Al Gore Profile
Generation Investment Management is an investment management company based out of London dedicated to “long-term investing, integrated sustainability research, and client alignment.” The company was founded in 2004 by Al Gore and David Blood. Generation Investment Management focuses on a long term investment perspective, focusing on sustainability within markets with companies that strategically manage their economic, social, and environmental performances; a systematic view of global challenges considering all inputs, costs, and externalities; and believing that sustainable development is economically transformative. Generation Investment Management has isolated a variety of “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, believing that these global challenges can both create risks and opportunities that are able to significantly affect a company’s performance. Generation Investment Management utilizes a fundamental analysis and a bottom up investment strategy, investing in a variety of public equity markets on a global scale. The company invests most heavily in the information technology sector, which alone makes up almost half of its total asset allocations, and the firm also invests in the health care, finance, and industrials sectors, among others to a lesser degree, in order of decreasing allocation. Generation Investment Management currently has 55 employees located in headquarter in London and additional locations in New York, Washington D.C., and Sydney composed of a diverse group that represent over 20 countries and 25 languages. The company currently caters to a diverse client base including pooled investment vehicles, pension and profit sharing plans, and charitable organizations with the first two each making up over 40% of its total client base, in order of decreasing clientele. Generation Investment Management currently provides its Global Equity, Asia Equity, Climate Solutions, and Global Credit products in its line up of strategies.