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ClearBridge Investments released its sixth annual Stewardship Report for the 2022 year, detailing its approach to creating shareholder value through the incorporation of ESG factors into its investment process.
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Franklin Templeton Congratulates Three Managers for Inclusion in Pensions Investments Best Places to Work in Money Management Awards Thu, 01/05/2023 - 10:00 Type of Content Press Release Layout Featured Media Body Franklin Templeton applauds three of its specialist investment managers for their inclusion in the 2022 Best Places to Work in Money Management awards. Presented by Pensions Investments (P), the global news source of money management, the 11th annual survey and recognition program is d
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Climate change cited as leading ESG criteria for both money managers and institutional asset owners
HIGHLIGHTS
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Both money managers and institutional asset owners cited climate change/carbon emissions as the top issue they addressed in ESG incorporation, with each group saying it applied to more than $3 trillion of the assets under their purview.
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Additionally, money managers reported applying fossil fuel divestment policies across $1.2 trillion in their assets under management, putting it in fourth place among all the ESG criteria they address. Avoidance of military/weapons related investments and tobacco-related investments ranked second and third for money managers, affecting $1.8 trillion and $1.7 trillion in assets, respectively.
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For institutional asset owners, the second most important ESG issue factored into investment decision-making was avoidance of companies doing business in countries of high conflict risk, affecting $3.3 trillion in assets. Board issues and sustainable natural resources/agriculture were the third and fourth most important ESG issues for institutional investors in asset-weighted terms, affecting $2.9 trillion and $2.8 trillion, respectively.
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From 2020 through the first half of 2022, 154 institutional investors and 70 investment managers controlling $3 trillion in AUM led or co-led shareholder resolutions on ESG issues.
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The leading ESG issue raised in shareholder proposals was on ensuring fair workplace practices, and particularly on ending de facto discrimination based on ethnicity and sex. Close behind in the numbers of proposals filed were concerns about corporate political activity and climate change.
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Community investing experienced rapid growth, with assets under management increasing 72 percent to $458 billion over the past two years and increasing more than 600 percent in the last decade.
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CSR Report Outlines Achievements and Expands Sustainability Disclosures
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It has never been more important for asset managers to understand their portfolio companies and address the long-term environmental, social and governance (ESG) risks within them, says ClearBridge Investments.\r\r
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The Franklin Templeton Investment groups and three of their affiliated specialist investment managers ClearBridge Investments, Brandywine Global and Martin Currie have joined the industry-leading Net Zero Asset Managers Initiative.
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Annual Impact Report Details Efforts to Encourage Companies to Improve Diversity and Inclusion, Adopt Sustainable Infrastructure and Combat Climate Change
Active Equity Manager Has Proprietary Ratings on ~900 Companies
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Report Introduces Enhanced Global Citizenship Framework and Goals on ESG Investing, Environment, Diversity and Inclusion
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Media call scheduled for 10:30am EST today
Highlights
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The Trends report counts two main strategies as sustainable investing: ESG incorporation—applying various environmental, social and governance (ESG) criteria in investment analysis and portfolio selection—and filing shareholder resolutions on ESG issues.
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The total US-domiciled assets under management using sustainable investing strategies grew from $12.0 trillion at the start of 2018 to $17.1 trillion at the start of 2020, an increase of 42 percent.
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This is 33 percent – or 1 in 3 dollars – of the total US assets under professional management.
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The top three specific issues for money managers and their institutional investor clients are climate change/carbon emissions, sustainable natural resources/agriculture and board issues.
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From 2018 through the first half of 2020, 149 institutional investors and 56 investment managers controlling $1.98 trillion in AUM led or co-led shareholder resolutions on ESG issues.
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ClearBridge Investments applauds the Business Roundtable for redefining the purpose of a corporation to promote “An Economy That Serves All Americans.”
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ClearBridge Investments released its annual Impact Report, which details the environmental, social and governance (ESG) considerations that have been a crucial part of its investment process for over 30 years.
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Pawl Wroblewski, Portfolio Manager at Clearbridge Investments, shares perspective on the most attractive investment opportunities in the electric vehicle revolution.
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ClearBridge Investments, LLC has published its 2017 Impact Report, “Making an Impact through Active Equity Ownership.” ClearBridge has been engaging with public companies to campaign for improvement on environmental, social and governance (ESG) issues for more than three decades. This report outlines the evolution of ESG investing at the firm and how, as active shareholders, ClearBridge measures its impact on the companies it owns across its strategies.
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Environmental, Social and Governance (“ESG”) investing is frequently misunderstood and these misconceptions have been passed around the investing world like a game of telephone. For those who view ESG investing with skepticism, ClearBridge Investments emphasizes that investing in ESG strategies can lead to continued growth and debunks the FIVE most popular myths about these strategies.
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ClearBridge Investments, Legg Mason's largest affiliate focused on equities, is a leader in Environmental, Social and Governance (\"ESG\") investments.