Remove Fiduciary Duty Remove Government Remove Portfolio
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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? Just like that’s sort, she 00:09:42 [Speaker Changed] Grew up in Washington DC around that’s, you know, academicians and government people. 00:09:50 [Speaker Changed] Right. That makes sense.

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Investing in a Resilient Future: Our Role in Supporting the Climate

Brown Advisory

For our part, as an investment firm, we must view climate decisions through the lens of our fiduciary duty to generate attractive investment returns that help our clients achieve their goals over the long term. Nuance is also essential in our engagement with portfolio holdings or proxy vote decisions.

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ESG: Virtue or Vice? Wrong Question.

Brown Advisory

Notably, higher levels of scrutiny from regulators have already ratcheted up expectations for funds and managers that wish to assert their environmental, social, and governance or “ESG” research credentials. being excluded from portfolios. We see this as a positive early outcome. Do I think this stock or this bond is a good investment?

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ESG: Virtue or Vice? Wrong Question.

Brown Advisory

Notably, higher levels of scrutiny from regulators have already ratcheted up expectations for funds and managers that wish to assert their environmental, social, and governance or “ESG” research credentials. being excluded from portfolios. We see this as a positive early outcome. Do I think this stock or this bond is a good investment?

article thumbnail

ESG: Virtue or Vice? Wrong Question.

Brown Advisory

Notably, higher levels of scrutiny from regulators have already ratcheted up expectations for funds and managers that wish to assert their environmental, social, and governance or “ESG” research credentials. being excluded from portfolios. We see this as a positive early outcome. Do I think this stock or this bond is a good investment?

article thumbnail

Investing in a Resilient Future: Our Role in Supporting the Climate

Brown Advisory

For our part, as an investment firm, we must view climate decisions through the lens of our fiduciary duty to generate attractive investment returns that help our clients achieve their goals over the long term. Nuance is also essential in our engagement with portfolio holdings or proxy vote decisions.

article thumbnail

ESG, Shorthand, and Shortcuts

Brown Advisory

Yet a whole slew of relevant environmental, social, and governance-related information has been panned by political agendas that are far removed from the purview of investment managers. All of these potential outcomes of a company’s ability to manage its environmental, social, and governance issues should be of interest to investors.