Overview
Our Private Equity strategy’s first investment was in FNZ. We invested in 2018. FNZ is a software and services platform providing operations for companies in the global savings and wealth management industry. FNZ seeks to democratise wealth creation in a way that benefits people and planet – by driving a shift to more sustainable capital allocation, while reducing the cost to serve customers.
Our Value Add
As a long-term, mission-driven investor, Generation has established a unique partnership with FNZ. We serve as strategic advisers to the company and on the Board.
We partnered with FNZ to launch their sustainability data product suite, FNZ Sustainability Solutions. FNZ Sustainability Solutions embeds corporate impact data into the infrastructure behind wealth managers’ retail investor platforms. It makes data on the impacts of individual investment portfolios transparent. For the first time retail investors can see financial results as well as the sustainability impact their investments are having on the world.
FNZ Sustainability Solutions does not just make impact data transparent; it powers action. With FNZ Sustainability Solutions suite, retail investors can change their investment allocations, have their say on corporate behaviour and offset their portfolio’s carbon footprint. Asset managers can likewise leverage the platform's insights to assess their alignment with investors’ values and sustainability goals. With both ends of the value chain leveraging the same data set, we believe FNZ can power the shift toward more sustainable capital allocation.
Since its launch in 2021, FNZ Sustainability Solutions now powers almost GBP 300 billion of assets (source: FNZ, 2025). FNZ, which is headquartered in the UK, has over GBP 1.7 trillion in assets under administration and more than 650 institutions and 30 million end investors globally (source: FNZ, 2025).