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

green logo

Full institutional integration

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

green logo

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.

green logo

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

green logo

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

In Defense of the Endowment Model, Rightly Understood

The first of Deputy CIO Matt Bank’s new series, The Long View, reaffirms GEM’s belief that the Endowment Model – in the right hands, for the right institutions – remains a compelling means of achieving risk-adjusted returns.

GEM Expands Impact Investing Team with Two New Hires

GEM announced the addition of two new investment professionals to its impact investment team: Angelica Nikolausson joined as Managing Director, and Ann Eubank as Senior Associate.

The Returns Horse Race Has Begun — But Does Measuring Up Matter?

As Matt Bank discussed with Institutional Investor, institutions should avoid the comparison game as endowment return season gets underway and focus instead on simply running their own race.

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.