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ClearBridge Investments

PRI reporting framework 2019

You are in Strategy and Governance » Communication

Communication

SG 19. Communication

19.1. Indicate whether your organisation typically discloses asset class specific information proactively. Select the frequency of the disclosure to clients/beneficiaries and the public, and provide a URL to the public information.

Caution! The order in which asset classes are presented below has been updated in the online tool to match the Reporting Framework overview.
If you are transferring data from an offline document, please check your response carefully.

Listed equity - Incorporation

Do you disclose?

The information disclosed to clients/beneficiaries is the same

Disclosure to public and URL

Disclosure to public and URL

Listed equity - Engagement

Do you disclose?

The information disclosed to clients/beneficiaries is the same

Disclosure to public and URL
Disclosure to clients/beneficiaries

Disclosure to public and URL

          How we have shared our engagements with other investors and in public forums for educational purposes
        

Disclosure to clients/beneficiaries

          Portfolio-specific details that can be customized by client request
        

Listed equity – (Proxy) Voting

Do you disclose?

The information disclosed to clients/beneficiaries is the same

Disclosure to public and URL
Disclosure to clients/beneficiaries

Disclosure to public and URL

Disclosure to clients/beneficiaries

19.2. Additional information [Optional]

We share the same base information with both the public and our clients. However, if there is a difference between what is disclosed to the general public and to our clients, the difference is client-specific (bespoke requests) or portfolio-specific (custom allocations). 

In terms of proxy voting, we share all proxy votes for our mutual funds, but not for client-specific separate accounts.


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