Sustainable investing
is smart investing.

It’s a potential path to investment performance, a way to reflect your values, an opportunity to make an impact on the world. We aim to deliver sustainable and mission-aligned investment solutions to our clients built on first-rate performance, thoughtful advice and the highest level of service.

 
Corporate Sustainability Report
sustainable investing colleagues

Louise Nankiinga, Senior ESG Equity Research Analyst, Katherine Kroll, Director of Equity ESG Research and Strategy, and Karina Funk, Portfolio Manager and Chair of Sustainable Investing.

With a 12+ year track record in sustainable investing, we believe sustainability is an essential part of thoughtful investing.

 

We see incorporating a broad range of risks and opportunities into our research process as an important tool to generate long-term performance—including how a company or potential investment is managing products, services and solutions in the face of climate change and other long-term societal forces.

Just as we do not build portfolios based on models, we do not make assumptions about what sustainability means to a client. It can be a path to investment performance, a way to reflect values through an investment portfolio, an opportunity to make an impact on the world.

Our Sustainable Solutions

Institutions and Intermediaries

Brown Advisory delivers a wide range of sustainable equity and fixed income strategies to institutional investors. We help our clients achieve their financial and sustainable objectives with concentrated, actively managed portfolios powered by in-depth fundamental and ESG research, a disciplined investment process and outcome-focused ESG engagement.

Individuals and Families

For many years, we have worked with individuals, families and family offices to help them pursue their financial objectives, align their portfolios with their values, and make a positive impact in the world with their capital. 

Charities and Foundations

Adding a mission-aligned dimension to a charity's investment program can be a complex exercise. The consideration of ESG factors for performance reasons is becoming widely accepted, but when it comes to mission alignment, charities often have multiple return, risk, alignment and impact they seek to pursue simultaneously. Moreover, many charities, endowments and foundations have a variety of stakeholders with different priorities.


Recent News

Brown Advisory’s 2021 PRI Assessment Report

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.
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Envestnet 2021 Asset Manager Awards

Brown Advisory has been recognized as the 2021 Impact Manager of the Year by Envestnet and Investment Advisor for our U.S. Sustainable Core Fixed Income strategy. See the full list of winners and profiles on each manager below.
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Global Sustainable Fixed Income Launch

In February 2022 we launched the Brown Advisory Global Sustainable Total Return Bond strategy which takes a global, sustainable and dynamic approach, seeking to offer investors access to an attractive stream of income and risk-adjusted returns while simultaneously generating a positive impact on global sustainability.
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Recent Publications

Investing in a Resilient Future: Our Role in Supporting the Climate

In this 2022 report, we discuss how we incorporate climate considerations into our investment decisions, and how we aim to encourage companies and bond issuers to make progress on managing the climate risks they face. Our initial commitments under the Net Zero Asset Managers initiative (NZAMi) are included.
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NOW Podcast, S4E3: Why Solar?

In this episode we are diving into renewables, and specifically into solar power. Erika Pagel sits down with Raghu Belur, the Co-founder and Chief Products Officer of Enphase Energy, which has revolutionized the solar industry with its microinverter-based technology. Erika and Raghu explore solar—in terms of economics, job creation, energy security and climate action.
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ESG: Virtue or Vice? Wrong Question.

2022 was the year when ESG investing was put under a microscope, and quite rightly. In 2023, Karina Funk urges us to remain vigilant of greenwashing, but also push ourselves to elevate our expectations of sustainable investing.
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Reporting and Policy Statements

 

Transparency and disclosure are essential drivers of progress in sustainable investing. We seek to hold ourselves to the same standards that we expect of companies, municipalities and bond issuers, in terms of offering clear policies that describe our sustainable investment approach, as well as periodic reports on the impact and sustainable merits of our strategies.

Platform Policies and Reports

  •  
    Sustainable Investing Policy
    Contains information about our institutional investment strategies, and the standards in place for ESG integration.
  •  
    Institutional Engagement Policy
    Covers the institutional investment team's approach to engagement, and current priority topics for engagement.
  •  
    Proxy Voting Policy
    Covers our proxy voting policy and processes for both institutional and balanced-portfolio clients.
  •  
    Proxy Voting Dashboard
    Detailed data on our proxy voting activity, as reported by Institutional Shareholder Services (ISS).


Meet the Team

Dedicated SI Professionals

Our team is made up of committed experts that deliver the breadth and depth of knowledge and experience that our clients require.
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SI Advisory Board

Our team is made up of committed experts that deliver the breadth and depth of knowledge and experience that our clients require.
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Get in touch

Locate the Brown Advisory office closest to you, or reach out to a member of our team.

Contact Us