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Impact Report 2017

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Firm Overview

ClearBridge Investments is a leading global equity manager with $137 billion in assets under management as of December 31, 2017. We are committed to delivering long-term results through active management, as we have for more than 50 years, and continue to offer investment solutions that emphasize differentiated, bottom-up stock selection to move our clients forward. Owned by Legg Mason, ClearBridge operates with investment independence from headquarters in New York and offices in Baltimore, London, San Francisco and Wilmington.

 

"Business can be a force for good in society. Investors have the ability to examine and amplify that impact. "

-Mary Jane McQuillen, Head of ESG Investment

 

We believe authentic active management and high-conviction portfolios provide clients the best opportunities to earn superior investment results over the long term. Our active approach combines the market knowledge of long-tenured portfolio managers with the original research of a specialized group of sector and portfolio analysts and the deep diligence of a dedicated risk management team. The Firm offers strategies focused on three primary client objectives in our areas of proven expertise: high active share, income solutions and low volatility. We integrate environmental, social and governance (ESG) considerations into our fundamental research process across our platform. 

As an ESG investor for over 30 years, ClearBridge remains at the forefront among asset managers in promoting and communicating the benefits of including ESG factors when selecting investments and building portfolios. Our experience demonstrates that an active, long-term commitment to ESG integration — ClearBridge holds companies for seven years on average across our portfolios — is good business and can offer clients a return on their investments and make an impact. As part of this integration into our fundamental research process, we assign ESG ratings to every company in our coverage universe and use those ratings to track progress toward stated goals over time and drive engagement with the companies we own. ClearBridge is a signatory to the United Nations-supported Principles for Responsible Investment.

A Long-Term Commitment to Fundamental Investing

ClearBridge is committed to authentic active management, delivering performance distinct from market benchmarks.

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Diligent Research

Investment ideas are sourced from intensive research integrating fundamental analysis with ESG considerations, and leverage the wisdom of experienced investment teams, to construct high-conviction portfolios.

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Business Model Focus

Quality guides stock selection, with an emphasis on companies featuring superior business models, sound capital allocation and healthy balance sheets. Our promotion of best-in-class ESG practices through company engagements and outreach reinforces this quality bias.   

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Patience

Patiently investing for the long term, harnessing in low-turnover strategies the powerful compounding effects of earnings and cash flow growth.  

 
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Risk Awareness

A robust due diligence approach anticipates risks prior to stock purchase and consistently manages market and security-specific risks across portfolios and the Firm. 

Table of Contents

Firm Background

  • $124.3 billion: Assets for which ESG risk and opportunities are analyzed
  • 658: Proprietary ESG-rated companies
  • 1000+: Company meetings per year
  • 334: Companies where we are a top 20 shareholder
  • 7 years: Average period we own a company*
  • 1

    The weighted average turnover of all ClearBridge’s strategies is 14.5% (weighted by assets managed in each strategy). This implies a holding period of approximately 7 years.