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Socially Responsive Investing

The Socially Responsive Investment Group of Legg Mason Investment Counsel is well equipped to address the often difficult questions regarding the practical intersection of business and society. We manage more than $750 million* in assets for socially responsive clients, and are supported by an experienced team focused exclusively on social issues.

Supporting your goals

We recognize not all socially responsive clients share the same goals. Our highly-customized approach relies on the close collaboration of our portfolio managers and social research team. Together, these resources work diligently with each client to construct an individualized social investment policy.

Investment success with a respect for your values

Our clients have flexibility to incorporate the social screens necessary to address their specific concerns. We are pleased to offer counsel to those who may need additional information to make their social screen selections.

Custom-tailored portfolios

To best meet the needs of our clients, we provide a high level of personalization. We conduct proprietary research and apply customized screens to identify companies that are consistent with each client's unique social policy and investment position.

Rely on our expertise

As one of the largest and most respected managers of socially screened assets, our Socially Responsive Investment Group has developed strong relationships with a broad network in the corporate social responsibility community.

With more than 30 years of experience, our Socially Responsive Investment Group offers insight and research know-how. We talk to the right people, ask the important questions, and tap the essential sources.

*as of 6/30/09