In this issue:
From our CEO: How We Help Clients Build Sustainable Portfolios
Mike Hankin, Brown Advisory President and CEO, describes a framework for helping clients incorporate their values into their investment portfolios.
By Michael D. Hankin, Chief Executive Officer
⚑ Sustainable Investing
Investors Seeking Sustainability Gain Confidence Through Screening
By screening their portfolios, investors align their assets with their values and gain greater confidence in their long-term investment plans.
By Chad Larson, Strategic Advisor and Emily Dwyer, Equity Research Analyst
⚑ Screening
Diving Deep: Achieving Outperformance By Using Environmental Research
Brown Advisory outperforms by finding undervalued stocks and bonds through original environmental research that dives deep beneath the surface of corporate disclosures, regulatory filings and investor releases.
By Karina Funk, CFA, Head of Sustainable Investing and Large-Cap Sustainable Growth Co-Portfolio Manager and Amy Hauter, Sustainability Analyst, Fixed Income
⚑ Sustainable Alpha
Five Ways to Invest That Make the World a Better Place
More than ever before, investors do not have to make a cut-and-dried choice between portfolio investment and philanthropy. We identify five options enabling them to do good while doing well.
By Ethan Berkwits, Private Client Strategy Analyst and Brigid Peterson, Endowments and Foundations Advisor
⚑ Impact
Case Studies Show Sustainable Investing Yields Varied Benefits
When embracing sustainability, families and institutions often affirm their highest ideals.
By Dune Thorne, Head of Boston Office, Portfolio Manager and Erika Pagel, Portfolio Manager
⚑ Case Studies