Equities Fixed Income External Managers Private Equity and Real Estate Sustainable Investing


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.

Brown Advisory Equity Strategies

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.

Brown Advisory Fixed Income Strategies

External Managers

Investment Solutions Group

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.

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.

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.

Investment Insights and Thoughts from Brown Advisory
Amid the steady flow of new ideas for sustainable investing, Brown Advisory has created a framework to help clients focus on their goals for sustainability and construct a detailed portfolio strategy. As always, we concentrate on listening to our clients while providing the highest level of performance, advice and service.

In this issue:

From our CEO: How We Help Clients Build Sustainable Portfolios
Mike Hankin, Brown Advisory President and CEO, describes a framework for helping clients incorporate their values into their investment portfolios.
By Michael D. Hankin, Chief Executive Officer
⚑ Sustainable Investing

Investors Seeking Sustainability Gain Confidence Through Screening
By screening their portfolios, investors align their assets with their values and gain greater confidence in their long-term investment plans.

By Chad Larson, Strategic Advisor and Emily Dwyer, Equity Research Analyst
⚑ Screening

Diving Deep: Achieving Outperformance By Using Environmental Research
Brown Advisory outperforms by finding undervalued stocks and bonds through original environmental research that dives deep beneath the surface of corporate disclosures, regulatory filings and investor releases.

By Karina Funk, CFA, Head of Sustainable Investing and Large-Cap Sustainable Growth Co-Portfolio Manager and Amy Hauter, Sustainability Analyst, Fixed Income
⚑ Sustainable Alpha

Five Ways to Invest That Make the World a Better Place
More than ever before, investors do not have to make a cut-and-dried choice between portfolio investment and philanthropy. We identify five options enabling them to do good while doing well.

By Ethan Berkwits, Private Client Strategy Analyst and Brigid Peterson, Endowments and Foundations Advisor
⚑ Impact

Case Studies Show Sustainable Investing Yields Varied Benefits
When embracing sustainability, families and institutions often affirm their highest ideals.

By Dune Thorne, Head of Boston Office, Portfolio Manager and Erika Pagel, Portfolio Manager
⚑ Case Studies