Culture of longevity, consistency and risk awareness: The strategy is managed by experienced and tenured investment professionals who take a collaborative approach to finding the best ideas which leads to deeper insights, fewer biases, and better outcomes.
ClearBridge Sustainability Leaders
Strategy Overview
The managers invest in high-quality companies with a demonstrated commitment to ESG principles and creating a positive impact. The managers take a broad view of sustainability, including companies that practice environmental stewardship, treat their employees fairly, manage their supply chain responsibly and employ corporate governance practices that are transparent and shareholder-friendly. The team may also invest in companies that offer products and services that have a positive impact on society.
Commitment to ESG Research and Company Engagement: ClearBridge has over 30 years of ESG investing experience, resulting in ESG analysis that is fully integrated into the overall security selection. The managers at ClearBridge take an active ownership role and as of 2022, now undertake in excess of 1,000+ engagements each year.
Long-term Investment Horizon: Concentrated portfolio of 40-601 high conviction names that is diversified across positions, industries, and market capitalizations with a multi-year investment horizon.
1This is the investment managers’ current thinking and is subject to change.
Our Philosophy
Our investment philosophy is built on the belief that high-quality companies that institute effective ESG practices should generate superior returns over long time horizons. We believe companies that address global challenges and manage their high-quality business operations with a sustainable mindset are well-positioned for value creation. Integrating ESG analysis with a disciplined fundamental research process enables us to identify these attractive investments, develop a holistic view and execute informed investment decisions.
Investment Process
We use a disciplined and repeatable investment process to identify investment opportunities and build conviction at every stage.
Proprietary ESG and Fundamental Analysis: Proprietary multi-factor, sector specific model used to narrow investment universe to identify stocks with quality attributes. ESG evaluation to find companies that operate sustainably and have exposure to products and services with positive impact.
Impactful Active Ownership Strategy: Effective active management includes engaging with company management to promote ESG leadership and prudent financial management, thus achieving both attractive investment returns and positive stakeholder impact.
Portfolio Construction. Construct a concentrated and diverse portfolio of high-conviction holdings with a multi-year investment horizon.
Ongoing risk management: Continuous risk monitoring at security, portfolio, and firm level.
Management Team
The ClearBridge Sustainability Leaders strategy is managed by the ClearBridge Investments team. With a legacy dating back 50+ years, ClearBridge Investments is a leading global equity manager committed to delivering differentiated long-term results through authentic active management and a culture of collaboration. The investment managers approach every opportunity with patience and diligence to better assess, and act with knowledge of, the full picture. Along with the research analysts, they collectively use their diverse talents and expertise to identify opportunities that the consensus may overlook to create success and stability for clients.
Mary Jane McQuillen
Managing Director, Head of ESG Investment, Portfolio Manager
Benedict Buckley
Portfolio Manager
Featured Insights
Contact us
Please connect with us to learn more about our investment capabilities and how we can help meet your investing needs.
Important Legal Information
All investments involve risks, including possible loss of principal. Equity securities are subject to price fluctuation and possible loss of principal.
Investment in company shares: The strategy invests in shares of companies, and the value of these shares can be negatively affected by changes in the company, its industry, or the economy in which it operates.
Environmental, social and governance (ESG) policy: The managers’ environmental social and governance (ESG) strategies may limit the types and number of investments available and, as a result, may forego favorable market opportunities or underperform strategies that are not subject to such criteria. ESG factors or criteria are subjective and qualitative, and the analysis by the manager may not always accurately assess ESG practices of a security or issuer, or reflect the opinions of other investors or advisors. There is no guarantee that the strategy's ESG directives will be successful or will result in better performance and may not work as intended.
Geographical focus: This strategy invests primarily in the United States, which means that it is more sensitive to local economic, market, political or regulatory events in the United States, and will be more affected by these events than other funds that invest in a broader range of regions.
Concentrated fund: The strategy invests in fewer companies than other strategies which invest in shares usually do. This means that the fund does not spread its risk as widely as other funds and will therefore be affected more if an individual company has significant losses.
There is no assurance that the employment of this strategy will result in the investment objective being achieved.
This information is intended for institutional audiences interested in institutional products and services available through Franklin Templeton and its affiliates. Various account minimums or other eligibility qualifications apply depending on the investment strategy or vehicle.
The information contained on this webpage is intended only as a general overview of Franklin Templeton investment capabilities and is for informational purposes only and should not be construed or relied upon as investment advice.
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. All investments involve risks, including possible loss of principal. There is no guarantee that a strategy will meet its objective. Performance may also be affected by currency fluctuations. Reduced liquidity may have a negative impact on the price of the assets. Currency fluctuations may affect the value of overseas investments. Where a strategy invests in emerging markets, the risks can be greater than in developed markets. Where a strategy invests in derivative instruments, this entails specific risks that may increase the risk profile of the strategy. Where a strategy invests in a specific sector or geographical area, the returns may be more volatile than a more diversified strategy.
This site is intended only for EMEA Institutional Investors. Using it means you agree to our Anti-Corruption Policy.
If you would like information on Franklin Templeton’s retail mutual funds, please visit www.franklinresources.com to be directed to your local Franklin Templeton website.
© Franklin Templeton. ClearBridge Investments, LLC, is a Franklin Templeton affiliated company.