Generation Investment Management

Name: Generation Investment Management (English version)
SKU: 820033

Gandhi, Vikram; Mehta, Sarah

Product #:820033

Supplier:Harvard Business School

Discipline:Finance

Setting:England;United Kingdom, 2020

Details:Case (PDF) • 29 pages • 2020-03-17 (Rev: 2020-05-21)

Subjects:

Climate change Corporate governance Corporate social responsibility Environmental sustainability Financial markets Private equity Return on investment Strategy Portfolio management Corporate strategy Asset management Business management Business and society Economics Investment management Finance and investing Finance and investing

Geography:

England United Kingdom Europe

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$11.64

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By January 2020, sustainable investment firm Generation Investment Management (Generation), founded in London in 2004, had grown from a shared vision among seven founders to a 90-person firm managing $27 billion in public and private equity. Throughout its history, Generation had worked towards its mission of seeking to generate superior financial returns by investing in sustainable companies that created long-term value. The case examines Generation's investment process in general, and in particular with respect to a global manufacturer of agricultural equipment. It also examines some of the strategic decisions and challenges facing the firm.

Learning Objectives

- Evaluate the strength of Generation Investment Management's (Generation) investment philosophy and approach. - Assess the tradeoffs associated with sustainable investing.