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Mission and Values

Mission

  • Deliver superior investment performance by taking a long term investment view and integrating sustainability research within a rigorous fundamental equity analysis framework.*
  • Create long term client partnerships by delivering unique investment insights and exceptional client service.
  • Attract, retain and develop the best professionals within a passionate investment culture through a commitment to Our Values.

Our Values

Commitment to Clients

Our first commitment is to provide exceptional service to our clients. The best way to achieve this is to deliver superior long term performance.

Integrity

Integrity and honesty are the bedrock of our business. We demand the highest ethical standards in our work and in our personal lives.

Excellence and Innovation

We aim for excellence in all that we do. We are committed to hard work, creativity and innovation in our effort to improve our investment processes and to provide the highest quality service to our clients.

Teamwork

We especially value teamwork. We consider each of the women and men with whom we work as individuals entitled to respect, dignity and recognition on the basis of merit.

Diversity

We want our team to reflect the diversity of the communities and cultures in which we operate in order to draw from the wisdom of many different backgrounds and perspectives.

Sustainability Research

We are committed to an investment philosophy that integrates sustainability research with rigorous fundamental equity analysis. This is the best method of long term investing to protect the interests of our clients. We also believe that just as economic success must be sustainable, sustainability must include economic success.

Independence

We are committed to an independent employee owned partnership as an enduring business model.

Responsible Citizenship

We recognize our responsibility to live in accordance with our values, to be responsible to the communities in which we live and work and to the world community as well. We endeavor to be good citizens, support charities, be mindful of ways to help our employees fulfill their family responsibilities and serve their communities, and protect our environment and natural resources.

* Although Generation seeks to provide superior investment performance, potential investors should be aware that this is an aspiration and there is no guarantee that this goal will be obtained.