ClearBridge Impact Report 2021

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Firm Overview

ClearBridge Investments is a leading global equity manager with $177 billion in assets under management as of December 31, 2020. Owned by Franklin Resources, ClearBridge operates with investment independence from headquarters in New York and offices in Baltimore, London, San Francisco, Sydney and Wilmington. We believe authentic active management and high-conviction portfolios provide clients the best opportunities to earn superior investment results over the long term. We offer 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 industry sectors and in all our investment strategies. 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. ClearBridge takes a long-term approach, holding companies for six years on average across our portfolios. Our experience demonstrates that an active investing approach with a long-term focus and a commitment to ESG integration make for good business. This approach can offer clients a return on their investments and make an impact. As part of this integration into our fundamental research process, we assign proprietary ESG ratings to companies and use those internal assessments to track progress and drive engagement with company managements.

P&I Names ClearBridge Best Place to Work 2020 Pensions & Investments Magazine (P&I) has recognized ClearBridge Investments as one of the Best Places to Work in Money Management for the ninth year in a row. ClearBridge, which won first place in the 100-499 employee category, is one of a very few companies to have made the list every year since the program launched in 2012. In a challenging year where the COVID-19 pandemic forced a work-from-home environment, employees surveyed by P&I noted that ClearBridge was able to maintain its collaborative culture through a seamless technology transition and ongoing support and flexibility in work hours. Employees also highlighted how company management has remained accessible and open to suggestions even in a remote setting.


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