Generation Investment Management

Generation Investment Management is an investment firm that builds sustainability analysis into every decision it makes. Set up in 2004, it runs listed equity portfolios alongside private strategies that back growth-stage and more mature unlisted companies. Its stated aim is a net zero economy in which prosperity is widely shared and nature is protected.

What Generation Investment Management does

• Global Equity: a concentrated, high-conviction portfolio of listed companies from around the world.
• Asia Equity: a strategy started in 2011 to study business and management quality more closely in Asia.
• Growth Equity: stakes in private, growth-stage companies that already have proven technology and commercial traction.
• Private Equity: backing for established sustainable companies that could list publicly but whose managers prefer private, long-term owners.
• Research: an annual Sustainability Trends Report, roadmap articles and quarterly investor letters.

Customers and markets

The firm invests for long-term investors and prefers companies run by mission-driven management teams. Its second sustainable private equity fund has closed, together with related co-investment vehicles.

Key facts

• Founded: 2004
• Chairman: Al Gore, a founding partner and former US Vice President
• Senior Partner: David Blood, a founding partner who previously ran Goldman Sachs Asset Management
• Chief Operating Officer: Lisa Anderson, with the firm since 2004