate with clients on the design of investment policy and portfolio construction, and then assume responsibility for implementation and manager selection. Portfolios are customized to meet clients' distinct needs, objectives, and risk tolerance, with varied allocations across asset types. Within portfolios, we ensure all clients have equitable access to our differentiated manager relationships.1

Our support goes beyond investing. We look to partner as if we were an in-house investment office, integrating with all organizational stakeholders — boards, committees, finance teams, program staff, advancement, and other senior leadership.

GEM’s Approach to OCIO

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Full institutional integration

Our team functions as an in-house investment office, integrating portfolio construction and institutional objectives while supporting good governance.

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Highly experienced team

Our experienced leadership team has decades of experience working for and partnering with leading endowments, foundations, private equity, hedge funds, and family offices.

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Unique access

Our investment team was built to source differentiated managers, affording our clients access to high-potential opportunities that are difficult to replicate.2

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Administrative ease

We assume responsibility for the nuts and bolts of investment management — including reporting, tax, and cash movement — taking as much as we can off the plates of our client staff.

How we tailor your portfolio

We build custom allocations that align portfolio construction with the types and degrees of risk that each client is capable of bearing. We base that assessment on careful collaboration and an analytical review of each client’s needs and financial condition.1

Recent Insights

GEM Makes Key Hire to Expand VC Capabilities

Kate Simpson and Jay Ripley spoke with James Comtois at Institutional Investor about Kate’s decision to join GEM, the evolution of the venture market, and how the firm is navigating current challenges and opportunities to meet the growing demand for access.

Kate Simpson Joins GEM to Lead Venture Capital Strategy

The firm announced that Kate Simpson has joined GEM as Managing Director on the Investment team. With more than 20 years of experience, she will help guide the firm’s venture capital strategy and further strengthen its investment platform.

Stephanie Lynch Named to P&I’s 2025 Influential Women in Institutional Investing

GEM is proud to announce that Managing Partner and Co-Founder, Stephanie Lynch, has been recognized by Pensions & Investments as one of the 2025 Influential Women in Institutional Investing, honoring leaders driving impact and positive change in the industry.

Connect with us

Let’s start a conversation about how we can help.

1 Custom allocations require investing through a customized portfolio, which typically incurs a higher expense load than a pooled portfolio.

2 Returns are not guaranteed.

3 Returns are not guaranteed. To select impact investments, GEM utilizes the GEM IMP Framework, a comprehensive model adapted from the Impact Management Project’s Impact Management “norms” and Impact Classes and applied by GEM to assess impact by evaluating investment strategies and managers, including but not limited to the impact of portfolio companies on key stakeholders and investment managers’ contributions to impact. For more information on the Impact Management Project, please see https://impactfrontiers.org/norms/. For the avoidance of doubt, GEM reserves the right to modify the GEM IMP Framework and its application.