Sustainable 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 Investing in a Resilient Future: Our Role in Supporting the Climate In this 2022 report, we discuss how we incorporate climate considerations into our investment decisions, and how we aim to encourage companies and bond issuers to make progress on managing the climate risks they face. Our initial commitments under the Net Zero Asset Managers initiative (NZAMi) are included.Read more NOW Podcast, S4E4: Is “New” Nuclear the Answer? Nuclear power has had a controversial history. Today, however, it is often considered an essential energy source for a lower-carbon future. In a continuation of our NOW series on the energy transition, Erika Pagel sits down with Joe Dominguez, CEO of Constellation, the leading operator of nuclear power plants in the US. Joe and Erika discuss progress in shifting to a lower-carbon economy, where nuclear fits in, promising innovations, and what it will take to get to net zero by 2050.Read more ESG: Virtue or Vice? Wrong Question. 2022 was the year when ESG investing was put under a microscope, and quite rightly. In 2023, Karina Funk urges us to remain vigilant of greenwashing, but also push ourselves to elevate our expectations of sustainable investing.Read more See More Recent Insights Recent News Brown Advisory’s 2021 PRI Assessment Report Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. Each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory, and PRI in turn provides an evaluation of our practices and rates us relative to our peers in a variety of categories.Learn more PRI Podcast Featuring Lisa Abraham Lisa Abraham was a featured guest recently on a Principles for Responsible Investment (PRI) podcast focused on how Taskforce for Climate-related Financial Disclosures (TCFD) guidelines are being incorporated into credit risk analysis.Learn more Brown Advisory Launches Sustainable Value Mutual Fund The Fund seeks to invest in large market capitalization companies that exhibit durable fundamentals and capital discipline, that are deemed undervalued by the portfolio manager, and that satisfy the Fund’s Environmental, Social, and Governance (“ESG”) criteria.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 Institutional Sustainable Investing Policy Contains information about our institutional investment strategies, and the standards in place for ESG integration. Institutional Sustainable Fixed Income Investment Policy Policies and concepts that guide the management of Brown Advisory’s sustainable fixed income strategies. 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. Proxy Voting Dashboard Detailed data on our proxy voting activity, as reported by Institutional Shareholder Services (ISS). Strategy Specific Reports Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022 Chris Diaz, CFA; Ryan Myerberg Colby Stilson Global Leaders: Reporting on the impact of our investment decisions 2022 Bertie Thomson, CFA; Mick Dillon, CFA Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 David Powell, CFA; Karina Funk, CFA Tax-Exempt Sustainable Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 Stephen Shutz, CFA; Amy Hauter, CFA Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 Amy Hauter, CFA ; Chris Diaz, CFA; Colby Stilson Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 Emily Dwyer; Timothy Hathaway 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