ClearBridge Advisors

Proprietary fundamental research and analysis is the cornerstone of our disciplined investment approach, supporting Portfolio Management by leveraging our intellectual capital across the platform. See our Research Story.

“We believe that social and environmental issues are also sector-relevant business issues.”

Mary Jane McQuillen

Director, Socially Aware Investment

Profile

Investments managed for a sustainable future

At ClearBridge Advisors, our Socially Aware Investment (SAI) program is designed for clients who wish to have their portfolios managed in accordance with their social investment policy guidelines. Our SAI Program applies Environmental, Social and Governance (ESG) integration, active company engagement and shareholder advocacy to ClearBridge Advisors' pure-style investment strategies. We offer SAI 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 SAI 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 SAI process.

Five Main Elements of the ClearBridge SAI Program

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

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