Sustainable investing is smart investing. Louise Nankiinga, Senior ESG Equity Research Analyst, Katherine Kroll, Director of Equity ESG Research and Strategy, and Karina Funk, Portfolio Manager and Chair of Sustainable Investing. With a 12+ year track record in sustainable investing, we believe sustainability is an essential part of thoughtful investing. We see incorporating a broad range of risks and opportunities into our research process as an important tool to generate long-term performance—including how a company or potential investment is managing products, services and solutions in the face of climate change and other long-term societal forces. Just as we do not build portfolios based on models, we do not make assumptions about what sustainability means to a client. It can be a path to investment performance, a way to reflect values through an investment portfolio, an opportunity to make an impact on the world. Our Sustainable Solutions Institutional Investors Brown Advisory delivers a wide range of sustainable equity and fixed income strategies to institutional investors. We help our clients achieve their financial and sustainable objectives with concentrated, actively managed portfolios powered by in-depth fundamental and ESG research, a disciplined investment process and outcome-focused ESG engagement. Individuals and Families For many years, we have worked with individuals, families and family offices to help them pursue their financial objectives, align their portfolios with their values, and make a positive impact in the world with their capital. Endowments and Foundations We work with endowments, foundations and other nonprofit organizations to help them pursue mission-aligned objectives. Through a disciplined and thoughtful approach, we help clients invest their capital in a manner that supports their long-term financial obligations as well as their goals for their communities and for society at large. Recent Insights Annual Report: Mountains 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. In keeping with industry best practices, our annual report incorporates our corporate sustainability report.Read more Elevating The "G" In ESG In many ways, governance is the key that unlocks the ESG equation, and we consider good governance to be a critical driver of corporate performance AND corporate responsibility. At Brown Advisory, we aim to invest in forward-thinking companies that, in our view, treat governance as an opportunity, not a chore.Read more Investing in Turbulent International Equity Markets, with Impact We recently hosted a webcast featuring a discussion with Nicole Nesbitt, Priyanka Agnihotri and Thomas Fitzalan Howard centered around the Brown Advisory Sustainable International Leaders Strategy.Read more See More Recent Insights Recent News Brown Advisory Commits to Net Zero Asset Managers Initiative Read more about why we chose to join this growing coalition of investors.Learn more Envestnet 2021 Asset Manager Awards Brown Advisory has been recognized as the 2021 Impact Manager of the Year by Envestnet and Investment Advisor for our Sustainable Core Fixed Income strategy. See the full list of winners and profiles on each manager below.Learn more Global Sustainable Fixed Income Team Chris Diaz, Ryan Myerberg, and Colby Stilson will lead the development of new global sustainable fixed income solutions for our clients. These appointments address increasing client demand for global fixed income solutions that employ integrated ESG analysis as part of a robust sustainable investment process.Learn more See More Recent News 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 Sustainable Investing Policy Contains information about our institutional investment strategies, and the standards in place for ESG integration. Institutional Engagement Policy Covers the institutional investment team's approach to engagement, and current priority topics for engagement. Proxy Voting Policy Covers our proxy voting policy and processes for both institutional and balanced-portfolio clients. 2020 Summary Report on Engagement Brown Advisory Proxy Voting Dashboard Detailed data on our proxy voting activity, as reported by Institutional Shareholder Services (ISS). Strategy Specific Reports 2021 Impact Report: Large-Cap Sustainable Growth Strategy David Powell, CFA; Karina Funk, CFA 2021 Impact Report: Sustainable Core Fixed Income Strategy Amy Hauter, CFA ; Chris Diaz, CFA; Colby Stilson 2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy Stephen Shutz, CFA; Amy Hauter, CFA 2021 Global Leaders Impact Report Bertie Thomson, CFA; Mick Dillon, CFA Climate We are committed to addressing climate change from both an investment and operational lens. Learn more Meet the Team Dedicated SI Professionals Our team is made up of committed experts that deliver the breadth and depth of knowledge and experience that our clients require.Explore SI Advisory Board Our team is made up of committed experts that deliver the breadth and depth of knowledge and experience that our clients require.Learn more