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

Ten Mistakes in Investment Policy Development

An effective Investment Policy Statement should support good governance and the unique needs of your institution. Our whitepaper explores common pitfalls in investment policy development and offers guidance on how to get it right.

GEM Private Pacing Methodology

Sourcing and manager selection typically get top billing in conversations around private investments, but one underappreciated aspect of a successful private allocation—explored in our recent whitepaper—is the art of pacing commitments to ensure appropriate portfolio allocation.

GEM 2024 Outlook: The Big Debates

In our 2024 Outlook, we outline four current issues that are impacting portfolios and offer our views on how these questions might influence our allocation strategy and the broader economic landscape.

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 For the avoidance of doubt, GEM reserves the right to modify the GEM IMP Framework and its application.