As investors and strategic advisors, we consider any data, factor, business tactic or strategy, and economic or market condition—whether quantitative and qualitative—which we believe allows us to better understand the material challenges and opportunities facing a client, business or issuer. Every Brown Advisory colleague holds the fiduciary duty of delivering first-rate investment performance, thoughtful and creative strategic advice and the highest level of client service as their paramount obligation. As such we also help clients articulate what matters most to them in order to best incorporate their objectives for philanthropy, community engagement, sustainability and impact within their portfolios.
As a business, we partner with for-profit and charitable purpose-driven organisations to help raise capital, support and awareness for challenges facing the communities in which we work and live. We invest in environmental projects to achieve carbon neutrality for our operations. As a collection of colleagues, we bring our authentic selves to work every day in service to our clients, and we donate our time and capital to support the communities that sustain us and our families.
To do this well, we strive to put ourselves in others’ shoes. We recruit and elevate colleagues who share our core values of teamwork, intensity, accountability and empathy. Indeed, one of our criteria for promotion to Principal and Partner is demonstrating service to and leadership in the community. We are deeply humbled to even consider that our firm’s breadth and depth give our colleagues a platform to demonstrate stewardship in their communities.
At its essence, stewardship at Brown Advisory looks forward and recognises our responsibility to take actions today to sustain the long-term well-being of our clients, colleagues and communities. As always, we are appreciative of the Financial Reporting Council’s commitment to promoting stewardship in our industry. We are proud of the work we are doing for clients—a group of inspiring individuals, families and organisations—so that they may be meaningful stewards for the future.