Featured Writings & Readings:
Best Practices in OCIO | The Art of Effective Governance
In GEM’s experience, failings in investment committee effectiveness stem from avoidable breakdowns of people, processes, or behaviors.
Best Practices in OCIO | Investment Committee Construction
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:
Global Endowment Management Appoints New Chief Operating Officer
Dogan Perese brings deep experience in investment operations and client service to the firm
2022 Impact Report: Vision to Action
GEM’s 2022 impact report further explores how our impact platform is built to meet client needs while delivering positive outcomes.
2020 Impact Report: Mapping Mission to Portfolio
GEM’s 2020 impact report details how we partner with clients to deliver positive stakeholders outcomes today, and set a vision for the future.
2021 Impact Report: Moving Forward with Urgency & Optimism
GEM’s 2021 impact report highlights how we support clients to achieve a more just, sustainable future.
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
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.
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.