FAQ Answers – Part 2
Pragmatic Capitalism
JANUARY 31, 2023
Topics include Bitcoin, ESG investing, the debt ceiling, the death [ … ] Here’s the second batch of answers from the Ask Me Anything. If you missed part 1 you can catch it here.
topic esg 
Is the ESG Craze Really Fading?
The Big Picture
NOVEMBER 20, 2023
Case in point: Wall Street’s ESG Craze Is Fading As the article points out, “investors withdrew more than $14 billion from sustainable funds this year” after weak performance traced in part to higher interest rates.1 Worth mentioning: MSCI notes over $30 trillion is invested globally using ESG strategies.
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Weekend Reading For Financial Planners (August 12-13)
Nerd's Eye View
AUGUST 11, 2023
Also in industry news this week: A bill that would allow funds in 529 plans to be used for postsecondary credentials, including the CFP certification, is gaining significant bipartisan support in Congress A recent survey identified key topics on which financial advisors and investors have mismatched views, from expected investment returns to how they (..)
Is ESG Good or Bad?
Advisor Perspectives
APRIL 3, 2024
ESG is a massive topic; in fact, so big that it is hard to give it justice in the approximately 1,500 words I have at my disposal in these monthly letters. Consequently, I have decided to split it over two months.
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CIO Perspectives Podcast: The Outlook for 2023, a deep dive into the venture landscape and dissecting the AI buzz
Brown Advisory
MARCH 9, 2023
Topics in this episode include: The macro outlook for the new year, as markets kick it off with a meaningful tailwind and the first few months see a wave of stronger-than-expected data. MORE ON THIS TOPIC 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook.
CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up
Brown Advisory
AUGUST 19, 2022
The themes and topics discussed include: The outlook for Europe, which may be facing an energy crisis as colder weather approaches. MORE ON THIS TOPIC. ESG analysis may not be performed for every holding in every strategy. CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up .
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Internal Audit and ESG. How much should we do?
Norman Marks
APRIL 5, 2022
The latest headline topic for internal auditors seems to be Environmental, Social, and Corporate Governance (ESG). For background, I refer you to a sensible piece by Richard Chambers.
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CIO Perspectives: A New Bull Market? Markets shaking off a long list of concerns
Brown Advisory
JUNE 21, 2023
Other topics: The team also discusses how small caps are currently valued at historically low levels and what might cause their fortunes to turn; how bearish sentiment around the state of the U.S. ESG analysis may not be performed for every holding in every strategy.
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Moving Forward: 2021 Sustainable Investing Perspectives
Brown Advisory
MAY 11, 2021
Finally, we offer several views of our sustainable model portfolio—including its exposure to fossil fuels, its ESG controversy exposure and portfolio allocation to various impact themes—generated through ARIS Analytics, our self-built, proprietary ESG/impact reporting tool for multiasset portfolios.
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Moving Forward: 2021 Sustainable Investing Perspectives
Brown Advisory
MAY 11, 2021
The piece covers a variety of timely topics, including: The ongoing sea change in energy production, from fossil fuels to renewables, and how that transformation is affecting markets. Please let us know if you have any questions about the publication or if you wish to speak to us further on the topics discussed.
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Global Leaders Strategy: Reporting on the impact of our investment decisions 2022
Brown Advisory
JULY 17, 2023
We aim to improve the report every year and have added sections on our significant votes and most impactful ESG engagements. We have a long-term investment horizon that requires us to incorporate all risks and opportunities—both ESG and fundamental–into our holistic research in order to maximize long-term investment returns.
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Global Leaders Strategy: Reporting on the impact of our investment decisions
Brown Advisory
JULY 17, 2023
We aim to improve the report every year and have added sections on our significant votes and most impactful ESG engagements. We have a long-term investment horizon that requires us to incorporate all risks and opportunities—both ESG and fundamental–into our holistic research in order to maximize long-term investment returns.
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2022 Impact Report: Global Leaders Strategy
Brown Advisory
JULY 17, 2023
We aim to improve the report every year and have added sections on our significant votes and most impactful ESG engagements. We have a long-term investment horizon that requires us to incorporate all risks and opportunities—both ESG and fundamental–into our holistic research in order to maximize long-term investment returns.
CIO Perspectives: Goldilocks Economy and Opportunities Outside the Magnificent Seven
Brown Advisory
AUGUST 24, 2023
We hope you enjoy the episode and welcome your questions and feedback. MORE ON THIS TOPIC Global Leaders Strategy: Reporting on the impact of our investment decisions We believe our investments generate a wide variety of positive impacts. ESG analysis may not be performed for every holding in every strategy.
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CIO Perspectives: Goldilocks Economy and Opportunities Outside the Magnificent Seven
Brown Advisory
AUGUST 24, 2023
We hope you enjoy the episode and welcome your questions and feedback. MORE ON THIS TOPIC Global Leaders Strategy: Reporting on the impact of our investment decisions We believe our investments generate a wide variety of positive impacts. ESG analysis may not be performed for every holding in every strategy.
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CIO Perspectives Podcast: Private markets, slowing global growth and are bonds back?
Brown Advisory
OCTOBER 11, 2022
The themes and topics discussed include: The outlook for global markets as recent data suggests inflation may persist, policymakers shape aggressive responses and global growth slows. Opportunities for innovative venture-backed companies taking a return-first approach to impact-oriented themes such as lower carbon business and ESG.
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CIO Perspectives Podcast: Banking Crisis Update, AI Developments & COVID Normalization
Brown Advisory
MAY 3, 2023
The last major topic explored was the economy’s gradual return to “normal” after the multi-year lockdown conditions of the pandemic. MORE ON THIS TOPIC Corporate Engagement Spotlight: Ethical AI Practices AI is a broad term, and it brings with it a broad pool of risks. As always, we welcome your thoughts, feedback and questions.
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CIO Perspectives Podcast: banking crisis update, AI developments and COVID normalization
Brown Advisory
MAY 3, 2023
The last major topic explored was the economy’s gradual return to “normal” after the multi-year lockdown conditions of the pandemic. MORE ON THIS TOPIC Corporate Engagement Spotlight: Ethical AI Practices AI is a broad term, and it brings with it a broad pool of risks. As always, we welcome your thoughts, feedback and questions.
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CIO Perspectives Podcast: The FTX fiasco, tech belt-tightening and key investment themes for a new year
Brown Advisory
DECEMBER 13, 2022
The themes and topics discussed in this episode include: How the scandal unfolding at failed crypto exchange FTX may be indicative of the lax diligence and market froth, and whether the tide may be turning after several exuberant years. ESG analysis may not be performed for every holding in every strategy. All investments involve risk.
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CIO Perspectives Webcast: A Soft Landing, or More Volatility Ahead?
Brown Advisory
JUNE 16, 2022
Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment. We look forward to discussing these topics with you in the coming weeks. CIO Perspectives Webcast, A Soft Landing, or More Volatility Ahead?
CIO Perspectives Webcast: A Soft Landing, or More Volatility Ahead? - Cloned
Brown Advisory
AUGUST 19, 2022
Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment. The themes and topics discussed include: Inflation and the macroeconomic backdrop, including what the latest data tell us about whether recession or staglfation may lie ahead.
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Audio Updates: Large-Cap Sustainable Growth Strategy
Brown Advisory
MARCH 31, 2023
Read now More on this topic Large-Cap Sustainable Growth Impact Report Please read our latest Large-Cap Sustainable Growth Impact Report. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. 2022 - Quarter 3 Your browser does not support the audio element.
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Introducing “At The Money”
The Big Picture
DECEMBER 7, 2023
Each week, we are going to spend 10 minutes diving into a specific topic that affects you and your money: Acquiring it, spending it, and most of all, investing it. Aligning Investments With Personal Values with Ari Rosenbaum, O’Shaughnessy Asset Management (Nov 1, 2023) The term ‘ESG’ gets thrown around in investing all the time.
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2020 Global Leaders Impact Report
Brown Advisory
AUGUST 9, 2021
The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. As we see it, the longer an investor’s time horizon, the more ESG should matter to them.
2020 Global Leaders Impact Report
Brown Advisory
AUGUST 9, 2021
The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. As we see it, the longer an investor’s time horizon, the more ESG should matter to them.
How Public-Market ESG Investors Generate Impact without Compromising Performance
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.
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How Public-Market ESG Investors Generate Impact without Compromising Performance
Brown Advisory
NOVEMBER 24, 2021
How Public-Market ESG Investors Generate Impact without Compromising Performance. In this interview, moderated by Selena Li, China Editor of Ignites Asia, Karina shares her insights on public ESG investing. MORE ON THIS TOPIC. Wed, 11/24/2021 - 13:26. 2020 Impact Report: Large-Cap Sustainable Growth Strategy.
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CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up
Brown Advisory
AUGUST 19, 2022
CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up The themes and topics discussed include: The outlook for Europe, which may be facing an energy crisis as colder weather approaches. ESG analysis may not be performed for every holding in every strategy.
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2019 Global Leaders ESG Transparency Report
Brown Advisory
JULY 14, 2020
Our primary starting point investigating how each business serves their customer naturally leads to a philosophical focus on positive ESG factors. Large-Cap Sustainable Growth team, and defence through ESG risk assessments. As such, ESG research is now an essential part of the Global Leaders investment strategy.
2019 Global Leaders ESG Transparency Report
Brown Advisory
JULY 14, 2020
2019 Global Leaders ESG Transparency Report. Our primary starting point investigating how each business serves their customer naturally leads to a philosophical focus on positive ESG factors. Large-Cap Sustainable Growth team, and defence through ESG risk assessments. Enclosed is our inaugural ESG Transparency Report.
Elevating The "G" In ESG
Brown Advisory
MAY 10, 2022
Elevating The "G" In ESG ajackson Tue, 05/10/2022 - 10:28 ESG research—the rapidly evolving field that seeks to add environmental, social and governance factors to the investment equation—has received an immense amount of focus in recent years, from every corner of the investment industry. This cannot stand! I get it, I do.
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CIO Perspectives Podcast: Private markets, slowing global growth and are bonds back?
Brown Advisory
OCTOBER 11, 2022
The themes and topics discussed include: The outlook for global markets as recent data suggests inflation may persist, policymakers shape aggressive responses and global growth slows. Opportunities for innovative venture-backed companies taking a return-first approach to impact-oriented themes such as lower carbon business and ESG.
Marketing 52
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2021 Global Leaders Impact Report
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.
2021 Global Leaders Impact Report
Brown Advisory
JUNE 17, 2022
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. We believe that ESG risk and opportunity are tied at the hip to business risk and opportunity. Download the Report. .
CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead
Brown Advisory
MAY 7, 2021
Download transcript MORE ON THIS TOPIC Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives.
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CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead
Brown Advisory
MAY 7, 2021
MORE ON THIS TOPIC. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. The strategy seeks to identify companies that it believes may have desirable ESG outcomes, but investors may differ in their views of what constitutes positive or negative ESG outcomes.
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CIO Roundtable: Inflation, “Greenflation” and Tech Regulation
Brown Advisory
NOVEMBER 22, 2021
MORE ON THIS TOPIC. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. The strategy seeks to identify companies that it believes may have desirable ESG outcomes, but investors may differ in their views of what constitutes positive or negative ESG outcomes.
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Is ESG Smart Enough?
Brown Advisory
SEPTEMBER 21, 2017
Is ESG Smart Enough? This series of regional events seeks to educate and inspire investment professionals on various topics related to sustainable investment, and also to build momentum for the annual SRI Conference , one of the oldest and largest sustainable investment conferences in the U.S. Is ESG a Smart Beta Factor?
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Is ESG Smart Enough?
Brown Advisory
SEPTEMBER 21, 2017
Is ESG Smart Enough? This series of regional events seeks to educate and inspire investment professionals on various topics related to sustainable investment, and also to build momentum for the annual SRI Conference , one of the oldest and largest sustainable investment conferences in the U.S. Is ESG a Smart Beta Factor?
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Investment Insights: Current trends in the health care sector
Brown Advisory
MARCH 25, 2021
Topics the group covered at the event include: COVID-19 worldwide data and trends. ESG and Sustainability. ESG has always been a part of how Brown Advisory thinks about the health care sector due to its substantial social impact. Please tune in for these topics as well as many others.
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Investment Insights: Current trends in the health care sector
Brown Advisory
MARCH 25, 2021
Topics the group covered at the event include: COVID-19 worldwide data and trends. ESG and Sustainability. ESG has always been a part of how Brown Advisory thinks about the health care sector due to its substantial social impact. Please tune in for these topics as well as many others. MORE ON THIS TOPIC.
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Take ESG Ratings With A Grain Of Salt
Brown Advisory
JULY 9, 2018
Take ESG Ratings With A Grain Of Salt jsayo Mon, 07/09/2018 - 10:05 For good investors, a third-party rating system—for example, credit ratings from Moody’s or Fitch, or mutual fund star ratings—is usually just a first step in an investment decision-making process that involves a lot of other research and analysis.
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Take ESG Ratings With A Grain Of Salt
Brown Advisory
JULY 9, 2018
Take ESG Ratings With A Grain Of Salt. Yet when it comes to environmental, social and governance (ESG) research, a growing number of investors are keen to adopt a third-party rating system as the beginning and end of their process. There are several problems with leaning too heavily on ESG ratings. Mon, 07/09/2018 - 10:05.
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Global Leaders Strategy: Sustainable Perspectives
Brown Advisory
OCTOBER 8, 2019
Global Leaders Strategy: Sustainable Perspectives ajackson Tue, 10/08/2019 - 11:43 Environmental, social and governance (ESG) considerations are being increasingly embraced by investors around the world. As such, ESG research is an essential part of our Global Leaders investment strategy. In the U.K.,
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