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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
Brown Advisory Sustainable Core Fixed Income Strategy Download as PDF for Printing PDF Download

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About This Strategy - [Return to Top]

Assets Under Management (AUM): $126.69M (in US$ millions)

Required Minimum: 2.0

Benchmark used: Barclays Capital US Aggregate

Strategy type: Bond (Fixed Income)

Strategy description: The Brown Advisory Sustainable Core Fixed Income strategy investment team follows an in depth process that encompasses a bottom-up research approach with fully integrated fundamental and ESG analysis, with sector weightings, duration targets, and yield curve positioning driven by the Investment Team’s assessment of risk-adjusted relative value across fixed-income sectors.

Strategy web link: --


About The Company - [Return to Top]

Institution Name:
Brown Advisory

Approach to Sustainable & Responsible Investment: Brown Advisory is a leading independent investment firm that offers a wide range of solutions to institutions, corporations, nonprofits, families and individuals. Our mission is to make a material and positive difference in the lives of our clients by providing them first-rate investment performance, customized strategic advice and the highest level of personalized service. We follow a philosophy that low-turnover, concentrated portfolios derived from sound bottom-up fundamental research can generate attractive performance results over time. We have a culture and firm equity ownership structure that help us attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy

Research conducted: Internally

Researcher name: In the Brown Advisory Large-Cap Sustainable Growth Strategy, MSCI and Ethix are utilized for initial ESG screens.

Contact info:
901 South Bond Street, Suite 400
Baltimore, MD 21231
United States
Phone: 4105375400
Web: http://www.brownadvisory.com (Opens in a new window)


Specific Screening Information by Category - [Return to Top]






          • Shareholder Engagement - Private Dialogue: Conducted with companies on environmental, social or governance issues
          • Proxy Voting: Actively voted by my institution for this investment strategy in support of environmental, social or governance issues in accordance with formal guidelines


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