Case Study: Global Endowment Management centralizes manager diligence and document management with Bipsync

Global Endowment Management centralizes manager diligence with Bipsync for $12 billion AUM

Global Endowment Management (GEM), a full-service outsourced chief investment office, faced a challenge in organizing its public manager diligence process. Their previous in-house system and Microsoft OneNote workaround created friction, as note-taking and document storage were separated. This lack of a uniform system made it difficult to find research and required repetitive administrative effort. GEM needed an integrated Research Management System (RMS) from a vendor like Bipsync to streamline their work and drive firm-wide adoption.

GEM adopted Bipsync as its research management software to create a single source of truth. The Bipsync solution centralized document management and note-taking, providing easy, mobile access and improving visibility into research flows. This streamlined GEM's manager diligence and tracking, preventing potential investments from falling through the cracks. The platform enhanced the depth of internal conversations and allowed the team to log interactions and set follow-up tasks efficiently, significantly expanding the amount of content they can create and consume internally.

Global Endowment Management (gem)