Sustainable Investing at Generation Investment Management Case Solution
This is just an excerpt. This case is about FINANCE & ACCOUNTING
PUBLICATION DATE: June 30, 2016
In 2015, Generation Investment Management commemorated the effective 10-year track record of its flagship Worldwide Equity Fund, which outshined its benchmark index by over 500 basis points each year. A traditional investment company whose creators consisted of previous United States Vice President Al Gore and previous head of Goldman Sachs Possession Management David Blood, Generation incorporated qualitative sustainability aspects including ecological, social, and governance concerns with standard monetary equity analysis. It consists of a thorough appearance at the Worldwide Equity Fund's quantitative and qualitative investment procedure that makes use of the Kingspan Group investment as an example. Optional Excel spreadsheets are readily available to allow trainees to evaluate Generation's appraisal method in higher information.