Generation Investment Management Overview and Services

Generation Investment Management is a unique asset management firm that takes a long-term approach to investing. They focus on generating strong returns while also making a positive impact on the world.

With a team of experienced investment professionals, Generation Investment Management offers a range of services that cater to individual and institutional investors. Their services include investment management, research, and advisory services.

One of their key services is investment management, where they provide customized investment solutions to their clients. They have a global perspective and can invest in a wide range of asset classes, including stocks, bonds, and private equity.

Generation Investment Management is known for its commitment to ESG (Environmental, Social, and Governance) factors in their investment decisions. This means they consider the potential impact of a company's operations on the environment, society, and governance when making investment decisions.

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Generation Investment Management was founded in 2004 by former Vice President Al Gore and David Blood. The company is dedicated to long-term investing and integrating sustainability research into its investment process.

Generation has offices in London and San Francisco, and its investment team is made up of seasoned analysts with expertise in sustainability research. This diverse team represents over 20 countries and speaks over 25 languages.

Mark Ferguson, a Founding Partner, co-Chief Investment Officer, and Global Equity strategy leader, has a background in financial research and portfolio management. Miguel Nogales, also a Founding Partner and co-Chief Investment Officer, has expertise in economics and a background in investment management.

The company's investment approach is based on the conviction that sustainability risks and opportunities directly affect long-term business profitability. Generation's performance is measured over the long term, and it is closely aligned with its clients.

The team at Generation has a strong educational background, with Mark Ferguson holding a BSc in Urban Land Economy from Sheffield Hallam University and an MBA from the European University in Paris. Miguel Nogales received a First Class degree in Economics from Cambridge University.

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Generation Investment Management takes a unique approach to investing. They focus on identifying the key drivers of global change, including climate change, poverty, and demographics.

Their research platform seeks to understand how these global challenges can impact a company's ability to sustain profitability and deliver returns. This approach is integrated into their fundamental equity analysis, rather than being used as a filter to screen out undesirable industries.

Generation's investment strategies are divided into three main areas: Global Equity, Asia Equity, and Growth Equity. The Global Equity strategy focuses on a select group of companies with quality management teams and sustainable business strategies.

The Asia Equity strategy is similar, but focuses on equities in Asia. The organization of the investing teams allows both the Global and Asia Equity funds to cross-pollinate ideas and leverage the power of both.

The Growth Equity strategy focuses on investing globally in growth-stage businesses, particularly those at the leading edge of the transition to a sustainable economy.

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Generation Investment Management offers a range of investment products, including the Generation Wholesale Global Share Fund. This fund is an actively managed, high-conviction global share fund that takes advantage of long-term sustainability and economic trends to deliver superior investment returns.

The firm's assets under management (AUM) total $13.3 billion, with a diverse range of clients including pooled investment vehicles, charitable organizations, and state or municipal government entities. Generation IM Asia Fund is one of the funds managed by the firm, with an AUM of $67.0 million.

Here are some of the key investment products offered by Generation Investment Management:

The firm's investment approach is focused on long-term sustainability and economic trends, as seen in the Generation Wholesale Global Share Fund. This fund is designed to deliver superior investment returns by taking advantage of these trends.

Generation Investment Management charges a management fee of 1.00% of assets under management per annum for its Global Equity Fund. This fee can be reduced to 0.70% for clients who have invested continuously for five years or more.

For clients who invest for 10 years or more, the management fee drops to 0.60%. Anyone who invests for 15 years or more also qualifies for this reduced rate.

The Asia fund currently offers a reduced fee of 0.75% per year, which will remain in effect until the fund reaches capacity. At that point, the fee will increase to 1.00% of assets under management.

In addition to the management fee, clients may be charged an incentive fee of 20% of the amount by which capital appreciation outperforms a specified benchmark within a certain period of time.

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Generation Investment Management is a global investment management firm that was founded in 2004 by David Blood and Al Gore. The firm's name comes from Gore's farm, which was called "Carbon Neutral" but was later renamed "Generation".

The firm's mission is to make a positive impact on the world by investing in companies that are working towards a sustainable future. They believe that investing in sustainability can be a profitable and responsible way to grow wealth.

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David Blood and Al Gore are both experienced investors and leaders in the field of sustainable investing. Blood has a background in finance and investing, while Gore has a background in politics and environmental policy.

Generation Investment Management has a team of experienced investment professionals who work together to research and select companies that align with their mission. They use a combination of quantitative and qualitative research to identify companies that are leaders in sustainability.

The firm has a long-term investment approach, holding companies in their portfolio for an average of 5-7 years. This approach allows them to take a patient and thoughtful approach to investing, rather than trying to make quick profits.

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At Generation Investment Management, you can review the latest monthly and quarterly performance reports for our investment funds. These reports provide a clear picture of how our funds are performing.

We make it easy to stay up-to-date with the latest performance data. Reviewing these reports regularly can help you make informed decisions about your investments.

You can access the performance reports online, making it convenient to check on your investments at any time.

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