May 09, 2024
Since GEM’s inception, we have probably seen over five hundred Investment Policy Statements. Though they’ve varied in length, style, and level of detail, we’ve observed that there is a consistent and recurring set of issues related to Purpose, Governance, Construction, Evaluation, and Alignment.
With this framework, we further explore the ten mistakes we most often see in investment policy development:
Read our whitepaper to learn more about the importance of carefully crafting an Investment Policy Statement to ensure successful execution of your investment program into perpetuity.
GEM announced the promotion of six senior investors to Managing Director. The promotions reflect the depth and continuity of GEM's investment leadership across buyouts, venture capital, marketable investments, client strategy, and investment sourcing, and reinforce the firm's long-term commitment to leadership development and the pursuit of investment excellence.
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.
Let’s start a conversation about how we can help.
