Featured Articles, Links, And News
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Future Returns: GEM’s Approach to Investing for Equity
Head of Impact, Meredith Heimburger, discusses with Barron’s GEM’s approach to investing for racial and social equity.
Enhancing Equity Returns: the Case for Adding Small Buyouts to a Portfolio
Small buyouts are a key component of endowment-style investing, generating excess returns for investors for more than 20 years.
The OCIO Revolution: 15 Year Retrospective
Over the last 15 years, the OCIO industry grew by 25x. Clients today require more than a vendor: they need a partner.
Impact Annual Report 2021: Moving Forward with Urgency & Optimism
“Moving Forward with Urgency & Optimism" highlights how we support clients to achieve a more just, sustainable future
Leading with Justice
Leading with Justice explores Climate Justice not only as a moral cause, but a highly efficient tool for combatting pollution, climate change, and their effects on human health and global ecosystems.
GEM Bolsters Impact and Private Investments Teams
Brandon Zeigler and Laurin Ariail join the GEM team adding critical capacity to two priority areas at the firm.
Mapping Mission to Portfolio – GEM 2020 Impact Report
GEM partners with its clients to deliver positive outcomes for stakeholders today, and to set a vision for the future.
Impact Measures for Complex Portfolios
A primer for applying the impact management project framework
The Intelligent Investor
In print for almost 70 years, this classic seems to suggest that even as the world changes, the core principles of value investing remain constant over time. Benjamin Graham was Buffett’s mentor and a Wall Street pioneer in an era before shareholders’ rights and fundamental analysis were commonplace. Many of the concepts he popularized, such as margin of safety, dollar-cost averaging, Mr. Market, and separating volatility from risk, are foundational to value investing today. Graham believed that absolutisms are impractical – no company, sector, or type of security is inherently superior because price determines the attractiveness of any investment. We certainly agree.
In a world where we are overwhelmed by competing demands on our time, Cal Newport helps us understand the importance of getting into a deep state of thinking and working. Myriad books discuss the perils of a distraction, but Deep Work sets itself apart by examining the science behind distraction and how we can overcome it in order to accomplish our most important tasks. The reader will begin to treat the finite resource of time with increased vigilance.
Zen and the Art of Motorcycle Maintenance
Robert M. Pirsig
Zen and the Art of Motorcycle Maintenance is a philosophical journey exploring the identification of quality and the importance of achieving balance between emotional and rational thought. A few key lessons include how inertia can foster innovative insights, how gumption can fuel efforts to continuously improve, and how too much gumption can prevent an individual from developing a sensitivity to quality when they see it. “Rigid thinking” is the ultimate barrier to recognizing quality.