ClearBridge Analyst and Portfolio Team Updates
The integration of ESG and fundamental analysis at ClearBridge is the responsibility of all investment professionals. ClearBridge sector analysts, who form a centralized research platform for all ClearBridge portfolios, have an established proprietary ESG framework. The framework identifies the key ESG considerations for each sector and subsector under analyst coverage and focuses on the ESG issues that truly matter for each company. The framework leverages the analysts’ many years of experience and supports and complements the research performed by portfolio analysts and portfolio managers, who focus on particular strategies, often collaborating on company coverage. Here we provide a sample of topics and issues addressed as part of ongoing engagements that take place as part of our fundamental research process.