GEM partners with a select group of endowments, foundations, sovereigns, families, and other long-term investors to protect and grow multi-generational capital. We craft sophisticated portfolios to meet clients’ objectives and deliver access to a diversified mix of asset classes and alternative investments.
* As of July 1, 2024
As the investment office for our clients, we strive to be an integrated partner. We design portfolios around specific goals and constraints, including risk tolerances, liquidity requirements, and strategic plans. But we also look to build a deeper foundation of trust and rapport, standing ready to collaborate on a broad range of financial and organizational matters as if we were an embedded member of the team.
Boutique size and deep partnership
Custom portfolios aligned with your goals1
The resources and expertise of a leading investment office
We proudly serve a select group of mission-driven nonprofits and long-term investors.
We aim to translate our clients’ return goals, spending needs, and risk tolerance into an appropriate portfolio structure, then leverage our extensive networks and endowment experience to source and underwrite compelling manager and investment opportunities across asset classes. We use diversified custom and commingled structures to help ensure efficiency, fairness, and alignment across our clients. Both multi-asset and asset class–specific portfolios are built using a single, rigorous investment process.3
In the second of his three-part series on the Endowment Model, Deputy CIO Matt Bank examines the incomplete quantitative arguments around endowment performance and offers a more substantive evaluation framework.
As many smaller endowments and foundations opt to outsource their investment management, the Financial Times spoke to GEM's Deputy CIO Matt Bank about how this arrangement can be beneficial to such institutions.
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.
Let’s start a conversation about how we can help.
1Custom allocations require investing through a customized portfolio, which typically incurs a higher expense load than a commingled portfolio.
2 These individuals represent current clients invested with GEM. They have not been compensated or incentivized in any way for their comments, and GEM is not aware of any conflicts. The clients featured do not include all clients invested with GEM, and the comments provided are specific to these clients and not necessarily indicative of the experience of all GEM clients.
3 Returns are not guaranteed. Custom allocations require investing through a customized portfolio, which typically incurs a higher expense load than a commingled portfolio.
