ESG
Overview
Brandywine Global is a signatory to the UN-supported Principles for Responsible Investment, a network of investors committed to investing responsibly and supporting a sustainable global financial system. Our status as a PRI signatory underscores our commitment to incorporating environmental, social, and governance (ESG) factors into most of our investment decision-making processes and to furthering our active ownership efforts while striving for the best possible return outcomes within our investment guidelines.
As fiduciaries and responsible stewards of our client's assets, we recognize that relevant and material ESG issues may meaningfully affect long-term performance, and that these factors can be critical components of our disciplined, integrated analysis and ongoing monitoring.
ESG Integration
With a value orientation as a shared philosophy across investment teams, ESG research is important to our comprehensive price and information risk analyses in most cases. We carefully strike a balance between implementing a consistent approach to ESG integration and ensuring that research and analysis remain authentic to each team's distinctive investment process. Our top-down, bottom-up investment approach extends to how most of our investment teams account for ESG risks and opportunities, as these factors are assessed from at the broadest country and macro levels, down to sector and company-specific themes.
Five facets to ESG integration when applied:
Dual Research Responsibilities |
Portfolio managers and research analysts analyze both ESG factors and traditional economic and financial indicators. |
Materiality |
We evaluate material ESG issues that may impact a country’s economic growth, a company’s business activity, etc. |
Proprietary ESG Methodologies |
ESG frameworks are integrated into longstanding investment processes. |
Improving ESG Scores & Fundamentals |
We examine the extent to which an entity is demonstrating improvements or deteriorations in both its economic and ESG risk profile. |
Engagements |
Sovereign and corporate engagements are additive to our research. |
Responsible Investing Capabilities
Written Research and Blog Posts
Finding Ways to Weather Climate Risk in US Housing
September 12, 2023
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Blended Solutions for Better Emerging Market Development
February 14, 2023
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In Defense of ESG Integration
December 22, 2022
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Tomorrow’s Energy Security Exposes Today’s Risks
June 13, 2022
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Videos and Podcasts
ESG Factors Are Inherent to Our Fundamental Equity Team's Process
November 11, 2019
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