Sustainable Investing Emily Dwyer, Portfolio Manager, Carey Buxton, Head of Sustainable Investing Business, and Amy Hauter, CFA, Portfolio Manager and Director of Sustainable Fixed Income.In all of our investment strategies, we will assess any consideration that may help us gain a deeper understanding of a company or issuer’s risks and opportunities. In our sustainable investment strategies, these considerations include an emphasis on the risks and opportunities that arise from the effects of natural resources, climate, human capital and governance on the securities in which we invest, and hence on their investment returns.Our 15-year track record in sustainable investing is driven by the belief that integrating sustainable investment analysis can drive long-term performance. We see incorporating a broad range of risks and opportunities into our research process as a tool for understanding how a company or issuer is positioned to succeed in the future—such as how it is managing products, services and solutions in the face of climate change and other long-term societal forces.Learn more about our sustainable investment strategies We believe that there does not have to be a trade-off between strong performance and responsible business practices, whether we are managing in-house strategies or selecting external managers. Independent thinking powers performance.We believe that we are able to generate better performance for clients when our portfolio managers are given freedom to express their investment philosophies. This extends to sustainable investing; our portfolio managers can integrate analysis of risks and opportunities that arise from the effects of human capital, natural resources, climate and governance practices to varying degrees, and we do not enforce a standard approach to this integration across our investment platform. As active investors, portfolio managers have the independence to apply their own experience, point of view and expertise to generate long-term performance for clients.In this video, Karina Funk explores our focus on finding companies at the intersection of positive fundamental and sustainable business drivers. Click here for important disclosures. “In our Large-Cap Sustainable Growth portfolio, we look for what we call Sustainable Business Advantages, or SBA. Briefly, that means that we're looking for businesses where sustainability strategies demonstrably add to financial performance.” KARINA FUNK, CFACO-PORTFOLIO MANAGER, LARGE-CAP SUSTAINABLE GROWTH STRATEGY; CHAIR OF SUSTAINABLE INVESTING InsightsSEE ALL RECENT UPDATES NOW Podcast: The Energy Transition ESG, Shorthand, and ShortcutsReflections on Stewardship Reporting and Policy StatementsTransparency 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 PolicyContains information about our institutional investment strategies, and the standards in place for ESG integration. Institutional Sustainable Fixed Income Investment PolicyPolicies and concepts that guide the management of Brown Advisory’s sustainable fixed income strategies. Institutional Engagement PolicyCovers the institutional investment team's approach to engagement, and current priority topics for engagement. Proxy Voting PolicyCovers our proxy voting policy and processes for both institutional and balanced-portfolio clients. Proxy Voting DashboardDetailed data on our proxy voting activity, as reported by Institutional Shareholder Services (ISS).THE IMPACT OF OUR 2022 INVESTMENT DECISIONS Global Sustainable Total Return Bond StrategyChris Diaz, CFA; Ryan Myerberg; Colby Stilson Global Leaders StrategyBertie Thomson, CFA; Mick Dillon, CFA Large-Cap Sustainable Growth StrategyDavid Powell, CFA; Karina Funk, CFA Tax-Exempt Sustainable Fixed Income StrategyStephen Shutz, CFA; Amy Hauter, CFA Sustainable Core Fixed Income StrategyAmy Hauter, CFA ; Chris Diaz, CFA; Colby Stilson Sustainable Small-Cap Core StrategyEmily Dwyer; Timothy Hathaway