Investment Objective
The ClearBridge Institutional Socially Aware Investment (SAI) Program applies Environmental, Social and Governance (ESG) integration, active company engagement and shareholder advocacy to ClearBridge Advisors' pure-style investment strategies.
The SAI 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 SAI 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 SAI process.
Investment Process
- Initial universe
- Fundamental research and business model analysis
- Investment valuation
- Environmental, Social, and Governance (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