Brown Advisory

NOVEMBER 5, 2021

Consistent with our firm’s investment philosophy, we take the long view in planning – thinking in decades, not days. The strength of balance sheets may also present a good opportunity to consider aligning investments with family goals and purpose. There is no singular formula to getting this right.

Planning 52

Planning Tax Planning Taxes Clients 52

Brown Advisory

SEPTEMBER 12, 2016

“The reporting is not consistent across industries or across companies, so it’s very hard to make accurate comparisons,” said Esty, a member of Brown Advisory’s Sustainable Investing Advisory Board. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

“The reporting is not consistent across industries or across companies, so it’s very hard to make accurate comparisons,” said Esty, a member of Brown Advisory’s Sustainable Investing Advisory Board. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

Food 52

Food Executive Compensation Portfolio Management Valuation 52