Generation Investment Management

The Sustainability Trends Report 2026 is now available in audio 🎧 From geopolitical turmoil and fossil-fuel shocks to the clean technologies accelerating the energy transition, explore the progress and challenges shaping a more sustainable future. Download the full audio report and listen wherever your day takes you ⬇️

What are the challenges and solutions for mission-driven, high-growth companies in the transition to a sustainable economy ❔ This will be one of the topics at our Growth Equity team's annual System Positive Summit, which brings together founders, investors and sustainability leaders to share insights about their experiences in taking growth-stage companies to next-level impact. ⏩ The summit takes place in San Francisco on Wednesday, 7 October, with three workshops hosted by leaders from our portfolio companies and advisors. Kyna Fong, PhD, chief executive officer of Elation Health, one of our portfolio companies, attended the summit last year and says: “What stood out about the summit is the calibre of attendees and the candid conversations with founders and investors who genuinely care about building durable, mission-driven businesses." One workshop will be aimed at CEOs and founders and led by Michelle Zatlyn, the co-founder and president of Cloudflare, and Anna Binder, the former chief people officer of Asana. The second workshop will be focused on issues relevant to chief financial officers and hosted by Elena Gomez, president and CFO of Toast, and Deepak Ahuja, CFO of Redwood Materials and former CFO of Tesla. The third session will be for chief technology and chief product officers, with discussion guided by Alex Hood, former CPO of Asana and vice president of product at Intuit, and Tom C. Casey, former senior vice president and general manager of products and technology at Splunk and former SVP of engineering at DocuSign. Discover more about our Growth Equity team’s approach at https://lnkd.in/eWsE7Fxx The views expressed in this post are solely those of the chief executive officer of Elation Health and may not represent the experiences of our other portfolio companies. Although the chief executive officer was not compensated, Generation’s investment may create a potential conflict of interest.

A fossil-fuel dependant food system is vulnerable to energy shocks. Fertiliser supply, shipping routes and food prices are deeply connected, meaning disruption in one part of the system can quickly affect harvests and households 🍞 Explore the links between fertiliser, conflict and food security in The Sustainability Trends Report 2026 ⬇️

Artificial intelligence could help accelerate the energy transition, but we must address key challenges to ensure AI is sustainable 💡 It is critical that we consider the impact on energy demand, jobs, communities and democracy as AI scales. Discover what it will take to get AI right in The Sustainability Trends Report 2026 ⬇️

China sits at the centre of the energy transition’s biggest tension. It remains the world’s largest fossil fuel consumer, but it is also the leading producer of many of the technologies cleaning up power and transport ⚡ Discover China’s dual role in the global transition to clean energy in The Sustainability Trends Report 2026 ⬇️

Food security depends on more than farms. It also relies on energy systems, trade routes and the inputs that keep harvests moving 🌾 With so much fertiliser passing through vulnerable chokepoints such as the Strait of Hormuz, disruption can quickly harm food production. Read more about the links between energy, fertiliser and food security in The Sustainability Trends Report 2026 ⬇️