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Thoughtful, Long-Term Investment Solutions.
We are an independent investment management and strategic advisory firm committed to first-class performance, advice and service.
2023 Asset Allocation Perspectives and Outlook
We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios. Some key investment themes discussed this year include how a reset in valuations in the fixed-income segment may help simplify portfolio construction, reflections on the current environment where “cash flow is king” and how crucial milestones in artificial intelligence may impact markets and society.
2022 Impact Report: Large-Cap Sustainable Growth Strategy
We hope this impact report provides insights into where/how we find relevant extra-financial information, how we discern both qualitative and quantitative ESG data into investment insights, and transparency into how we apply these insights.
Annual Report
We are pleased to share with you Brown Advisory’s 2022 Annual Report.
This year’s title—Mountains—is a nod to the challenges behind us and those that still lie ahead. As investors, partners and advisors, we aspire to help our clients navigate the “climb” toward their goals.
Our Mission: to make a material and positive impact in the lives of our clients Our clients deserve first-rate investment performance, thoughtful strategic advice and the highest level of service.
Our clients deserve first-rate investment performance, thoughtful strategic advice and the highest level of service.
Service—to our clients and our communities—is in our DNA. I believe that a self-interested life would be empty. Service to others makes one a whole person—it benefits communities and also encourages personal growth.
I believe that a self-interested life would be empty. Service to others makes one a whole person—it benefits communities and also encourages personal growth.