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.
Head of Investments Jay Ripley joined Ted Seides on the Capital Allocators podcast to discuss his path from private equity to GEM, the firm’s approach to backing emerging managers and independent sponsors, and the importance of strong manager selection amid growing dispersion.
In a recent byline, GEM’s Co-Founder and Managing Partner, Stephanie Lynch, examines the merits of in-person nonprofit board meetings and highlights why virtual interactions often lack the depth of engagement required for effective board leadership.
Strong returns from leading university endowments have reignited discussion about how institutions can sustain performance in a shifting market environment. In commentary for The Wall Street Journal, GEM’s Co-CIO, Matt Bank, reflects on how endowment leaders are preparing for more uncertain conditions ahead.
Let’s start a conversation about how we can help.
