Generation Investment Management
11 statements across 2 episodes · 4 bullish · 1 bearish · 2 people on the record · first statement Jun 22, 2020 by David Blood · said 31 times in 3 episodes since 2020 · across every show →
Mentions by year
brought up most by Ted Seides (15), David Blood (13), Bill Orem (2), Steve Papa (1)
tap a year for its mentions
2023 2 mentions in 1 episode
2022 1 mention in 1 episode
Everything said about Generation Investment Management, oldest first
Jun 22, 2020 neutral
Blood: Generation uses simultaneous voting across the team to approve investments
“Mark and Miguel cannot buy something unless it's on the focus list, and the focus list is voted on by the entire global equity team. We wouldn't necessarily call it has to be unanimous, but we clearly tried to ensure that the votes are equally based, if you wi…”
Jun 22, 2020 negative
Blood: Generation invested early in Facebook but exited over data practices
“We were investors in Facebook. Early on. And we ultimately decided that how they were treating information, and how they were dealing with some of their challenges, which they still have, was unsatisfactory to how we were thinking about sustainability.”
Jun 22, 2020 neutral
Jun 22, 2020 neutral
Jun 22, 2020 positive
Blood: Generation emphasizes the business case for sustainable investing over ethics
“We've always felt that coming from investment backgrounds, we have a responsibility to always make the business case. We have strong views from ethics and morals perspective, and we can make that case, but we've always felt very strongly we have to make the bu…”
Jun 22, 2020
Jun 22, 2020
Jun 22, 2020 positive
Blood: Employee treatment and governance structures predict corporate success
“Understanding companies and understanding management teams, you could get a sense of whether they would be successful or not dependent upon how they treated their people, their compensation structures, their leadership structures, their governance structures.”
Jun 22, 2020 positive
Blood: Asset owners will require impact-based performance measurement within years
“And we think actually, as time goes on, and by time we mean couple of years, not decades, that all investors, all asset owners will be required, will require of us, and probably their own stakeholders will require that their investment performance be based upo…”
Jun 22, 2020 neutral
Mar 13, 2023 positive
Orum: Generation Proved Sustainability Integrations Enhance Risk-Adjusted Returns
“Over time, firms like Generation proved out or illustrated that you could introduce and integrate sustainability and these broader frameworks into an investment process, and it could be additive to risk adjusted returns.”