Emily Dwyer, Portfolio Manager, Carey Buxton, Global COO of Institutional Business, and Amy Hauter, CFA, Portfolio Manager and Director of Sustainable Fixed Income.
In all of ourinvestment strategies, we will assess any consideration that may help us gain a deeper understanding of a company or issuer’s risks and opportunities. In our sustainable investment strategies, these considerations include an emphasis on the risks and opportunities that arise from the effects of natural resources, climate, human capital and governance on the securities in which we invest, and hence on their investment returns.
Our 15-year track record in sustainable investing is driven by the belief that integrating sustainable investment analysis can drive long-term performance. We see incorporating a broad range of risks and opportunities into our research process as a tool for understanding how a company or issuer is positioned to succeed in the future—such as how it is managing products, services and solutions in the face of climate change and other long-term societal forces.
Independent thinking powers performance.
We believe that we are able to generate better performance for clients when our portfolio managers are given freedom to express their investment philosophies. This extends to sustainable investing; our portfolio managers can integrate analysis of risks and opportunities that arise from the effects of human capital, natural resources, climate and governance practices to varying degrees, and we do not enforce a standard approach to this integration across our investment platform. As active investors, portfolio managers have the independence to apply their own experience, point of view and expertise to generate long-term performance for clients.
In this video, Karina Funk explores our focus on finding companies at the intersection of positive fundamental and sustainable business drivers.
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“In our Large-Cap Sustainable Growth portfolio, we look for what we call Sustainable Business Advantages, or SBA. Briefly, that means that we're looking for businesses where sustainability strategies demonstrably add to financial performance.”
KARINA FUNK, CFA
CO-PORTFOLIO MANAGER,
LARGE-CAP SUSTAINABLE GROWTH STRATEGY;
CHAIR OF SUSTAINABLE INVESTING
Reporting and Policy Statements
Transparency and disclosure are essential drivers of progress in sustainable investing. We seek to hold ourselves to the same standards that we expect of companies, municipalities and bond issuers, in terms of offering clear policies that describe our sustainable investment approach, as well as periodic reports on the impact and sustainable merits of our strategies.
PLATFORM POLICIES AND REPORTS
Institutional Sustainable Investing Policy
Policies and concepts that guide Brown Advisory’s approach to sustainable investing across the firm’s global institutional equity and fixed income platform.
Institutional Fixed Income Sustainable Investment Policy
Policies and concepts that guide the management of Brown Advisory’s sustainable fixed income strategies
Institutional Sustainable Investing Corporate Engagement Policy
Policies and concepts that describe the approach to engagement and monitoring for Brown Advisory’s sustainable investment strategies.
Covers our proxy voting policy and processes for both institutional and balanced-portfolio clients.
Detailed data on our proxy voting activity, as reported by Institutional Shareholder Services (ISS).
THE IMPACT OF OUR 2023 INVESTMENT DECISIONS
