Sustainable investing
is smart investing.

sustainable investing colleagues

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.
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NOW Podcast, S4E2: The Energy Transition

In part 2 of the Energy Transition series, Erika Pagel explores the role of traditional energy companies with Allyson Book, the Chief Sustainability Officer of Baker Hughes, an engineering and technology provider that works with many of the largest global traditional oil and gas companies
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Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy

Whether an investment committee is starting from scratch or already has a mission-aligned investing program well underway, its investment policy statement (IPS) should clearly define long-term strategic goals.
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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.
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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.
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Launch of the Sustainable International Leaders Mutual Fund

The Fund, which seeks to invest in an actively managed concentrated portfolio of international companies that Brown Advisory considers leaders in their sector or country, have sound ESG risk management practices and sustainable business advantages.
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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.
  •  
    Proxy Voting Dashboard
    Detailed data on our proxy voting activity, as reported by Institutional Shareholder Services (ISS).

Climate

We are committed to addressing climate change from both an investment and operational lens.

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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.
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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.
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Get in touch

Locate the Brown Advisory office closest to you, or reach out to a member of our team.

Contact Us