United States
Equities Fixed Income External Managers Private Equity and Real Estate Sustainable Investing

Equities

We follow a philosophy that low-turnover, concentrated portfolios derived from sound bottom-up fundamental research provide an opportunity for 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.

We construct balanced portfolios for individuals, families, endowments, foundations, nonprofits, institutions, consultants, financial intermediaries and other investment professionals depending on their unique needs. We can be 100% open architecture, using third-party managers only, or we can put together a mix of internal and external strategies, whatever is in the client's best interest.

Fixed Income

We follow a philosophy that fixed income strategies built from a foundation of stability coupled with fundamental credit research can seek to generate alpha and control risk. We have a culture and firm equity ownership structure that attract and retain professionals who share those beliefs, and we follow a repeatable investment process that helps us stay true to our philosophy.

We construct balanced portfolios for private clients, nonprofits and institutions depending on the needs of the client. We can be 100% open architecture, using third-party managers only, or we can put together a mix of internal and external strategies, whatever is in the client's best interest.

External Managers

Investment Solutions Group

The Investment Solutions Group is an investment-management team within Brown Advisory that specializes in asset allocation, manager selection, hedge funds and other alternative investment strategies. Dedicated to open-architecture solutions, our team has established a strong track record of identifying high-quality, third-party investment managers across the hedge fund, long-only and private equity universes. We leverage this expertise to help clients assemble portfolios that we believe best fit their needs and goals, offering clients a range of solutions from complete portfolio management to fulfillment of specific hedge-fund and alternative-asset mandates.

Private Equity and Real Estate

Private Equity and Real Estate

Brown Advisory has incorporated private equity and real estate investments in client portfolios since our founding. Today, we can provide that exposure in three distinct ways.

Feeder Funds and Multimanager Funds
We introduce clients to investment opportunities in early- and late-stage venture capital and buyout funds, as well as select real estate funds. We also construct these feeder funds into multimanager funds through our Private Equity Partners (PEP) and Real Estate Partners (REP) vehicles to make private equity investing as easy as possible for our clients.

Customized Private Equity Portfolios
For most clients, private equity is one component of a balanced portfolio that we manage. Other clients, however, come to us specifically for custom-built private equity and real estate portfolios.

Sustainable Investing

Sustainable Investing Strategies

  • Multi-Manager Strategies
  • For clients seeking an open-architecture solution, we have access to several of the premier sustainable managers in the industry - all vetted by internal research.
  • Private Equity
  • Our private equity team is focused on evaluating the growing universe of private impact investments to identify standout opportunities that target various issues of particular concern to our clients. To date, we have placed assets in investments targeting a variety of impact themes such as community impact, microfinance, education technology, sustainable real estate, water initiatives and others.*
  • *Many alternative investments by regulation may only be sold to Accredited Investors (institutions with at least $5 million in assets) or Qualified Purchasers (institutions with at least $25 million in investments).

Customized Portfolios

This diverse assortment of solutions will meet many clients’ sustainability objectives; however, we understand the continued evolution of this space and seek to be able to react quickly to client needs.

For clients with unique missions, value-aligned investing programs, or who simply wish to ensure that they do not own certain controversial companies or have access to certain industries, we offer the following customized options:

Additional Screening: To the extent we have reliable data and can build rules into our compliance systems, we can add specific screens to a separate account to restrict companies (e.g. oil and gas providers) or industries (e.g. tobacco or weaponry).

Customized and Thematic Portfolios: Within a separate account, we can work together to solve for a sustainability need. From a universe of securities researched from both the bottom-up and for their ESG profile, we can assemble a custom portfolio of securities designed to meet many specific sustainable goals or outcomes.

Our Clients

We are privileged to work with select individuals, families, nonprofits, institutions and intermediaries in all 50 U.S. states and more than 36 countries and territories around the world.

For the past five years, our client retention rate was 97.9%, reflecting the long-term nature of our relationships with clients. (Data as of Sept. 30, 2017)

Individuals &
Families

We advise a variety of inspiring families and individuals, including CEOs, philanthropists, entrepreneurs, political and civic leaders, scholars, athletes, artists and performers. Our work is often centered on a comprehensive relationship with families to serve, engage and connect members across generations. In other instances we work directly with just a single individual or family member—it is all a matter of preference.

Endowments &
Foundations

We partner with a variety of foundations, endowments and other nonprofits around the world. As a fiduciary, we can advise an organization on the entirety of its investment portfolio or on specific components of that portfolio. Our colleagues personally serve as board members and in other roles for more than 400 nonprofits, giving us an understanding of the investment and governance challenges these organizations face.

Institutions &
Consultants

We manage single-strategy portfolios for some of the largest and most discerning pension plans, banks and insurance companies in the world, and we seek to maintain close relationships with the consultants who advise them.

Financial
Intermediaries

We partner with a select set of investment platforms and financial advisors to offer our investment solutions to their clients. We can provide our strategies in a broad range of investment vehicles (separately managed accounts, mutual funds, private funds, model delivery, CITs, UCITS funds and subadvisory) and through many different types of platforms (broker-dealers, private banks, financial supermarkets, recordkeepers and others), depending on the needs of each relationship.