SI FOR INSTITUTIONS SI FOR INDIVIDUALS AND FAMILIES SI FOR ENDOWMENTS AND FOUNDATIONS SUSTAINABLE INVESTING SOLUTIONS Institutional Investors Brown Advisory delivers a wide range of sustainable investment 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. We offer a variety of sustainable solutions to our clients—from our robust equity and fixed income strategies, to customized solutions that are tailored to a given client’s unique needs. Our sustainable investment strategies seek to incorporate sustainable thinking, ESG research and engagement in various ways to help deliver the wide range of outcomes that our clients seek. All of these strategies focus on integrating fundamental and ESG research in a manner that we believe improves our investment decisions and leads to better performance over time. The impact generated by our portfolios is also an important consideration in our work, as outlined in our annual Impact Reports for several of our sustainable strategies. Capabilities Equity Strategies: Global Leaders Large-Cap Sustainable Growth Large-Cap Sustainable Value Sustainable Small-Cap Core Sustainable International Leaders Fixed Income Strategies: Global Sustainable Total Return Bond Sustainable Core Fixed Income Sustainable Short Duration Fixed Income Tax-Exempt Sustainable Fixed Income For more information about how we partner with institutional investors, click here. ESG Research and Engagement Platform Dedicated ESG research team that is integrated with fundamental analysts and portfolio managers across our equity and fixed income investment teams Proprietary ESG research methodology and internal rating system used to help assess potential investments Deep investigation into the use of proceeds raised by the bonds we hold in fixed income portfolios, and the impact produced by those proceeds—for both labeled and unlabeled bonds Pursuit of active, issue-driven engagement with management teams, bond issuers, industry and issue experts, NGOs and other stakeholders, to bring attention to ESG issues, encourage best practices and provide guidance on topics Comprehensive, policy-driven approach to proxy voting Capabilities to provide customized screening to clients (applied independently from our investment process)* Customized Solutions In addition to the strategies listed above, we can work with clients to develop customized solutions focusing on their environmental, social and governance priorities. We can create portfolios that leverage our ESG and fundamental teams’ research to target a specific expression of values and/or risk profile. For more information about our sustainable offerings for institutional investors, click here. Recent Insights 2022 Impact Report: Sustainable Core Fixed Income Strategy Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address global sustainability challenges.Read more 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 companiesRead more Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research Some years ago, we expanded our ESG framework into sovereign bonds, a relatively less developed area in sustainable fixed income. We view sovereign bonds as an asset class with the potential to achieve progress on the United Nations Sustainable Development Goals (U.N. SDGs), as sovereign issuers have ample ability and reach to address key environmental and social challenges.Read more See More Recent Insights Recent News Lisa Abraham Featured on the PRI Podcast Learn more Brown Advisory Launches Sustainable Value Mutual Fund Learn more Brown Advisory’s 2021 PRI Assessment Report 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 Balanced Portfolio Reporting We have in-depth research regarding the ESG risk and impact exposures present in every single strategy we recommend to balanced-portfolio clients. We have painstakingly translated that research into a comprehensive reporting tool, which allows us to provide complete transparency to our clients about their investments, and greatly enhances our conversations with those clients about progress to date and potential actions to consider in the future. See our reporting capabilities for balanced clients on the pages dedicated to our work with individuals and families or endowments and foundations. 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 *All investments involve risk. The value of the investment and the income from it will vary. There is no guarantee that the initial investment will be returned. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. ESG strategies seek to identify companies that they believe may have desirable ESG outcomes, but investors may differ in their views of what constitutes positive or negative ESG outcomes. As a result, the strategies may invest in companies that do not reflect the beliefs and values of any particular investor. The strategies may also invest in companies that would otherwise be screened out of other ESG oriented funds. Security selection will be impacted by the combined focus on ESG assessments and forecasts of return and risk. ESG strategies intend to invest in companies with measurable ESG outcomes, as determined by Brown Advisory, and seeks to screen out particular companies and industries. Brown Advisory relies on third parties to provide data and screening tools. There is no assurance that this information will be accurate or complete or that it will properly exclude all applicable securities. Investments selected using these tools may perform differently than as forecasted due to the factors incorporated into the screening process, changes from historical trends, and issues in the construction and implementation of the screens (including, but not limited to, software issues and other technological issues). There is no guarantee that Brown Advisory’s use of these tools will result in effective investment decisions.