Generation Investment Management

What Generation Investment Management does

Generation Investment Management is a London-headquartered, FCA-regulated private investment management firm founded in 2004 by former U.S. Vice President Al Gore and David Blood. The firm pursues sustainable investing across three core strategies: a public Global Equity strategy, a Growth Equity strategy targeting AI-enabled and clean-technology companies, and a Private Equity strategy anchored by the Sustainable Private Equity Fund II (SPEF II). Its investment approach is built on integrated sustainability research, with the firm publishing an annual Sustainability Trends Report covering power, transportation, buildings & industry, people/land/food systems, and climate finance — a flagship analytical product that the firm uses to inform capital deployment. Generation invests through both minority and majority ownership stakes in scaled, mission-critical businesses driving sustainability transformation across energy, electrification, healthcare, fintech, and natural climate solutions.

The firm's underlying technology and analytical backbone rests on two decades of proprietary ESG and sustainability research, including the in-house compiled Sustainability Trends Report data set, supplemented by portfolio monitoring across private and public holdings. Underlying portfolio exposure spans large-cap public equities (Microsoft, Alphabet, Amazon, MercadoLibre, Danaher, Workday) and a curated set of private equity and growth equity bets (Octopus Energy, Kraken Technologies, Volue, Gridware, Ramp, Chapter, Spring Health, Doctolib, WEKA, Everyday^). Generation operates with a sales-led institutional go-to-market: revenue is generated through management fees — and implicitly performance fees / carried interest on private vehicles — charged on assets under management across its public equity, growth equity, and private equity funds. Capital is raised directly from institutional investors including pension funds and sovereign wealth funds (e.g., Royal Bank of Canada, Achmea Investment Management, Environment Agency Pension Fund as named participants in recent vehicles).

The firm's organizational footprint is global despite a 101–250 headcount concentrated in London, with operating geographies spanning the United Kingdom, United States, Germany, Netherlands, France, Brazil, and China. Distribution is exclusively through direct institutional sales to pension funds, sovereign wealth funds, and other qualified institutional investors, supported by thought-leadership content (Sustainability Trends Report, investor letters) and conference engagement. Revenue mechanics are recurring via management fees on AUM, with growth driven by successful new fund closes (SPEF II above $1B in 2026) and mark-to-market appreciation of existing holdings.

Name

Generation Investment Management

Legal name

Generation Investment Management LLP

Website

https://generationim.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

101–250 employees

Short description

Generation Investment Management is a London-based, FCA-regulated private investment firm founded in 2004 by Al Gore and David Blood, managing public equity, growth equity, and sustainable private equity strategies for institutional investors through integrated ESG research and proprietary sustainability analysis.

Ownership category

akta.pro rank

Product category

Sustainable Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Energy & Sustainability / Climate Growth Equity (FSANACAG)

akta.pro secondary industries

Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG), Renewable Energy Infrastructure (FSAAAKAG), Asset Management & Owner’s Engineering (Lifecycle Strategy, Budgeting, Technical Due Diligence) (EUAMAGAJ)

Keywords

• Sustainable investment management
• ESG investment strategies
• Private equity funds
• Public equity management
• Growth equity investing

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Management Fees: Generation Investment Management generates revenue through management fees charged on assets under management across its investment strategies, including public equity funds, growth equity funds, and private equity funds.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Generation Investment Management is a sustainable investment firm that manages capital on behalf of institutional investors across public equity, growth equity, and private equity strategies. The firm identifies and invests in scaled, mission-critical companies driving the sustainability transition through minority and majority ownership stakes, while publishing the annual Sustainability Trends Report as a flagship research publication.

Product overview

Generation Investment Management is a sustainable investment firm offering multiple investment strategies including private equity (Sustainable Private Equity Fund II), public equity (Global Equity Strategy), and growth equity investments. The firm also publishes the annual Sustainability Trends Report covering global sustainability trends. The investment approach focuses on companies driving or benefiting from the sustainability transition across various sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Sustainable Private Equity Fund II (SPEF II) A private equity fund investing in businesses driving sustainability transformation through minority and majority ownership stakes in scaled, mission-critical companies, including initial investments in Octopus Energy, Kraken Technologies, and IFS.
• Global Equity Strategy A public equity investment strategy focused on sustainable companies with strong fundamentals and ESG characteristics, deployed across global public equity markets.
• Growth Equity Strategy An investment strategy focused on growth-stage sustainable companies, including technology and clean energy ventures, deployed through minority and majority equity investments.
• Sustainability Trends Report The firm's annual flagship publication providing analysis of global sustainability trends across power, transportation, buildings, industry, food systems, and climate finance, intended for institutional investors and policy stakeholders.

Quantifiable outcome

• Sustainable Private Equity Fund II raised more than $1 billion from institutional investors
• +1 more outcomes

Named customers18 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Actis: Actis is a dedicated sustainable/impact private equity and infrastructure investor with multi-strategy funds in energy, real assets, and growth equity, directly comparable to Generation's sustainability-led PE platform.
• TPG (TPG Rise Climate Fund): TPG Rise is TPG's dedicated climate and impact investing franchise, operating both growth and buyout strategies in sustainability themes — closely comparable to Generation's Growth Equity and SPEF strategies.
• Impax Asset Management: Impax is a publicly-listed, pure-play sustainable investment manager focused on listed equities and private markets, with explicit ESG/sustainability mandates — a directly comparable listed-equity peer to Generation's Global Equity strategy.
• Copenhagen Infrastructure Partners: CIP is a dedicated energy-transition focused fund manager raising multi-billion infrastructure and private equity funds in renewables, green hydrogen, and grid — closely comparable to Generation's energy-investment focus.

Broad incumbents

• KKR Global Climate Strategy: KKR operates a Global Climate Strategy alongside its flagship buyout and infrastructure funds, making it a direct broad-incumbent peer in climate-focused private markets with significantly larger AUM.
• Brookfield Asset Management (Renewable/Transition): Brookfield is a global alternative asset manager with a sizable renewable energy and transition infrastructure vertical — comparable as a broad incumbent participating across the sustainable value chain.
• IFM Investors: IFM is a large infrastructure and private markets investor owned by Australian pension funds with significant renewable energy and energy-transition deployment, comparable as an institutional sustainability investor.
• Partners Group: Partners Group is a global private markets firm offering multi-strategy funds in private equity, infrastructure, and sustainable investing with comparable institutional fundraising capabilities.
• Wellington Management (Sustainable/Climate strategies): Wellington is a large traditional asset manager with significant dedicated sustainable investing capabilities and ESG-integrated strategies, comparable as a broad incumbent with comparable institutional client base.

Emerging players

• Bain Capital Double Impact: Bain Capital's dedicated impact/sustainability franchise focuses on growth and buyout investments with measurable social/environmental outcomes, comparable to Generation's growth equity platform though smaller in dedicated AUM.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/109516165740761
• LinkedInlinkedin.com/company/generation-investment-management

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments89 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Generation Investment Management