Our firm
Generation is a pure-play sustainable investment manager. It is all we do. It is all we will ever do. Since its founding in 2004, Generation has played a pioneering role in the development of sustainable and environmental, social and governance (ESG) investing.
Our vision is a sustainable world in which prosperity is shared broadly, in a society that achieves wellbeing for all, protects nature and preserves a habitable climate. We seek to pursue our vision with urgency through our mission which is to deliver long-term, attractive, risk-adjusted investment returns and positive impact, and to advocate for the adoption of sustainable investing by the wider market.1
This mission also unites our global client base of asset owners, for whom we manage approximately USD 35.6 billion with a further USD 11.4 billion of assets under supervision.2
Generation is also a Certified B Corporation. B Corps are businesses that meet the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose. B Corps are accelerating a global culture shift to redefine success in business and build a more inclusive and sustainable economy.
Sustainable investing
We see long-term investing as best practice and sustainability as the organising construct of the global economy. We use ESG factors as tools to evaluate the quality of businesses and management teams.
We believe this approach reveals important and relevant insights that other investment frameworks may leave undiscovered – and that these insights ultimately lead to long-term, attractive, risk-adjusted investment returns.1
This makes us think differently about what drives and influences the performance of companies. It compels us to ensure that rigorous sustainability analysis is fully integrated into every investment decision we take.
About us
Our mission
Read moreWe are a mission-led firm. We seek to deliver long-term, attractive, risk-adjusted investment returns and positive impact, and to advocate for the adoption of sustainable investing by the wider market.
Our leadership
Read moreOur firm is made up of a diverse group of more than 100 individuals connected by our mission. Across the team, this shared ambition creates a high degree of alignment, as well as a one-firm culture of collaboration and constant challenge.
Our operations
Read moreWe are an investment management firm dedicated to sustainable investing. We do not just apply this lens to our investments. Transformative change requires individual and collective action on many levels. We apply this lens to our operations and behaviour.
Our core values
Ethical standards
We expect the highest ethical standards in our work and in our personal lives.
Teamwork
Teamwork underpins our one-firm culture.
Inclusion & diversity
Inclusion and diversity, in the broadest sense, help drive our success.
Respect & dignity
Each of the individuals with whom we work is entitled to respect and dignity.
Excellence
We aim for excellence in all that we do.
Commitment
We are committed to rigorous research, curiosity and continuous learning.
HOW WE WORK
- We recognise complacency, hubris and loss of reputation to be the greatest risks to our business.
- We seek long-term client partnerships by ensuring our interests are fully aligned with those of our clients and delivering differentiated investment insight and exceptional client service.
- We seek to attract, develop and retain the best professionals with whom we share a commitment to our Mission and Core Values within a passionate investment culture.
- We are an independent, broadly owned and managed private partnership. We encourage all our colleagues to think and act like owners. We are committed to remaining a boutique investment firm.
- We recognise and accept our responsibility to the communities in which we live and work, and to the world community. We are mindful of ways to help our colleagues fulfil their personal responsibilities, and we actively encourage philanthropic engagement.
- We strive to promote a more sustainable form of capitalism through engagement with our clients, portfolio companies and the broader financial markets. The Generation Foundation is an important element of this work.
- Generation seeks to deliver attractive returns and positive impact, but there can be no guarantee this goal will be achieved.
- Assets under management as at 30 September 2024 are USD 35.6 billion. Please note that this includes Growth Equity strategy assets under management, Just Climate assets under management and Private Equity strategy assets under management as at 30 June 2024. Assets under supervision (AUS) are USD 11.4 billion as at 30 June 2024. AUS form part of our Private Equity strategy and include assets where Generation sourced, structured and/or negotiated the investment and in relation to which it provides certain ongoing advisory services for a fee.