ClearBridge ESG Milestones

1987

ClearBridge opens first client account using socially responsible investment approach

1997 2005

Becomes an inaugural Investor Signatory to the Carbon Disclosure Project (CDP)

Participates in launch of the Principles for Responsible Investment (PRI) with Kofi Annan at the NYSE

Establishes central research platform and begins integrating ESG factors by sector

2011

1990

Joins Interfaith Center on Corporate Responsibility (ICCR) Joins United Nations Environment Program Finance Initiative (UNEP FI)

2004

Co-publishes first “ESG” report with the UNEP FI’s Asset Management Working Group, which coined “ESG” for institutional investment

2008

Signs U.N.-supported Principles for Responsible Investment (PRI) Joins Investor Network on Climate Risk (INCR)

Joins Ceres

2013

Forms corporate partnership with WaterAid

2016

Signs the Access to Medicine Index (ATMI) Investor Statement

2018

Becomes signatory to Climate Action 100+ and a supporter of the Task Force on ClimateRelated Financial Disclosures (TCFD)

2012

Joins Global Impact Investing Network (GIIN)

2015

Appointed subadvisor to Desjardins SocieTerra American Equity Fund

2017 2020

ClearBridge assets where ESG factors are integrated and ESG ratings assigned surpasses $100 billion ClearBridge assets where ESG factors are integrated and ESG ratings assigned surpasses $150 billion

ClearBridge signs onto the CDP ScienceBased Targets Campaign