Environmental, Social and Governance Investment Program

Overview | Strategies | People | Resources

Investments managed for a sustainable future

At ClearBridge Advisors, our Environmental, Social and Governance (ESG) Investment program is designed for clients who wish to have their portfolios managed in accordance with their social investment policy guidelines. Our ESG Program integrates ESG principles, active company engagement and shareholder advocacy to ClearBridge Advisors' pure-style investment strategies. We offer ESG products for both institutional and individual investors.

Our proprietary ESG evaluation process is integrated into the stock selection for each style as part of a bottom-up approach to investing that seeks "best-in-class" names within each industry. The process is fortified by the expertise of analysts who are dedicated to sustainable investment research on the ClearBridge Fundamental Research platform, working with experienced Portfolio Management teams.

All ESG portfolio holdings must meet the underlying strategy's investment criteria prior to the incorporation of ESG evaluation, which will then generate "buy" recommendations within industries. Active proxy voting and corporate engagement are key components of the ClearBridge ESG process.

Five Main Elements of the ClearBridge ESG Program

Portfolio construction and ESG integration
Company and thought-leader engagement
Advocacy via proxy voting
Client interaction
Public education

Key Strengths

Leverages the strength and tenure of the ClearBridge Advisors Institutional Strategies
ClearBridge Portfolio Managers average 24 years of investment industry experience
Over 20 years of history managing Environmental, Social and Governance Investment portfolios
ESG analysis integrated into the Fundamental Research Platform
Collaboration with the Team's sector-specific Research Analysts for full coverage of each stock
Customization available based on client-specific guidelines/investment policy statement
Access to ClearBridge ESG Investment management teams

ClearBridge Advisors is a Signatory to the Principles for Responsible Investing (PRI), a voluntary framework for institutional investors who commit to integrate environmental, social, and governance (ESG) factors into their investment analysis and decision-making practices.

The Social Investment Forum (SIF) is the U.S. national nonprofit membership association for professionals, firms and organizations dedicated to advancing the practice and growth of socially responsible investing (SRI).

For more information on our investment offerings, please contact Mike Magee at 1.800.691.6960 or Institutional@ClearBridgeAdvisors.com

All investments are subject to risk, including the possible loss of principal. Past performance is not indicative of future results.

There is no guarantee investment objectives will be met.