August 30, 2022
Key Takeaways from 2021
1. Investing at the Intersection of Impact and Alpha: GEM's integrated impact investment team—with dedicated professionals who are accountable for impact outcomes and investment returns—supports our commitment to investing at the intersection of high impact and alpha generation.
2. Going Beyond ESG: Amid growing backlash to "ESG" investing, our conviction is stronger than ever that we must invest for impact outcomes that go beyond ESG, focusing on outcomes experienced by stakeholders.
3. Seeking Diversity, Equity and Climate Change Solutions: In 2021, we observed three issues that play a role in every investment we make: diversity, equity, and climate change." -> "3. Seeking Diversity, Equity and Climate Change Solutions: In 2021, we observed three issues that play a role in every investment we make—diversity, equity, and climate change.
As the pipeline of emerging managers continues to grow, Caroline Dallas, a Director in GEM’s Investment Research Group explained to the Wall Street Journal Pro Private Equity why growing investor interest in this cohort could create meaningful tailwinds for the next generation of women-led firms.
Head of Venture Capital, Kate Simpson, joined David Weisburd on the How I Invest podcast to share how GEM evaluates venture managers and builds conviction through disciplined sourcing, rigorous reference work, and thoughtful fund-level underwriting in an increasingly bifurcated market.
In our 2026 Outlook, the GEM team explores the key forces driving today’s evolving market cycle, from AI-led capital spending to shifting dynamics in private markets, biotech, and real estate, and what they mean for positioning in the year ahead.
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