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ClearBridge 2021 Impact Report

 

Our 2021 Impact Report: Partnering for Change in a Time of Adversity, offers a thorough look at the sustainability issues ClearBridge has been addressing over the past year with portfolio companies, shareholders and industry organizations through ESG integration, engagement and proxy voting.

Carbon emissions and climate change remain a major focus of the report, and we detail how we are incorporating climate change into our analysis of companies and into research across sectors. We also showcase our conversations with portfolio companies on timely social concerns, from supporting stakeholders through the COVID-19 pandemic to diversity and inclusion. New this year, the report also highlights how ClearBridge is applying ESG considerations in our infrastructure portfolios.

With expanded coverage of the impact of our proxy voting activity as well as the U.N. Sustainable Development Goals, the report highlights how in a challenging year we have been moving important conversations forward and advancing our role as trusted partner seeking to improve the sustainability of our investments.

ESG Update

Mary Jane McQuillen reflects on trends in the firm’s ongoing engagements with CEOs and CFOs of the companies held across ClearBridge portfolios and gives an expert’s view of major long-term issues defining the space. More...

Diversity and Inclusion

While some areas of diversity disclosure are still in the early stages, ClearBridge is benefiting from, and helping further, some groundbreaking research on gender equality data and is having meaningful engagements on all aspects of diversity and inclusion. More...

TCFD Update

As an active investor in public equities, and a supporter of the Paris Agreement, ClearBridge has an important role to play in mitigating the effects of climate change. More...

Active Engagement

In some circumstances, ClearBridge engagements result in material impact — instances where our conversations with company management or feedback we provide to company requests help initiate or improve sustainability practices at companies we own. More...

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Perspectives

Institutional Separate Accounts

(As of September 30, 2021)
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Exchange Traded Funds

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Mutual Funds

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Separately Managed Accounts

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Closed-End Funds

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Variable Investments

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