Remove Clients Remove Events Remove Executive Compensation Remove Portfolio
article thumbnail

2021 Year-End Planning Letter

Brown Advisory

We recognize these factors are creating concern for many of our clients and, in some cases, a feeling that it is imperative to act before December 31. The disruption caused by the coronavirus led (in some cases, forced) some clients to make meaningful changes in their living and working arrangements.

article thumbnail

What Executives Need to Know About Performance Awards

Zajac Group

The more deliberately a company can structure its executives’ performance share metrics, the better it can align executive incentives with its particular values and vision. There is no taxable event when performance shares are granted. A taxable event occurs once you meet a performance metric and shares are delivered to you.

Taxes 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How Municipal Bonds Influence Justice & Equality

Brown Advisory

Matters of racial and environmental justice are important to us and to our clients, and we have always considered these factors as part of our ESG research and our process for evaluating investments. Its management and executive compensation plans are also tied to factors related to racial equity.

article thumbnail

How Municipal Bonds Influence Justice & Equality

Brown Advisory

Our firm has intentionally expanded its focus on sustainable investing over the past decade—in part because we believe it helps us make better investment decisions, and in part because we believe it helps our clients make a positive impact on the world with their capital. And Part of the Problem.

article thumbnail

COVID-19 Through An ESG Investing Lens

Brown Advisory

In our recent conversations with management teams at our portfolio companies, we have heard directly about the unprecedented challenges these firms are facing. We are closely monitoring a handful of these situations, but in general believe that the companies in our portfolios are managing such risks well.

article thumbnail

COVID-19 Through An ESG Investing Lens

Brown Advisory

In our recent conversations with management teams at our portfolio companies, we have heard directly about the unprecedented challenges these firms are facing. We are closely monitoring a handful of these situations, but in general believe that the companies in our portfolios are managing such risks well.

article thumbnail

Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. They then construct their portfolios by using traditional measures for valuation and performance.

Food 52