Brown Advisory

JULY 17, 2023

We are long-term investors with our capital invested alongside yours. Our average investment is held for approximately eight years. 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.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Brown Advisory

MARCH 31, 2023

Audio Updates: Large-Cap Sustainable Growth Strategy mhannan Fri, 03/31/2023 - 09:58 The strategy seeks to deliver competitive risk-adjusted returns over a full market cycle through a concentrated portfolio of companies that we believe offer durable fundamental strengths, sustainable competitive advantages and compelling valuations.

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Clients Portfolio Management Investing Investments 52

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. Our investment philosophy starts with the most important person in any business: the customer.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

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. Our investment philosophy starts with the most important person in any business: the customer.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

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

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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. Finally, Karina shares her thoughts on COP26 and her vision for a sustainable economy. .

Marketing 52

Marketing Marketing Portfolio Management Taxes 52

Cornerstone Financial Advisory

APRIL 22, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. MarketWatch, April 19, 2024 7.

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Marketing Marketing Taxes Economics 52

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. As such, ESG research is now an essential part of the Global Leaders investment strategy.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

Brown Advisory

JULY 14, 2020

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. Large-Cap Sustainable Growth team, and defence through ESG risk assessments.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

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.

Government 52

Government Investing Investments Clients 52

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.

Portfolio Management 52

Portfolio Management Portfolio Management Government 52

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. It is our responsibility as fractional business owners that guides us to investing in companies that benefit all stakeholders—the virtuous circle of capitalism.

Portfolio Management 52

Portfolio Management Portfolio Management Government 52

Brown Advisory

SEPTEMBER 22, 2022

Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. Each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory, and PRI in turn provides an evaluation of our practices and rates us relative to our peers in a variety of categories.

Clients 52

Clients Investing Investments Assets 52

Brown Advisory

DECEMBER 31, 2022

Audio Updates: Global Leaders Strategy mhannan Sat, 12/31/2022 - 09:19 The Brown Advisory Global Leaders Strategy invests in the top 30-40 leading companies that we believe deliver exceptional customer outcomes. We use franchise quality, management quality, quantitative measures and investability to identify a global leader.

Portfolio Management 52

Portfolio Management Clients Investing Investments 52

Clever Girl Finance

SEPTEMBER 11, 2023

When you’re new to investing, it can seem like there’s a lot of information to learn. But you have to start somewhere—so you might as well start with the best investing websites right off the bat! Table of contents What makes the best investment websites the best ? 6 Best investing websites for research (and taking action!)

Investing 84

Investing Investments Education Accounting 84

Brown Advisory

MARCH 25, 2021

Investment Insights: Current trends in the health care sector jharrison Thu, 03/25/2021 - 05:00 Few sectors touched our lives as much over the last year—as consumers, citizens and investors—as the health care sector did. Topics the group covered at the event include: COVID-19 worldwide data and trends. Investment performance.

Investing 52

Investing Investments Distribution Clients 52

Brown Advisory

MARCH 25, 2021

Investment Insights: Current trends in the health care sector. The pandemic also catalyzed new forms of collaboration between governments and the health care sector, and saw significant steps forward in corporate citizenship, as well as a dramatic increase in investment toward public health goals. Investment performance.

Investing 52

Investing Investments Distribution Clients 52

Brown Advisory

SEPTEMBER 21, 2017

achen Thu, 09/21/2017 - 10:07 Recently, Brown Advisory’s Karina Funk spoke at the Investing for Impact event in Boston, produced jointly by the SRI Conference and BASIC (Boston-Area Sustainable Investing Consortium). The panel dove into the topic of ESG as a potential smart beta factor.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 21, 2017

Recently, Brown Advisory’s Karina Funk spoke at the Investing for Impact event in Boston, produced jointly by the SRI Conference and BASIC (Boston-Area Sustainable Investing Consortium). Karina is Brown Advisory’s Head of Sustainable Investing and co-portfolio manager of the firm’s Large-Cap Sustainable Growth equity strategy.

Portfolio 52

Portfolio Clients Investing Investments 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. We are pleased to share the PRI’s 2020 assessment of Brown Advisory’s sustainable investing practices; our scorecard is provided below.

Assets 52

Assets Clients Government Investing 52

Brown Advisory

AUGUST 4, 2020

Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. We are pleased to share the PRI’s 2020 assessment of Brown Advisory’s sustainable investing practices; our scorecard is provided below. Brown Advisory’s 2020 PRI Assessment Report. Tue, 08/04/2020 - 08:00. Key Takeaways.

Assets 52

Assets Clients Government Investing 52

Cornerstone Financial Advisory

MARCH 11, 2024

Chair Powell said that once the Fed was confident inflation was tracking “sustainably at 2%,” the Fed would consider cutting short-term interest rates. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. “Expect the best. IRS.gov, November 02, 2023 9.

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Marketing Marketing Insurance Taxes 80

Brown Advisory

MAY 3, 2023

They also touch on how value investors approach investing in technology, as well as the sector’s burgeoning status as a flight to safety asset like consumer staples was for so many years. The last major topic explored was the economy’s gradual return to “normal” after the multi-year lockdown conditions of the pandemic.

Banking 52

Banking Clients Asset Allocation Ethics 52

Brown Advisory

MAY 3, 2023

They also touch on how value investors approach investing in technology, as well as the sector’s burgeoning status as a flight to safety asset like consumer staples was for so many years. The last major topic explored was the economy’s gradual return to “normal” after the multi-year lockdown conditions of the pandemic.

Banking 52

Banking Clients Asset Allocation Ethics 52

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. To us, corporate sustainability is more than a fad—it is primarily good business sense that goes hand-in-hand with value creation.

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Clients Government Investing Investments 52

Brown Advisory

OCTOBER 8, 2019

Global Leaders Strategy: Sustainable Perspectives. The concept of ESG, or sustainable investing, manifests in many ways in our industry, and we are hopeful that capital will continue to flow into shining examples of corporate citizenship. As such, ESG research is an essential part of our Global Leaders investment strategy.

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Clients Government Investing Investments 52

Carson Wealth

JANUARY 29, 2024

Yet again, the economy continues to be underestimated — a topic we’ve discussed on these pages several times. This time is different” are the four most dangerous words in the investment business, but I think the current situation warrants it. They just need to know that it’s on a sustainable path to the 2% target.

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Marketing Marketing Economy Government 97

Brown Advisory

JUNE 3, 2015

Demystifying Sustainable Investing. For many investors, the topic of sustainable investing is a jungle of jargon and vague terms. Over the years, you have made it clear to us that one of the important pieces to that puzzle is to offer solutions in the area of sustainable investing.

Investing 52

Investing Investments Clients Portfolio Management 52

Validea

NOVEMBER 29, 2023

” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market. 19% if fully invested throughout the year). There is a wide body of empirical finance research around this topic that investors can learn from. We may find that A.I.

Investing 64

Investing Investments Risk Tolerance Financial Advisor 64

Brown Advisory

APRIL 19, 2022

How should our family’s values impact our approach to investing? Between the “traditional” poles of investing and philanthropy lies a spectrum of options that may allow the family to pursue investment goals and express values – which is known as “Sustainable Investing.” How should we fund things like education?

Strategic Planning 52

Strategic Planning Planning Communication Clients 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. The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. To many sustainable investors, owning fossil fuels is a black-and-white issue. The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. Wed, 04/22/2020 - 13:47.

Portfolio 52

Portfolio Clients Investing Investments 52

WiserAdvisor

APRIL 12, 2024

These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. Financial advisors with too few clients may struggle to achieve sustainable revenue streams and may find it challenging to scale their practice effectively.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. Then, we focus on performance, which we seek via sustainable alpha , screening and impact solutions.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. Last year, we published our first special edition of The Advisory focused on sustainable investing. Then, we focus on performance, which we seek via sustainable alpha , screening and impact solutions. Mon, 09/12/2016 - 08:16.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 13, 2021

Global Leaders Investment Letter: September 2021. We investigated some thoughts on intangible assets and invested capital in our last letter and subsequently we have been discussing the reinvestment rate and long-term growth of some of our investments. Mon, 09/13/2021 - 15:33. Just want the PDF? Download it here >.

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Investing Investments Ethics Clients 52

Brown Advisory

JANUARY 12, 2022

Global Leaders Investment Letter: December 2021. In a knowledge-based investment role and hybrid working-from-home environment it is intrinsic internal motivation which keeps us reading the next annual report or trying to improve on our process. Wed, 01/12/2022 - 04:28. Just want the PDF? Download it here >.

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Investing Investments Clients Economics 52