Generation seeks to deliver investment performance by consistently taking a long-term view and fully integrating sustainability research within a rigorous framework of traditional financial analysis. The firm looks to create long-term client partnerships by delivering differentiated investment insights and high quality client service, while seeking to attract, retain and develop professionals within a passionate investment culture. Generation’s vision is to embed sustainability into the mainstream capital markets and the firm’s core values reflect a commitment to responsible citizenship.
Best practice sustainable investing starts with understanding the drivers of return for the portfolio. At a micro level, Generation has found this to mean integration and tracking of sustainability considerations across its investment policy, asset allocation, portfolio management and securities analysis.

Note: This company or an affiliated individual or entity has made a philanthropic contribution to B Lab within the parameters of its conflict of interest policy. For more information visit the funders and finances section of this website.

Keywords: Sustainable Capitalism, Generation, Investing, Asset Management, David Blood, Al Gore

Sector: Service with Minor Environmental Footprint
Size: 50-249 employees

B Corp Certified – Impact Score: 157.6