Equities Fixed Income Hedge Funds Private Equity and Real Estate Sustainable Investing

Equities

We follow a philosophy that low-turnover, concentrated portfolios derived from sound bottom-up fundamental research provide an opportunity for attractive performance results over time. We have a culture and firm equity ownership structure that help us attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.

We construct balanced portfolios for private clients, nonprofits and institutions depending on the needs of the client. We can be 100% open architecture, using third-party managers only, or we can put together a mix of internal and external strategies, whatever is in the client's best interest.

Fixed Income

We follow a philosophy that fixed income strategies built from a foundation of stability coupled with fundamental credit research can seek to generate alpha and control risk. We have a culture and firm equity ownership structure that attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.

We construct balanced portfolios for private clients, nonprofits and institutions depending on the needs of the client. We can be 100% open architecture, using third-party managers only, or we can put together a mix of internal and external strategies, whatever is in the client's best interest. Meet the Investment Solutions Group.

Hedge Funds

Hedge Funds

The Investment Solutions Group is an investment-management team within Brown Advisory that specializes in asset allocation, manager selection, hedge funds and other alternative investment strategies. Dedicated to open-architecture solutions, our team has established a strong track record of identifying high-quality, third-party investment managers across the hedge fund, long-only and private equity universes. We leverage this expertise to help clients assemble portfolios that we believe best fit their needs and goals, offering clients a range of solutions from complete portfolio management to fulfillment of specific hedge-fund and alternative-asset mandates.

Founded in June 2002, the Investment Solutions Group now manages in excess of $3.4 billion for clients (data as of January 31, 2017) in a combination of managed accounts, advisory relationships and fund-of-fund offerings.

Private Equity and Real Estate

Private Equity and Real Estate

Brown Advisory has incorporated private equity and real estate investments in client portfolios since our founding. Today, we can provide that exposure in three distinct ways.

Feeder Funds and Multimanager Funds
We introduce clients to investment opportunities in early- and late-stage venture capital and buyout funds, as well as select real estate funds. We also construct these feeder funds into multimanager funds through our Private Equity Partners (PEP) and Real Estate Partners (REP) vehicles to make private equity investing as easy as possible for our clients.

Customized Private Equity Portfolios
For most clients, private equity is one component of a balanced portfolio that we manage. Other clients, however, come to us specifically for custom-built private equity and real estate portfolios.

For more information on private equity please click here or contact Jacob Hodes at 410-537-5315 or [email protected].

Sustainable Investing

Sustainable Investing Strategies

  • Multi-Manager Strategies
  • For clients seeking an open-architecture solution, we have access to several of the premier sustainable managers in the industry - all vetted by internal research.
  • Private Equity
  • Our private equity team is focused on evaluating the growing universe of private impact investments to identify standout opportunities that target various issues of particular concern to our clients. To date, we have placed assets in investments targeting a variety of impact themes such as community impact, microfinance, education technology, sustainable real estate, water initiatives and others.*
  • *Many alternative investments by regulation may only be sold to Accredited Investors (institutions with at least $5 million in assets) or Qualified Purchasers (institutions with at least $25 million in investments).

Customized Portfolios

This diverse assortment of solutions will meet many clients’ sustainability objectives; however, we understand the continued evolution of this space and seek to be able to react quickly to client needs.

For clients with unique missions, value-aligned investing programs, or who simply wish to ensure that they do not own certain controversial companies or have access to certain industries, we offer the following customized options:

Additional Screening: To the extent we have reliable data and can build rules into our compliance systems, we can add specific screens to a separate account to restrict companies (e.g. oil and gas providers) or industries (e.g. tobacco or weaponry).

Customized and Thematic Portfolios: Within a separate account, we can work together to solve for a sustainability need. From a universe of securities researched from both the bottom-up and for their ESG profile, we can assemble a custom portfolio of securities designed to meet many specific sustainable goals or outcomes.

Biometrics

With the launch of our B|Secure biometrics mobile application, our goal is to make it more convenient for our clients to interact with Brown Advisory while still maintaining a high level of security.

Brown Advisory’s B|Secure application allows clients to approve transfers in seconds and manage their requests. B|Secure offers three secure options to approve a transaction by voice, face or fingerprint. We are continuously focused on improving your client experience and exploring new ways to pass on more value to you, our clients, around the globe.

Introduction FAQ Important Information

Introduction

How to Begin Using B|Secure

  1. If you are interested in using B|Secure to approve transactions, please reach out to your client team. Your client team will walk you through the registration process including downloading the app.
  2. Your client team will send you a registration email with instructions to securely link your identity and store your biometrics.
  3. Once configuration is complete, you can begin using B|Secure as an additional secure option to approve transactions.

FAQ

What are biometrics?

Biometrics are the use of certain physical characteristics to confirm that a client is who they claim to be. For this app, we are using one or a combination of the following biometrics: fingerprint, voice, or facial image. We are also connecting biometrics to our client’s specific mobile device for additional security.

Why use biometrics?

We are rolling out biometrics to make it more convenient for our clients to interact with Brown Advisory while still maintaining a high level of security.

Do I need to use biometrics?

No. If you prefer, you can continue to interact with us in the same secure manner that you are accustomed to using.

If I use biometrics, do I need to use it all the time?

No. The biometrics app is an additional option for you to approve cash flow requests. You are able to use it on certain transactions, but may continue to interact with your client service team member using the alternative secure methods that you are accustomed to using.

Is biometrics more secure than what I am currently using?

The use of biometrics should be considered equivalent in security to the alternative approval methods.

How does Brown Advisory secure my biometrics?

Brown Advisory stores biometrics with the same high level of security that is used to store all of our client’s information.

Important Information

By tapping “Accept” in the application, you authorize Brown Advisory to store your picture and a recording of your voice. We will use this information only to evaluate requests to move funds in connection with your Brown Advisory accounts.

If this device has a fingerprint reader and you authorize this application to use fingerprints, any fingerprints registered with this device can be used to interact with this application. This means that anyone with a fingerprint registered with this device may be able to open this application, view your activity, and authorize certain transactions. Please confirm that only fingerprints of people you have authorized to do all of these things are registered with this device. This application only confirms whether a fingerprint is registered with the device: Fingerprint data stays on this device only, subject to any policies of this device’s manufacturer or operating system provider.

This application may not be available to citizens or residents of certain countries.

By tapping “Accept” in the application, you authorize Brown Advisory to use your face, voice, or registered fingerprints to evaluate requests to move funds in connection with your Brown Advisory accounts. Please tap “Decline” if you do not agree to all of the above. Please contact a member of your client service team if you have any questions or need any further details.

Touching on Security

"It is sobering to say that every month we see more and more of our clients’ privacy threatened by cyber attacks and hacking attempts. That is why we have invested so heavily in information-security measures at Brown Advisory, including TouchPoint, our secure client web portal."

- Brian Cobb, Chief Technology Officer

 
 

OUR CULTURE:
Continuing to Reinvest

To serve our clients consistently over future generations, we must continually reinvest and endeavor to build a financially strong, diversified business that will endure challenging times. Moreover, we need to adapt to a changing world by evolving our business and successfully anticipating our clients’ needs.

Mutual Funds Attestation

 

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