Generation Investment Management

Overview

Generation is an independent, private, owner-managed partnership with offices in London, New York and Sydney. The firm was co-founded in 2004 by Al Gore and David Blood.

Team

The Generation team of 41 people represents 16 countries and speaks over 10 languages. Our investment team was founded by bringing together seasoned investment analysts and leaders from the sustainability research field. Today these skills are integrated into Generation's team of 21 investment professionals who have over 150 years of combined investment experience.

Sustainable Investing for the Long Term

Generation's investment approach is based on the idea that sustainability factors—economic, environmental, social and governance criteria—will drive a company's returns over the long term. By integrating sustainability issues with traditional analysis, we aim to deliver superior investment returns.

We are closely aligned with our clients, and our performance is measured over the long term.

A Unique Research Platform to Analyze Global Challenges

Generation has built a global research platform to integrate sustainability research into fundamental equity analysis.

We focus on key drivers of global change, including climate change and environmental degradation; poverty and development; water and natural resource scarcity; pandemics and healthcare; and demographics, migration and urbanization.

These global challenges pose risks and opportunities that can materially affect a company's ability to sustain profitability and deliver returns. Our research plays an important role in forming our views on the quality of the business, the quality of management and valuation.

A Diverse Advisory Board

Our Advisory Board, convened by our Chairman Al Gore, helps set our long term thematic research agenda into global sustainability issues. The Advisory Board is a diverse set of global thinkers who help us anticipate the changing context for business.

Vision

Generation's vision is to embed sustainability into the mainstream capital markets, and our core values reflect a commitment to responsible citizenship. Five percent of the profitability of the firm is allocated to the Generation Foundation, which will support global non-profit sustainability initiatives.