Featured Writings & Readings:
Investment Committee Construction Best Practices
Building a well-functioning Investment Committee (IC) is a critical step in the stewardship of perpetual assets.
Interest Rates Are Rising and the Global Economy is Slowing. Endowment Funds Can't Get a Break.
In this Q&A with Barron's, Stephanie Lynch discusses the challenging financial outlook for many university endowments in an environment marked by higher interest rates and rising inflation.
GEM 2023 Outlook: A New Investor Playbook
In our 2023 Outlook, we explore the factors that shaped the current inflationary landscape and outline primary portfolio implications for navigating this new market environment in 2023 and beyond.
Venture Capital: Access is Everything
Venture capital is an important driver of returns for leading endowments. Accessing venture capital managers that are likely to outperform takes time, networks, and expertise.
All Other Writings & Readings:
Impact Measurment for Complex Portfolios
A primer for applying the Impact Management Project framework.
The Myth of Asset Allocation and the Importance of Selection
GEM reviews asset allocation vs. manager selection as the source of portfolio outperformance
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
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.
Global Endowment Management Adds Two Partners
Matt Bank & Meredith Lorenz Heimburger promoted following year of excellent performance and dedication to the firm.
Investing for Diversity, Racial, & Social Equity at GEM
Today, many of GEM’s investment strategies are led by women and people of color and/or contribute to racial or social equity. This is the result of an intentional, multi-year effort.
Global Endowment Management Names Stephanie Lynch Next Managing Partner
Stephanie Lynch has been named Managing Partner-Elect, Matt Bank has been named Deputy Chief Investment Officer, and Jay Ripley has been named Deputy Managing Partner.
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.
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.