Improving Outcomes Through Active Company Ownership

ClearBridge Investments: A comprehensive review of the sustainability issues ClearBridge is addressing through ESG engagement.

ClearBridge is excited to bring you its 2020 Impact Report: Improving Outcomes Through Active Company Ownership. This is ClearBridge’s most comprehensive examination yet of the sustainability issues it has been addressing over the past year with portfolio companies, shareholders and industry organizations through ESG integration, engagement and proxy voting.

Carbon emissions and climate change are a primary focus in this year’s report, both on the portfolio level and through partnerships with companies across sectors where ESG is gaining prominence, such as midstream energy. The report also highlights timely issues including our outreach to companies on COVID-19 as well as key examples where our investment team has made an impact through successful engagement.

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DEFINITIONS

COVID-19 is the World Health Organization's official designation of the current novel coronavirus disease. The virus causing the novel coronavirus disease is known as SARS­CoV-2.

Environmental, Social, and Governance (ESG) refers to the three central factors in measuring the sustainability and societal impact of an investment in a company or business.

Midstream is a term used to describe one of the three major stages of oil and gas industry operations. Midstream activities include the processing, storing, transporting and marketing of oil, natural gas, and natural gas liquids.



WHAT ARE THE RISKS?

Past performance is no guarantee of future results. Please note that an investor cannot invest directly in an index. Unmanaged index returns do not reflect any fees, expenses or sales charges.

Equity securities are subject to price fluctuation and possible loss of principal. Fixed-income securities involve interest rate, credit, inflation and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed income securities falls. International investments are subject to special risks including currency fluctuations, social, economic and political uncertainties, which could increase volatility. These risks are magnified in emerging markets. Commodities and currencies contain heightened risk that include market, political, regulatory, and natural conditions and may not be suitable for all investors.

U.S. Treasuries are direct debt obligations issued and backed by the “full faith and credit” of the U.S. government. The U.S. government guarantees the principal and interest payments on U.S. Treasuries when the securities are held to maturity. Unlike U.S. Treasuries, debt securities issued by the federal agencies and instrumentalities and related investments may or may not be backed by the full faith and credit of the U.S. government. Even when the U.S. government guarantees principal and interest payments on securities, this guarantee does not apply to losses resulting from declines in the market value of these securities.