Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy. At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges. .

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges. .

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. In sustainable, ESG or DEI investing, performance always remains paramount. A DEI lens, for example, could enhance a social justice impact investment strategy. Tue, 09/06/2022 - 10:17. DEFINING MISSION-ALIGNED INVESTING.

Government 98

Government Investing Investments Portfolio 98

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? The author, a very successful Indian investor, goes into some detail about the prevalence of species survival due to differing evolutionary strategies. but our minds were more focused on thinking about the losers.

Investing 52

Investing Investments Portfolio Compliance 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. For us, it makes good business sense to do good and make a social statement.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. For us, it makes good business sense to do good and make a social statement. We are deeply committed to sustainable investing.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

JULY 17, 2023

2022 Impact Report: Global Leaders Strategy bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. Given the priority we place on quality in the portfolio, there are very few items in either category but we believe that it is nonetheless useful to see.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Brown Advisory

SEPTEMBER 19, 2023

The Sustainable International Leaders (SIL) strategy views resilience as a crucial lens through which to analyze businesses and seeks to invest in companies that have withstood the test of time. Portfolio information is based on a representative Sustainable International Leaders account.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Brown Advisory

SEPTEMBER 19, 2023

The Sustainable International Leaders (SIL) strategy views resilience as a crucial lens through which to analyze businesses and seeks to invest in companies that have withstood the test of time. Portfolio information is based on a representative Sustainable International Leaders account.

Portfolio 52

Portfolio Financial Services Investing Investments 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

2019 Global Leaders ESG Transparency Report. 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. Tue, 07/14/2020 - 08:15. Download the Report. .

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

Brown Advisory

JANUARY 12, 2022

Global Leaders Investment Letter: December 2021. In his book, Drive 1 , Daniel Pink delves into what intrinsically motivates us to complete and master a task for no visible reward. We explored this when reading Competitive Strategy 3 as one of the first books covered in our book club. Wed, 01/12/2022 - 04:28. Just want the PDF?

Investing 52

Investing Investments Clients Economics 52

Brown Advisory

JANUARY 1, 2021

Global Leaders Investment Letter: January 2021 jharrison Fri, 01/01/2021 - 08:53 Just want the PDF? The power of our clear and disciplined process was evident throughout 2020 as it enabled us to focus on our long investment horizon during a stressful and uncertain period. Download it here > What is Time? What is Space? What is Time?

Investing 52

Investing Investments Valuation Economics 52

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? We believe that 30-40 investments give Global Leaders enough diversification to ensure that stock specific risk (i.e, For us, the factors are basically a wash over a long horizon. Source: Bloomberg.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

JANUARY 12, 2022

Global Leaders Investment Letter: December 2021 jharrison Wed, 01/12/2022 - 04:28 Just want the PDF? Download it here > What Drives Intrinsic Motivation In his book, Drive 1 , Daniel Pink delves into what intrinsically motivates us to complete and master a task for no visible reward.

Investing 40

Investing Investments Clients Economics 40

Brown Advisory

MARCH 2, 2020

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth ajackson Mon, 03/02/2020 - 10:33 We are excited to reflect on our ten year anniversary for the Large-Cap Sustainable Growth strategy. Sustainability questions for all. Embrace different perspectives.

Management 52

Management Portfolio Management Portfolio Clients 52

Brown Advisory

MARCH 2, 2020

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth. We are excited to reflect on our ten year anniversary for the Large-Cap Sustainable Growth strategy. We are open to continuous feedback from internal, as well as external parties and views. . The team matters.

Management 52

Management Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. For us, all business starts with the customer.

Investing 52

Investing Investments Valuation Clients 52

Brown Advisory

NOVEMBER 8, 2021

With COP26 underway, leaders from around the world have gathered again to engage in healthy debate, revisit the Paris agreement and, to their chagrin, stare at a very expensive invoice that is rapidly coming due. Bank of International Settlements for global bond universe data. Mon, 11/08/2021 - 13:52. This linkage is essential.

Portfolio 52

Portfolio Assets Investing Investments 52

Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020 jharrison Mon, 02/01/2021 - 08:25 Just want the PDF? The power of our clear and disciplined process was evident throughout 2020 as it enabled us to focus on our long investment horizon during a stressful and uncertain period. Download it here > What is Time? What is Space?

Investing 52

Investing Investments Valuation Engineering 52

Brown Advisory

FEBRUARY 1, 2021

Global Leaders Investment Letter - Q4 2020. The power of our clear and disciplined process was evident throughout 2020 as it enabled us to focus on our long investment horizon during a stressful and uncertain period. The Global Leaders Strategy invests in a concentrated portfolio of market-leading companies from across the globe.

Investing 52

Investing Investments Valuation Engineering 52

Brown Advisory

JULY 27, 2018

At Brown Advisory’s recent “Boston Innovates” event on sustainable food systems, we convened a panel of experts and leaders who are working towards food waste solutions. As sustainable investors, one of the things we look for are challenges that create financial costs and thus opportunities to reduce those costs.

Food 52

Food Nonprofit Clients Investing 52

Brown Advisory

JULY 27, 2018

At Brown Advisory’s recent “Boston Innovates” event on sustainable food systems, we convened a panel of experts and leaders who are working towards food waste solutions. As sustainable investors, one of the things we look for are challenges that create financial costs and thus opportunities to reduce those costs.

Food 52

Food Nonprofit Clients Investing 52

The Big Picture

SEPTEMBER 7, 2022

RITHOLTZ: Thanks so much for joining us. Tell us what that experience was like. But the company also has a two-year, three-year, five-year strategy of what they are really seeking to achieve, not just raising capital to fund operations, or to fund research and development. Lynn Martin, welcome to Bloomberg. RITHOLTZ: Yeah.

Communication 294

Communication Engineering Marketing Marketing 294

The Big Picture

DECEMBER 5, 2023

So the public companies looking to buy lots of acquisitions and they would have us running the numbers with their people for them as they would have Bain and Company in two of these situations doing the strategic work alongside their management team. But the management will always be an investor with us. They want the help.

Management 173

Management Investing Investments Numbers 173

Brown Advisory

APRIL 22, 2021

As with all of our investments, we seek to combine fundamental, ESG and investigative research to create a complete understanding of our holdings—the return opportunities they offer us, as well as the risks that may cause them to stumble. Governments, companies, and interest groups are all working to find the best path forward.

Ethics 52

Ethics Compliance Government Clients 52

Brown Advisory

APRIL 22, 2021

As with all of our investments, we seek to combine fundamental, ESG and investigative research to create a complete understanding of our holdings—the return opportunities they offer us, as well as the risks that may cause them to stumble. Governments, companies, and interest groups are all working to find the best path forward.

Ethics 52

Ethics Compliance Government Clients 52

The Big Picture

AUGUST 29, 2023

Tell us a little bit about what brought you to Vanguard. Tell us a little bit about that experience in the 2000s. Take us through a day in the life or a week in the life of Vanguard CIO. So from a client strategy, marketing standpoint, and then overseeing the investment team. RITHOLTZ: So let’s talk about that.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

JANUARY 30, 2024

She started out as an intern at, at Goldman Sachs. You work as an analyst at Disney, and then you’re a summer intern at Goldman Sachs. And so I started in strategy and, and I didn’t know where it would take me, honestly. So I think the combination of those things just put us at a disadvantage.

Media 141

Media Wealth Management Investing Investments 141

Brown Advisory

DECEMBER 18, 2017

To address this need, we created the role of investigative analyst on our research team to serve as both a conduit and lightning rod for the flow of potential qualitative information that can help us make better decisions about the companies we consider for our portfolios.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

DECEMBER 18, 2017

To address this need, we created the role of investigative analyst on our research team to serve as both a conduit and lightning rod for the flow of potential qualitative information that can help us make better decisions about the companies we consider for our portfolios. We believe that sustainable investing is smart investing.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

The Big Picture

SEPTEMBER 12, 2022

Tell us a little bit about what that job entailed under normal circumstances and then we’ll talk about the couple of years that followed. And it’s the first time that they’re talking about options, right, and — and strategies to …. Tell us a little bit about your current role and what it involves. BITTERLY MICHELL: Sure.

Clients 286

Clients Wealth Management Investing Investments 286