Last Fall, ClearBridge was a speaker at the PRI in Person conference in San Francisco. We joined other speakers to discuss the report results from the CFA Institute/PRI listed equity advisory group workshops project to increase awareness and understanding of ESG factors into the investment analysis process by CFA charterholders around the world. Part of this discussion was to review the importance of the PRI listed equity work for global investors.
In addition to this, the firm's sector analysts and PMs have continually provided ESG education to the general public to raise the standards around the ESG investment process, and to help asset owners, managers and consultants get further understanding around RI.
One of the most requested presentations is to debunk the myths on integrating ESG factors (i.e., hurts performance or is values based only) and after such presentations by our firm's investment professionals, the resistance to joining an RI initiative by other investors seems to decline.
We also regularly receive requests from consultants and other asset managers to explain the PRI and provide our views.
We co-presented with the PRI for a public pension board in CA in 2018, specifically for our perspectives on the PRI.