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LEADERS UNIVERSE SUSTAINABLE EQUITY

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About the Leaders Universe

As a leading ‘search platform’ for institutional asset owners and from our close partnership with Pensions & Investments, Global Fund Search has unique access and insight into the work and preferences of institutional selection teams around the globe. The knowledge we accumulate ultimately makes us able to systematically identify the leading asset managers, e.g. within sustainable investing.

Sustainable investing is one of the major themes that we see among our investor-clients today, and it is a theme that is likely to play an important role in institutional investing for many years to come. Therefore, we dedicate this section of our platform to the leading asset managers and products that we, and our investor-network, see in this space.

Sustainable Equity Leaders

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White papers

From Alchemy to Gold - Quantifying the ESG impact for Sustainable Global Stars Equities
Navigating the ESG labyrinth
MFS' View on Climate Change
Lengthening the Investment Time Horizon
Engagement on SDG’s – A framework for investors
Healthy Returns - Sustainable Investing in the Health Care Sector
ESG Outlook: Five Key Trends Are Driving Momentum in 2020
COVID-19 and Food production
More than a decade of ESG integration
How Top-Down Governance Analysis Adds Value
The Importance of SDG Investing in Emerging Markets
Clearbridge - The Future of Investing
The Cost of ESG
Sustainable Perspectives
Why We Believe Active Management Is Essential to Sustainable Investing
Performance characteristics of ESG scores
Investing in an age of extreme weather events
The Waste Side Story - the other side of consumption
Fidelity Analyst Survey 2020 (ESG included)
ESG in Depth: Workers, Platforms, and the Growing Scrutiny on the Gig Economy
Two Decades of Sustainable Equity Investing
ESG implications of the COVID-19 pandemic
ESG Scores as a Measure of Quality
Energy Transition in Developing Asia – Critical to the success of addressing climate change
ESG integration in practice
ESG Focus: Carbon Emissions and Data Centers
Integrating ESG Factors into the Investment Process Moves the Needle Forward
US Responsible Investment regulatory update
Sustainable Thematic Returns in a Growth-challenged World
BMO Climate Change Engagement
Clearbridge - Enhancing Fundamental Analysis Through ESG Integration and Active Company Engagement

Spotlight

ESG philosophy

ClearBridge believes that ESG is the future of investing and that someday it won’t even be called “ESG” or designated as a separate discipline; it will become an integral part of the way investors analyze companies. At ClearBridge, ESG is not merely a screen or an overlay; it is part of how we conduct fundamental research and it defines how we think about all companies considered for investment in all client portfolios. Our clients, whether or not they desire an explicit ESG mandate, all have investment goals — growing pensions, funding grants or delivering retirement income  — to be achieved far into the future. They deserve to invest in companies that plan carefully for what’s ahead and that care about the environment, their employees, their customers and their community. We believe such companies are most likely to provide the kind of performance our clients need to meet their long-term goals.

ESG Approach

ClearBridge’s tradition of long-term investing in quality businesses aligns closely with an ESG investing approach. This approach fosters meaningful ownership positions in portfolio companies and significantly lower portfolio turnover compared to peers. This long-term approach is reflected in the Firm’s compensation structure, which bases incentive compensation for portfolio managers primarily on three- and five-year investment performance. A portion of portfolio managers’ compensation is invested in the portfolios they manage and vests over four years. These practices align the incentives of our portfolio managers with the long-term interests of our clients.

Our bottom-up, fundamental research targets companies with:

  • Differentiated business models
  • High sustainable returns
  • Strong financial characteristics
  • Seasoned management teams

This overall stock selection process lends itself well to ESG integration. Rather than rely on negative screening or overlays, ESG integration ensures a more holistic approach to sustainability that measures progress and promotes improvement over time.

ClearBridge ESG portfolios do not simply avoid certain industries; we integrate industry-specific ESG factors into our fundamental research process and favor companies that promote best practices on ESG issues. All companies considered for investment across the platform are given an ESG rating, updated at least annually, and only companies rated “A” or better may be included in ESG portfolios. We also work actively with companies seeking to improve their ESG performance through direct engagement and proxy voting.

ESG Integration and Ratings

At ClearBridge, ESG is not merely a screen or an overlay; it is how we conduct fundamental research and defines how we think about all companies considered for investment. Many investors say they integrate ESG into their investment process, but there are many different approaches being employed. When we say our ESG research is “integrated” we mean that it is included in an analyst’s process for covering a company. This is a key point — ESG research is not done by separate analysts or simply as an overlay of research from a third party.

Read more

Sustainable products
  • ClearBridge Sustainability Leaders Strategy
  • ClearBridge Large Cap Growth ESG Strategy
  • ClearBridge Global Growth Strategy
White paper(s)
Clearbridge - The Future of Investing
Clearbridge - Enhancing Fundamental Analysis Through ESG Integration and Active Company Engagement

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