Investment approach
The Brown Advisory Global Sustainable Total Return Bond strategy takes a global, sustainable and dynamic approach to fixed income. The strategy seeks to offer investors access to an attractive stream of income and risk-adjusted returns while simultaneously generating a positive impact on global sustainability.
We believe that dynamic asset allocation informed by comprehensive top-down macro analysis, combined with rigorous bottom-up security selection and a differentiated sustainable investment approach, can deliver attractive risk-adjusted returns through the economic cycle while producing positive environmental and social impact.
Fund profile
MAIN OBJECTIVES
1. TOTAL RETURN OVER AN ECONOMIC CYCLE
An active and dynamic approach that allocates to liquid global fixed income and foreign exchange asset classes, and re-positions as markets evolve.
2. BOND-LIKE CHARACTERISTICS
A core strategy that acts as a complement and counterbalance to equity risk.
3. SUSTAINABILITY
A sustainable Investment research framework developed in-house over 10+ years that seeks to identify securities that can deliver both investment performance and positive impact.1
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INSIGHTS
Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022
Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research
- Analysis is conducted for corporates and sovereign issuers, securitized products and other asset classes when relevant information is available; we invest on the basis of risk management and/or opportunity.
*SOFR (Secured Overnight Financing Rate) is a broad measure of the cost of borrowing cash overnight collateralised by U.S. Treasury securities.
The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.
Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision-making. Sustainable investment analysis may not be performed for every holding in the strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. The Strategy seeks to identify companies that it believes may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, the Strategy may invest in companies that do not reflect the beliefs and values of any particular investor. The Strategy may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. The Strategy incorporates data from third parties in its research process but does not make investment decisions based on third-party data alone.