Sustainable Core Fixed Income Strategy

We use a proprietary ESG research methodology that integrates third-party data with our own internal analysis that we believe strengthens our bottom-up fundamental research approach. This methodology aims to provide additional dimensions to our understanding of opportunities and the risks embedded in the bonds we evaluate as well as identify bonds that fund projects with a positive environmental and social impact.

We concentrate our team’s best ideas in a portfolio that seeks to provide alpha and manage target duration.

A Focus on Positive Impact

Historically, investors have applied ESG principles primarily to equity investments. Use of these ideas within the fixed income market has been comparatively limited. We find sustainable investing to be a particularly useful and impactful approach within fixed income portfolios.

Specifically with regard to impact investing, fixed income offers an essential element of clarity on the use of capital. The use of proceeds is clearly defined in any bond issue, so we are able to build a portfolio that includes securities that we know are funding projects with tangible and positive environmental or social impact.

Our strong relationships with many of the world’s leading green-bond issuers and underwriters helps us gain access to this new and growing market. We were early adopters of the Green Bond Principles and have been a leading participant in the green bond market in recent years.

Objective: Total return

Typical Duration Range: 3.0-7.0 years

Typical Credit Quality: Investment grade; up to 20% high yield

Vehicle: Separately Managed Account, Mutual Fund

^{By viewing the documents on this page, you confirm and accept that you are an institutional client and are acting on behalf of your client as their authorized advisor or are seeking information as a representative of an institution and that you have read and understood the terms on which the information is being provided.}

^{The information in this section of the website is for information purposes only and does not constitute a recommendation or investment advice to buy or sell securities.}

^{Some Brown Advisory strategies may meet your needs and objectives more effectively than those referred to in this section of the website. For more information, please contact us directly. For more information on all U.S. strategies, please see the list of strategies on the right column of this page.}

^{The contents of this section of the website have not been prepared for the benefit of investors outside the United States. They are not directed at any person or entity elsewhere, nor are they intended for distribution or to be used by any person or entity outside of the United States. In some countries, the distribution of information in this section of the website may be restricted: it is your responsibility to find out what those restrictions are and to observe them. Brown Advisory cannot be liable for a breach of such restrictions. Non-U.S. investors should consider their local regulations before considering investment.}