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The importance of evaluating social factors in mortgage bond analysis

Brown Advisory

From an investment standpoint, rising and increasingly unpredictable rates have made mortgage securities much more difficult to model and analyze, making every incremental piece of insight all the more important. Source: Bloomberg Data as of 4/30/2023 and is the most recent data available.

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A Structured Approach: ESG and Securitized Bonds

Brown Advisory

Sustainable investing principles are rapidly gaining mainstream traction, but investors have prioritized these principles in some asset classes more than others. The securitized market encompasses residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS) and asset-backed securities (ABS). BACKGROUND.

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