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Generation Investment Management LLP

PRI reporting framework 2020

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

Sustainability is integrated into all of Generation’s investment strategies and a thorough review of our investment process is undertaken in an “offsite” on at least an annual basis, which we call our "Hits and Misses". Each of our strategies has their own Hits and Misses.


SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Key performance indicator

          Topics identified as a basis for engagement with the objective of encouraging change.
        

Progress achieved

We selected two topics for engagement that are relevant across our public equity investments: climate change mitigation and diversity.  Members of the public equity investment team are coordinating engagement on these topics.

          Enhance communication to our clients on ESG topics.
        

Key performance indicator

          Insight piece frequency and client feedback.
        

Progress achieved

Hired a director of insights and have released two insight pieces.

Financial performance of investments

other description (1)

          We consider our financial return objective to be our responsible investment objective as we take an integrated approach.
        

Key performance indicator

          Outperformance relative to the strategy benchmarks.
        

Progress achieved

We have exceeded our performance objectives.

ESG characteristics of investments

Other activities

Key performance indicator

          Frequency of communications to our clients.
        

Progress achieved

We have incorporated case studies on engagement into our regular client reporting.

06.2. Additional information.

As the firm was founded with the belief that ESG integration into a traditional investment process is a way to deliver long-term value to clients, we see our financial performance as closely tied to our ESG analysis and a core competency that has enabled us to achieve our financial performance targets. While we strive to continuously improve our process at the margin, through an introspective approach centred on our annual "hits and misses", we do not seek to fundamentally change it. Hence we do not set objectives of doing things materially differently, nor do we set RI objectives separate to our financial objectives. As mentioned, we have set objectives on how we report to clients, on engagement, and our on-going performance objectives.


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