Question: Kingspan case can you please answer the below: 1- What do you think about the Investment Generation philosophy? Do you see a competitive advantage? Would
Kingspan case
can you please answer the below:
1- What do you think about the Investment Generation philosophy? Do you see a competitive advantage? Would you define them as an Impact investor? Do you agree with their approach? 2- Explain from the ESG - Sustainable Investment approach the rationale for including Kingspan in the portfolio.
3- Based on your role please defend what Generation Investment should do about its decision.
4- Blackrock fund managers thinking about doing "engagement" with Kingspan. What proposals would you have with the company to make it more sustainable? Will they be different if you were an activist such as Carl Icahn or Bill Ackman?
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