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Topic: Generation Investment Management

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Al Gore

	Generation Investment Management - Wikipedia, the free encyclopedia
		Generation Investment Management is a London based investment firm which has been set up to tap growing demand for an investment style that blends traditional equity research with a focus on other factors such as social and environmental responsibility and corporate governance.
		Al Gore is chairman of Generation Investment, with David Blood — previously chief executive of Goldman Sachs Asset Management — as managing partner.
		Generation Announces Plans For New Investment Management Firm, a November 2004 press release
	en.wikipedia.org /wiki/Generation_Investment_Management (289 words)

	Investment Management Confidence tracks strong market rises
		Investment Managers’ expenses continued to rise strongly during the quarter, with increased inflows requiring additional personnel.
		Investment managers are optimistic about the third quarter, anticipating continued rises in inflows, across all market segments, namely unit trusts, institutional and private clients.
		This is the 10th survey of investment managers, the 14th of banks and the 8th of life insurers conducted in South Africa.
	www.ey.com /GLOBAL/content.nsf/South_Africa/07_Jul_05_Investment_Management_Confidence_tracks_strong_market_rises (781 words)

	Generation Investment Management LLP (Site not responding. Last check: 2007-11-04)
		Generation Investment Management LLP is an investment management firm dedicated to long-term investing, integrated sustainability research, and client alignment.
		Generation is an independent, private, employee-owned partnership established in 2004.
		All partners and employees at Generation are invested on the same basis as clients and we prefer to use performance based fees.
	www.generationim.com (117 words)

	TrustSearch.com - INVESTMENT MANAGEMENT (Site not responding. Last check: 2007-11-04)
		This new approach will provide multigenerational wealth management advisory solutions through "family wealth consultants." Family wealth consultants will be provided the best in class experts and solutions in legal, asset strategies, investment strategies, net worth and estate planning, banking and credit, and family services.
		Where there is a capability of utilizing existing Investment Managers, there is a need to train these professionals in the value and use of open architecture.
		Manage the investment process as it relates to clients facing issues such as defining the objectives, understanding the risk tolerances, creating an investment strategy, looking at investment vehicles that provide the best in class solutions, and communicating strategy and performance results to the client.
	www.trustsearch.com /CJinvest.html (1673 words)

	Weiss Capital Management, Inc. - FAQ's (Frequently Asked Questions) (Site not responding. Last check: 2007-11-04)
		As an asset management firm, we are concerned with the growth of your portfolio and the protection of your assets.
		A Registered Investment Advisor is an entity that is registered with the state and/or with the United States Securities and Exchange Commission as an Investment Advisor under the Act of 1940, and must abide by the rules of the Act.
		Clients are assessed a management fee, in advance of each calendar quarter, that is based on the market value of each program in their account at the end of the previous calendar quarter.
	www.weissmoneymanagement.com /faq.html (5520 words)

	MS&L – The Buzz: Press Releases, Generation Investment Management Appoints Capital MS&L
		Al Gore, former Vice President of the United States is Chairman of Generation, and David Blood, ex CE0 of Goldman Sachs Asset Management, is Managing Partner.
		Generation will integrate sustainability issues into fundamental equity analysis as a core principle of its investment process and align its fee with its clients' interests.
		“Generation is certainly one of the most interesting and different investment management firms to emerge in recent years and we are delighted to have been appointed to advise on the company’s ongoing international communications.
	www.mslpr.com /buzz/press_releases/capital_110904.html (531 words)

	Generation Announces Plans For New Investment Management Firm
		Generation will invest in companies that will enhance shareholder value by managing the risks and seizing the opportunities that these long-term economic, environmental, social and geopolitical challenges offer.
		Prior to co-founding Generation, David served as the co-CEO and CEO of Goldman Sachs Asset Management from 1999 to 2003.
		In addition, David serves on the Board of Directors of Greystone Capital Management and is a member of investment or advisory committees for four family offices or endowments with approximately $3.0 billion of assets under management.
	www.csrwire.com /article.cgi/3250.html (1780 words)

	Al Gore's new bag: Investment adviser - Environment - MSNBC.com (Site not responding. Last check: 2007-11-04)
		He and a previous chief executive at Goldman Sachs Asset Management have launched the London-based firm, called Generation Investment Management, to tap what they feel is growing demand for an investment style generating returns by blending traditional equity research with a focus on more intangible non-financial factors such as social and environmental responsibility by companies.
		Generation has already signed up to a recent initiative by four major European investment groups called the Enhanced Analytics Initiative, which will devote five percent of brokerage commissions to companies that take a longer-term and more rounded view of corporate performance.
		Generation will launch a fund holding global equities, but initially targeted at developed markets, to be marketed to clients such as pension funds and charitable foundations, as well as wealthy private investors, he said.
	www.msnbc.msn.com /id/6441813 (709 words)

	Tax-Sensitive Portfolio Management
		The Investment Management Team aims to minimize the impact of net capital gains realization as a percentage of the portfolio's total value in any one year.
		In managing client accounts, the Investment Management Team considers the urgency of a trade from an investment perspective, versus the benefit of avoiding a realized capital gain or deferring a realized capital gain until the long-term holding period requirements are met.
		PPS can make no guarantees as to the effectiveness of the tax-sensitive management techniques applied in serving to reduce or minimize a client's overall tax liabilities or as to the tax results that may be generated by a given transaction.
	personal.fidelity.com /products/wealth/content/taxefficient.html (1198 words)

	FT.com / Markets / Wealth - Investment for the next generation (Site not responding. Last check: 2007-11-04)
		The former US vice-president chairs Generation Investment Management, a start-up fund that is intended to combine social and environmental research with standard equity analysis.
		Generation has produced useful research in-house on the food sector by examining issues such as obesity, fair trade and genetic modification.
		Notably, Generation is not invested in companies producing ethanol as a substitute for oil because the opportunities they offered were already reflected in their share prices, which have risen steeply.
	www.ft.com /cms/s/9ea3b8bc-c358-11da-a381-0000779e2340.html (897 words)

	Generation > Investment Philosophy
		Generation's Investment Philosophy drives the investment process and activities of the firm.
		Investment results for long-only equity strategies are maximized by taking a long-term investment horizon because a majority of a company's value is determined by its long-run performance.
		Sustainability issues can impact a company's ability to generate returns and therefore must be fully integrated with rigorous fundamental equity analysis to achieve optimal long-term investment results.
	www.generationim.com /philosophy (133 words)

	Generation Capital Management - Rochester, NY (Site not responding. Last check: 2007-11-04)
		Generation Capital Management - Rochester, NY is an independent, registered investment advisor providing value through a premium level of client service and an effective investment process.
		We are committed to ethically managing your assets for the long-term.
		Where 80% of managed money is limited to one single sector or strategy, our style incorporates multiple styles and sectors because we believe both asset allocation and security selection merit consideration in an investment portfolio
	www.gencapmgmt.com (174 words)

	Asset Management by a private portfolio manager at Fisher Investments
		We help thousands of individuals manage their investments to ensure their assets will last them through retirement and ideally leave excess for others.
		Our management style provides a seamless relationship transition as well as continued management over the assets - something the beneficiaries may not be prepared to take on themselves.
		In the event that it is time for your assets to transfer to another, we can facilitate your wishes whether they are to assist your surviving spouse in retirement, transfer assets to an heir, donate them to a philanthropic organization, or whatever you would have done with your portfolio.
	www.fi.com /investment-management/asset-management.aspx (254 words)

	Investment Management :: Personal Trusts & Investments :: North Star Financial Corporation (Site not responding. Last check: 2007-11-04)
		Dividends, interest, and other investment income is tracked and swept immediately into a money market fund, so your money is always working for you.
		While past performance is no guarantee of future returns, our portfolio managers have an established track record of solid investment performance.
		In addition to the investment analysis, you also still take advantage, of course, of the benefits of our recordkeeping and exemplary trade execution.
	www.northstartrust.com /perstrust.asp?serv_id=investment_management (417 words)

	First Sustainable - Socially Responsible Investing and Corporate Social Responsibility News
		Generation's founders have contributed a total of "double-digit" millions of dollars to the startup according to the Financial Times.
		"The first generation of SRI was negative screening, the second was best-in-class; in each of those cases, you had an SRI research group that would produce a list of companies that would then be handed to the investment management team," Mr.
		Generation aims to begin its investment management business in early 2005, catering to institutional investors such as pension funds, foundations, and endowments as well as high net worth individuals.
	www.firstsustainable.com /view.php?show=1568 (878 words)

	On Business: Generation Investment Management (Site not responding. Last check: 2007-11-04)
		Current TV is only one of the ventures that Gore has undertaken in the afterlife he created for himself as a businessman who is out to change the world.
		The former Vice President, 57, is chairman of Generation Investment Management, a London-based investment firm that he started last year with former Goldman Sachs Asset Management CEO David Blood.
		Generation aims to find and invest in companies that will pay off by virtue of enlightened approaches on energy, the environment, employee relations and other policies that will benefit society as well as their bottom lines.
	www.tonywang.info /on_business/2005/08/generation_investment_manageme.html (224 words)

	Bobsguide Charles River Development
		Established in April 2004, Generation Investment Management is committed to long term investing and fully integrated sustainability research for institutions and select individuals.
		Charles River Manager supports portfolio management and investment decisions through tools for rebalancing, "what if" analysis, modelling, pre-trade compliance and tax impact analysis.
		Charles River Compliance enables portfolio managers and traders to perform pre-trade compliance checks and to conduct portfolio, account and enterprise-wide compliance monitoring to maintain compliance with manager, client, firm and regulatory mandates.
	www.bobsguide.com /guide/news/9011.html (554 words)

	Gore co-founds Generation Investment Chicago Sun-Times - Find Articles (Site not responding. Last check: 2007-11-04)
		Fund managers are increasingly screening companies to cater to demand from clients ranging from pacifists and teetotalers to those who just want to avoid putting money into certain industries, such as defense or tobacco.
		Generation Investment plans to attract investors betting that companies following so-called socially responsible guidelines will also post better returns, Gore said.
		Generation, which will also have an office in Washington, in February will start managing money for its six founding partners, who have put up more than $10 million including start-up costs.
	www.findarticles.com /p/articles/mi_qn4155/is_20041109/ai_n12566925 (377 words)

	Mistra awards mandate to Generation Investment Management
		Mistra, the Swedish Foundation for Strategic Environmental Research, has today announced that it has awarded a significant investment mandate to Generation Investment Management (“Generation"), the independent, employee owned investment management firm dedicated to the principles of long-term investing, integrated sustainability research, and client alignment.
		The award of the investment mandate is in line with Mistra´s stated policy to manage the Foundation´s assets in a way that entails limited risk, while also reflecting its broader mission to promote sustainable development and a better environment.
		Generation´s and Mistra´s shared values in this regard was important to the appointment.
	www.mistra.org /mistra/english/whatson/news/news/5.ec944110677af1e83800021246.html (268 words)

	2nd Generation Capital -- merchant banking firm in Nashville, TN and Louisville, KY - Investments
		Experienced, capable management — Management should be qualified to work closely with investors and be able to communicate its vision and mission to an institutional-type investor.
		Management should have plans to use this success to fuel future growth.
		Experienced management teams who wish to purchase an existing company in an industry where they have significant experience, or who wish to do a management buyout.
	www.2ndgeneration.com /investments.htm (430 words)

	Investment Management :: ESOP & Retirement Services :: North Star Financial Corporation (Site not responding. Last check: 2007-11-04)
		When the provisions of a pension plan or other retirement plan call for a portfolio of managed investments, North Star has a team of investment professionals on staff, experienced in structuring portfolios-whether fixed income, equities, or a mix of both-to the specific requirements of each client.
		In fact, we are building our reputation on tailoring individual, custom investment portfolios…not the one-size-fits-all, "cookie cutter" approach to investing so prevalent in the industry.
		Our overall investment philosophy at North Star emphasizes both the preservation of capital and the generation of long-term investment returns and are competitive with appropriate market benchmarks.
	www.northstartrust.com /esop.asp?serv_id=inv (242 words)

	CPP Investment Board becomes the first Canadian member of the Enhanced Analytics Initiative Business Wire - Find ...
		EAI is an international collaboration of asset owners and fund managers aimed at encouraging investment research that considers the impact of extra-financial issues on long-term company performance.
		With a mandate from the federal and provincial governments, the CPP Investment Board is accountable to Parliament, to the federal and provincial finance ministers who serve as the stewards of the CPP and to 16 million contributors and beneficiaries.
		Based in Toronto, the CPP Investment Board is governed and managed independently of the Canada Pension Plan and at arm's length from governments.
	www.findarticles.com /p/articles/mi_m0EIN/is_2006_March_27/ai_n16112724 (553 words)

	Clearbrook Financial Selects CheckFree APL(SM) to Power Next Generation Investment Management Platform
		The system also incorporates customer clearing capabilities, billing and a web-based work station that enables institutional investors to cull through a broad collection of managers and investment styles and monitor multiple portfolios, either for themselves or for their clients.
		About Clearbrook Financial, LLC Clearbrook Financial, LLC, provides an investment management platform to institutional investors, advisors and financial intermediaries, and is dedicated to creating an innovative, client focused model for the delivery of financial services that empowers clients with choice, precision and control.
		CheckFree Investment Services provides a broad range of investment management solutions and outsourced services to thousands of financial services organizations, which manage about $1.3 trillion in assets.
	www.prnewswire.com /cgi-bin/stories.pl?ACCT=104&STORY=/www/story/03-15-2006/0004320610&EDATE= (976 words)

	[No title]
		A generation skipping tax-exempt trust provides income and professional asset management to several generations of beneficiaries, while minimizing or avoiding Generation Skipping Transfer Tax.
		Congress imposed the Generation Skipping Transfer Tax in 1986 to discourage wealthy individuals from gifting or bequeathing assets to grandchildren or great-grandchildren to avoid estate tax.
		Professional asset management as well as orderly and immutable distribution of the trust's assets according to the terms of the trust.
	www.nmfn.com /tn/netserv--wealth_building--generation (224 words)

	UNEP FI: Work Streams: Investment
		The Principles for Responsible Investment (PRI) - This process aims to capitalise on the common ground between the goals of institutional investors and the sustainable development objectives of the United Nations by developing best-practice principles for responsible investment.
		The project is convened by the UN Secretary-General and implemented by UNEP FI and the UN Global Compact.
		UNEP Finance Initiative is a Unit of the Economics and Trade Branch, within the Division of Technology, Industry and Economics at the United Nations Environment Programme.
	www.unepfi.org /work_programme/investment/index.html (388 words)

	SRI-advisor.com \| Socially Responsible Investment Center for financial advisors, money managers, and financial planners.
		A group of European institutional investors launched EAI to encourage mainstream investment analysts to include issues such as corporate governance and climate change in their research.
		While many in the sustainable and responsible investment camp understand that extra-financial and intangible issues impact long-term corporate performance, mainstream investment analysts tend to focus on short-term issues such as quarterly earnings.
		Altogether, the founding members manage some €364 billion in assets, and estimate that five percent of their brokerage commissions will amount to approximately €4.5 million.
	www.sri-advisor.com /article.mpl?sfArticleId=1576 (729 words)

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