Investment approach Our investment approach seeks to maximize after-tax income, and maintain preservation of principal, by integrating sustainable factors into our rigorous research process while simultaneously generating a positive impact on sustainability issues. Fund profile We believe that an active and dynamic approach to asset allocation and holistic risk management, combined with rigorous bottom-up security selection and a differentiated sustainable investment approach, can provide investors with both core stability and alpha. Objective: Capital preservation, maximize after-tax incomeTypical Duration Range: 3.5-5.5 yearsTypical Credit Quality: Investment grade; up to 20% high yieldVehicle: 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.Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision-making. Sustainable investment analysis may not be performed for every holding in the strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. The strategy seeks to identify companies that it believes may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, the strategy may invest in companies that do not reflect the beliefs and values of any particular investor. The strategy may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. The strategy incorporates data from third parties in its research process but does not make investment decisions based on third-party data alone.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.