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Stewardship Reports

Good stewardship of our clients’ capital requires taking a long-term view – not just of the companies we invest in, but of the societies and environment in which they operate. With that in mind, we have compiled this library featuring some of the most recent stewardship and engagement reviews from our investment teams. These documents contain a diverse selection of case studies providing tangible details of our approach in action.

View summary of Franklin Templeton's latest Stewardship Report

Click here to download Martin Currie's latest Stewardship Report

Western Asset Stewardship Report

Engagement Reports and Reviews

Clarion Partners

ClearBridge Investments

Franklin Templeton UCITS ETFs

Franklin Templeton Fixed Income

Lexington Partners

Putnam Investments Stewardship Report

Templeton Emerging Markets Equity

Templeton Global Equity Group

Important Legal Information

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. Franklin Templeton has certain environmental, social and governance (ESG) goals or capabilities; however, not all strategies are managed to “ESG” oriented objectives. Integrating ESG considerations into the investment process is not a guarantee that better performance will be achieved. All investments involve risks, including possible loss of principal. Data from third party sources may have been used in the preparation of this material and Franklin Templeton has not independently verified, validated or audited such data. Franklin Templeton accepts no liability whatsoever for any loss arising from use of this information and reliance upon the comments, opinions and analyses in the material is at the sole discretion of the user. ​