We align the interests of the firm with our clients and strive to deliver alpha in every aspect of our business, from generating consistent investment performance, to promoting sustainable business practices, to delivering successful long-
term outcomes.
Here you can learn more about our company, our team and careers at ClearBridge.
ClearBridge Investments has been recognized by Pensions & Investments Magazine as a "Best Place to Work in Money Management" in all nine years of the survey.
These awards reflect the Firm's spirit of collaboration, work/life balance and ongoing investment in our employees.
Environmental, Social and Governance (ESG) Investment
Investing to make an impact can be achieved through investment strategies that integrate Environmental, Social and Governance (ESG) factors into the stock selection process. These strategies enable investors to reap the benefits of responsible, sustainable business and promote positive change through company engagement, proxy voting and raising awareness of ESG issues.
| Average Annual Results | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Name | Strategy AUM | YTD Returns | 1 Year | 3 Year | 5 Years | 7 Years | 10 Years | Fact Card | Commentary | Copy link to clipboard |
| Appreciation ESG Strategy | $540.0M | |||||||||
| Gross of Fees | 7.17 | 7.98 | 19.07 | 12.11 | 14.47 | 14.61 | ||||
| Net of Fees | 6.65 | 7.29 | 18.31 | 11.40 | 13.76 | 13.89 | ||||
| Dividend Strategy ESG | $772.5M | |||||||||
| Gross of Fees | 5.45 | 7.39 | 15.18 | 10.22 | 11.43 | 11.84 | ||||
| Net of Fees | 3.15 | 4.27 | 11.85 | 7.02 | 8.21 | 8.60 | ||||
| Global Value Improvers Strategy | $28.9M | |||||||||
| Gross of Fees | 8.04 | 12.95 | 20.09 | - | - | - | ||||
| Net of Fees | 7.48 | 12.17 | 19.27 | - | - | - | ||||
| Growth ESG Strategy | $277.9M | |||||||||
| Gross of Fees | 1.01 | -1.06 | 14.22 | 5.32 | 9.71 | 8.96 | ||||
| Net of Fees | -1.21 | -3.95 | 10.92 | 2.25 | 6.52 | 5.79 | ||||
| Large Cap Growth ESG Strategy | $4.3B | |||||||||
| Gross of Fees | 8.08 | 7.30 | 20.13 | 10.69 | 15.36 | 15.62 | ||||
| Net of Fees | 7.56 | 6.61 | 19.36 | 9.98 | 14.63 | 14.88 | ||||
| Large Cap Value ESG Strategy | $1.3B | |||||||||
| Gross of Fees | 11.67 | 13.28 | 15.35 | 9.23 | 12.07 | 12.00 | ||||
| Net of Fees | 9.24 | 10.00 | 12.02 | 6.06 | 8.82 | 8.76 | ||||
| Sustainability Leaders Strategy | $1.7B | |||||||||
| Gross of Fees | 10.41 | 11.01 | 16.71 | 7.86 | 13.18 | 13.99 | ||||
| Net of Fees | 9.88 | 10.30 | 15.96 | 7.16 | 12.46 | 13.23 | ||||
| Name | Fact Card | Commentary | Copy link to clipboard |
|---|---|---|---|
| ClearBridge Sustainability Leaders Fund |
