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Clarion Partners, LLC

PRI reporting framework 2020

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

Clarion Partners' mission is to seek exceptional investment returns by responsibly investing in and managing buildings that provide healthy, safe, and productive places to live, work, shop, and stay.

Clarion Partners is committed to being a leader in responsible investing and stewardship of the environment.

Clarion Partners' Executive Board has formally adopted a sustainability strategic plan with a mission statement, including governance and management policies and goals, which serves as the foundation for Clarion's corporate responsibility programs. A Corporate Responsibility Committee helps oversee these activities and reports to the Clarion Partners Operating Committee on a quarterly basis. Clarion Partners creates real estate value for our institutional investor clients by relying on the fundamentals of proprietary research, innovative ideas, and the judgment of over thirty years of experience.

Per Clarion's Corporate Responsibility Mission Statement, all Clarion Partners employees, subsidiaries, affiliates, and suppliers are expected to meet the requirements below:

Environmental

  • Comply with or exceed requirements of all applicable environmental regulations.
  • Reduce the environmental impacts of development and operations.
  • Minimize climate change impacts.
  • Be a responsible steward of natural resources.

Social

  • Provide safe, healthy, and productive working environments for Clarion employees and tenants.
  • Work with supply chain partners to ensure that Clarion's values and expectations are upheld in all areas.

Governance

  • Comply with or exceed requirements of all applicable regulations and act as a responsible member of the communities in which we operate.
  • As employees and as a company, act ethically and responsibly.

Economic

  • Provide long-term value for Clarion investors and other stakeholders.
  • Dedicate appropriate resources to fulfil Clarion's sustainability goals and objectives.

Clarion Partners provides investors with long-term real estate solutions, and is mindful of obligations of responsibility, transparency, and trust.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

287 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

04.5. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 0 0 0 0
Fixed income 0 0 0 0
Private equity 0 0 0 0
Property >50% 100 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Not Applicable)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

99.67 Developed Markets
.33 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


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