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.
In a recent Q&A with Buyouts’ Chris Witowsky, GEM’s Caroline Dallas, a Director in our Investment Research Group, shared her perspective on how recent private equity market shifts are influencing talent dynamics, emerging manager activity, and LP appetite across the lower mid-market.
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.
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.
Let’s start a conversation about how we can help.
