Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report. Download the Report. . We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. We focus on sustainable investing because we believe that it represents good business sense that goes hand in hand with value creation.

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 01/28/2021 - 15:09 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our Impact Report for the Brown Advisory Large-Cap Sustainable Growth strategy.

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy. At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec.

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Brown Advisory

FEBRUARY 3, 2020

Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact.

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Brown Advisory

FEBRUARY 3, 2020

2019 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. Mon, 02/03/2020 - 08:01. Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. and Brown Advisory Trust Company of Delaware, LLC.

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Brown Advisory

FEBRUARY 6, 2020

2019 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 02/06/2020 - 08:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our Impact Report for the Brown Advisory Large-Cap Sustainable Growth strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

FEBRUARY 6, 2020

2019 Impact Report: Large-Cap Sustainable Growth Strategy. Thu, 02/06/2020 - 08:15. At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

FEBRUARY 3, 2020

Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact.

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Portfolio Management Portfolio Clients Investing 52

Brown Advisory

FEBRUARY 3, 2020

2019 Impact Report: Sustainable Core Fixed Income Strategy. Mon, 02/03/2020 - 08:02. At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

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Brown Advisory

JULY 14, 2020

31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. Large-Cap Sustainable Growth team, and defence through ESG risk assessments. Enclosed is our inaugural ESG Transparency Report.

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Brown Advisory

JULY 14, 2020

2019 Global Leaders ESG Transparency Report. Tue, 07/14/2020 - 08:15. Download the Report. . 31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. Enclosed is our inaugural ESG Transparency Report.

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Brown Advisory

JUNE 17, 2022

2021 Global Leaders Impact Report mhannan Fri, 06/17/2022 - 11:06 Download the Report A Letter of Introduction From The Portfolio Managers Our 2021 report combines our thinking across many ESG topics alongside articles on low carbon investing and how looking after one’s customer is tied to ESG. years; shortcuts creep in.

Portfolio Management 52

Portfolio Management Portfolio Management Government 52

Brown Advisory

JUNE 17, 2022

2021 Global Leaders Impact Report. Download the Report. . Our 2021 report combines our thinking across many ESG topics alongside articles on low carbon investing and how looking after one’s customer is tied to ESG. The median tenure of S&P 500® Index corporation CEOs in 2020 was only 4.4 Fri, 06/17/2022 - 11:06.

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Brown Advisory

NOVEMBER 24, 2021

How Public-Market ESG Investors Generate Impact without Compromising Performance jharrison Wed, 11/24/2021 - 13:26 Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com.

Marketing 52

Marketing Marketing Portfolio Management Taxes 52

Brown Advisory

NOVEMBER 24, 2021

Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com. 2020 Impact Report: Large-Cap Sustainable Growth Strategy.

Marketing 52

Marketing Marketing Portfolio Management Taxes 52

Brown Advisory

AUGUST 4, 2020

Brown Advisory’s 2020 PRI Assessment Report ajackson Tue, 08/04/2020 - 08:00 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. Module Name Brown Advisory 2020 Score Industry Median 2020 Score Strategy & Governance A+ A Indirect - Manager Sel.,

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Brown Advisory

AUGUST 4, 2020

Brown Advisory’s 2020 PRI Assessment Report. Tue, 08/04/2020 - 08:00. Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. Brown Advisory 2020 Score. Brown Advisory 2020 Score. Industry Median 2020 Score.

Assets 52

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Brown Advisory

JANUARY 17, 2024

We have both of these potential investments on our Ready-to-Buy list, and both had gotten to within 10% of prices where we thought they represented very good value in the past few years (Nvidia in Oct 2022, Novo Nordisk in Dec 2020). Sustainable investment analysis may not be performed for every holding in the strategy.

Investing 52

Investing Investments Portfolio Compliance 52

Brown Advisory

JUNE 2, 2021

Income and Impact: Peeling Back the Labels in Labeled Bonds ajackson Wed, 06/02/2021 - 12:04 For investors focused on sustainability, labeled bonds can represent a powerful opportunity to pursue positive environmental or social change while also earning attractive fixed income returns.

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Brown Advisory

JUNE 2, 2021

For investors focused on sustainability, labeled bonds can represent a powerful opportunity to pursue positive environmental or social change while also earning attractive fixed income returns. THE ‘GREEN, SOCIAL AND SUSTAINABLE’ RUSH. Income and Impact: Peeling Back the Labels in Labeled Bonds. Wed, 06/02/2021 - 12:04.

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Brown Advisory

JANUARY 1, 2023

They are high (>20%) return on invested capital (RoIC) companies, have low financial leverage, and we believe they have Sustainable Business Advantages (SBA) differentiating them from rivals. Finally, thank you for being invested alongside us in Global Leaders, we look forward to reporting back with more progress throughout 2023.

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Investing Investments Valuation Clients 52

Brown Advisory

MARCH 2, 2020

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth ajackson Mon, 03/02/2020 - 10:33 We are excited to reflect on our ten year anniversary for the Large-Cap Sustainable Growth strategy. Sustainability questions for all. Insights over frameworks. Ratings too.

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Brown Advisory

MARCH 2, 2020

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth. Mon, 03/02/2020 - 10:33. We are excited to reflect on our ten year anniversary for the Large-Cap Sustainable Growth strategy. Sustainability questions for all. Sustainability is paramount for long-term investing.

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Brown Advisory

NOVEMBER 8, 2021

trillion per year from 2016-2020, according to their estimates), to $4.2 As practitioners of sustainable fixed income investing for nearly a decade, we have been participants in an inspiring evolution in debt financing with regard to climate. trillion by 2030, in order to stave off its worst-case climate scenarios.

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Brown Advisory

JANUARY 1, 2021

One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. The power of our clear and disciplined process was evident throughout 2020 as it enabled us to focus on our long investment horizon during a stressful and uncertain period. Download it here > What is Time? What is Space?

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Investing Investments Valuation Economics 52

Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020 jharrison Mon, 02/01/2021 - 08:25 Just want the PDF? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. It might seem absurd to even ask if time exists with quarterly letters and annual reports part of our daily lives.

Investing 52

Investing Investments Valuation Engineering 52

Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020. One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. The power of our clear and disciplined process was evident throughout 2020 as it enabled us to focus on our long investment horizon during a stressful and uncertain period.

Investing 52

Investing Investments Valuation Engineering 52

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. Overall, we try to focus on the big picture: We want to own bonds that are, on balance, helping with the transition to a “post-carbon” economy.

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Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. Wed, 04/22/2020 - 13:47. To many sustainable investors, owning fossil fuels is a black-and-white issue. We manage fossil fuel exposure in our sustainable bond strategies using a mix of three main approaches. Source: Bloomberg New Energy Finance.

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Brown Advisory

MARCH 28, 2017

Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. We purchased a Georgia Power green bond in 2016 that is backing the production of 250 megawatts of wind energy for a utility with a strong sustainability profile. Social impact bonds (SIBs).

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Investing Investments Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. We purchased a Georgia Power green bond in 2016 that is backing the production of 250 megawatts of wind energy for a utility with a strong sustainability profile. Social impact bonds (SIBs).

Investing 52

Investing Investments Government Nonprofit 52

Indigo Marketing Agency

DECEMBER 19, 2022

He’s also a New York Times bestselling author of Avalanche and The Sustainable Edge. You can listen to their episode on Preparing to Sell Your Financial Advisory Firm here. . Joshua Brown. Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. News & World Report , and more. Ilyce Glink.

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Financial Advisor CFP Financial Services Education 116

Brown Advisory

SEPTEMBER 12, 2016

Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. Through formal shareholder channels, investors have achieved many worthwhile changes, such as increased reporting of climate risks. But in most respects, green bonds perform like other bonds, with similar credit and duration profiles.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

SEPTEMBER 12, 2016

Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. Through formal shareholder channels, investors have achieved many worthwhile changes, such as increased reporting of climate risks. But in most respects, green bonds perform like other bonds, with similar credit and duration profiles.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

SEPTEMBER 6, 2022

We wrote about our moats framework extensively in our August 2020 letter FOJI (Fear of Joining In) and in 2Q 2017’s Caped Crusade. We have our annual offsite coming up soon and look forward to reporting back with any process improvements, marginal gains or creative insights gained. It went in the “too hard” basket.

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Brown Advisory

OCTOBER 4, 2021

renewable electricity generation equaled nuclear generation and surpassed coal generation in 2020, and IEA anticipates further rapid growth going forward. Fortunately, our process for managing multiasset sustainable portfolios was built to handle exactly these kinds of complex, overarching, intersectional issues.

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Brown Advisory

OCTOBER 4, 2021

renewable electricity generation equaled nuclear generation and surpassed coal generation in 2020, and IEA anticipates further rapid growth going forward. Fortunately, our process for managing multiasset sustainable portfolios was built to handle exactly these kinds of complex, overarching, intersectional issues.

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