ClearBridge Advisors

Institutional Environmental, Social and Governance Investment Program

Investment Objective

The ClearBridge Institutional Environmental, Social and Governance (ESG) Investment Program integrates ESG principles, active company engagement and shareholder advocacy to ClearBridge Advisors' pure-style investment strategies. The ESG Investment Program draws on our diverse selection of institutional investment disciplines, including:

Investment Philosophy

Our proprietary ESG evaluation process is incorporated into the stock selection for each investment 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 a "buy" recommendation within industries. Active proxy voting and corporate engagement are key components of the ClearBridge ESG process.

Investment Process

  • Initial universe
  • Fundamental research and business model analysis
  • Investment valuation
  • ESG integration
  • Decision making process/security selection (Watch List)
  • Portfolio construction
  • Risk management and review/sell process
  • Ongoing company engagement on both financial and ESG issues

Key Strengths

  • Leverages the strength and tenure of the ClearBridge Advisors Institutional Strategies
  • ClearBridge Portfolio Managers average 23 years of investment industry experience
  • Over 20 years of history managing Environmental, Social and Governance Investment portfolios
  • ESG analysts 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
  • Active Proxy Voting according to ESG Proxy Guidelines
  • Access to ClearBridge ESG Investment management teams

Investment Management

Mary Jane McQuillen

Director, Portfolio Manager, Head of Environmental, Social and Governance Investment
  • 14 years of investment industry experience

See Mary Jane McQuillen's Profile

Karoline Barwinski

Assistant Vice President, Environmental, Social and Governance Investment
  • 3 years of investment industry experience

See Karoline Barwinski's Profile
Watch Video
Mary Jane and Karoline discuss the ESG Program's investment strategy.

For more information on our investment offerings, please contact Sean Oakes or Andrew Goldsmith 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.

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