This report shows public data only. Is this your organisation? If so, login here to view your full report.

ClearBridge Investments

PRI reporting framework 2019

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation undertakes scenario analysis and/or modelling and provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

Describe The analysts maintain proprietary valuation methodologies and models as part of their coverage, inclusive of ESG. Data culled from analyzing financial statements (B/S,I/S,CF), as well as information from customers, suppliers, distributors and competitors, and sustainability data are among the inputs used to model estimated future results.
Describe Similar to the above response, as relevant, the analysts incorporate risk assessments around climate change scenarios and carbon emissions profiles. The analysts also assign a value to climate-related solutions and companies that are reducing their climate risk profile.

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

13.3. Additional information. [OPTIONAL]


SG 13 CC.


SG 14. Long term investment risks and opportunity

14.1. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following are considered.

other description (1)

          cyber security and data privacy, migrants and the supply chain, gender equality, farm animals and super bugs
        

other description (2)

          the opioid crisis, plastic pollution, sustainable development goals (SDGs), etc.
        

14.2. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

other description

          Active engagement and proxy voting related to climate change risk with our portfolio holdings
        

14.3. Indicate which of the following tools the organisation uses to manage climate-related risks and opportunities.

14.4. If you selected disclosure on emissions risks, list any specific climate related disclosure tools or frameworks that you used.

TCFD recommendations

CDP disclosure

INCR invovlement 

MSCI Carbon footprinting tool

Bloomberg and CDP carbon disclosure data

 

14.5. Additional information [Optional]


SG 14 CC.


SG 15. Allocation of assets to environmental and social themed areas

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

93 %

15.3. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

Asset class invested

18 % of AUM

Brief description and measures of investment

The percentage above is an estimate of exposure - based on certain portfolio holdings through industrials, technology and utilities investments and alignments to SDGs #7, #9, #12 and #13

Asset class invested

15 % of AUM

Brief description and measures of investment

The percentage above is an estimate of exposure - based on certain portfolio holdings through our renewables, technology and utilities allocations and alignments to SDGs #7 & #13

Asset class invested

10 % of AUM

Brief description and measures of investment

The percentage above is an estimate of exposure - primarily through our reits, real estate services, and financials holdings and alignments to SDGs #9 & #11

Asset class invested

5 % of AUM

Brief description and measures of investment

The above is an estimate - based on certain portfolio holdings in our consumer staples, consumer discrectionary/retailer, and industrials allocations and alignments to SDGs #12 & #15

Asset class invested

4 % of AUM

Brief description and measures of investment

The above is an estimate - base on our allocation to certain portfolio holdings in organic and natural food products, restaurants, food retailers and alignments to SDGs #2, #3, and #15

 

Asset class invested

2 % of AUM

Brief description and measures of investment

The above is an estimate - based on certain portfolio holdings in our financial services and technology allocations and alignments to SDG #11

Asset class invested

20 % of AUM

Brief description and measures of investment

The above is an estimate - based on certain portfolio holdings in our technology, healthcare and financial allocations and tied to our alignments to the SDG #4

Asset class invested

20 % of AUM

Brief description and measures of investment

The above is an estimate of exposure - based on certain portfolio holdings in our biotechnology and pharmaceutical, medical equipment and materials allocations and alignment to SDG #3.

Asset class invested

20 % of AUM

Brief description and measures of investment

The above is an estimate - based on certain portfolio holdings in our technology, materials, utility, staples, energy and industrials allocations and alignments to SDGs #6, #12 and #14

          Strong governance policies and capital allocation practices
        

Asset class invested

100 % of AUM

Brief description and measures of investment

Expressed in all of our company investments and engagement practices.

15.4. Please attach any supporting information you wish to include. [OPTIONAL]



Top