“We believe that social and environmental issues are also sector-relevant business issues.”
Mary Jane McQuillen
Director, Portfolio Manager, Head of Environmental, Social and Governance Investment
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Mary Jane explains how the Environmental, Social and Governance Investment Program has used an investment-oriented process since its inception.
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