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The presentation outlines firm overview and investment scope, describes dedicated fixed income research resources, and summarizes sustainable investing capabilities, portfolio attributes, and performance. 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approach of the Sustainable Core Fixed Income strategy?","Question",{"text":63,"@type":64},"It builds a broad portfolio of fixed income securities based on fundamental credit analysis and ESG considerations, targeting long-term outperformance versus the Bloomberg Barclays U.S. Aggregate.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How does the firm describe its sustainable investing capabilities?",{"text":68,"@type":64},"The presentation highlights proprietary sustainable fixed income and equity strategies, ESG screening options defined by clients, and multiple sustainable investment strategies across market segments.",{"name":70,"@type":61,"acceptedAnswer":71},"What does the presentation include about example holdings and impact projects?",{"text":72,"@type":64},"It provides sample portfolio holdings and describes sample impact projects that are funded by investments from the 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OF CONTENTS  \nFirm Overview  \n\n| Sustainable Fixed Income Overview |\n| --- |\n| Sustainable Core Fixed Income Investment Management |\n| Philosophy |\n| Investment Team |\n| Process |\n| Portfolio Attributes |\n| Characteristics |\n| Performance |\n| Sample Portfolio Holdings |\n| Sample Impact Projects Funded By Portfolio Investments |\n\nAppendix  \nFIRM OVERVIEW  \nBROWN ADVISORY: FIRM & STRATEGY OVERVIEW  \nIndependent, fundamentally driven investment management firm  \nFIRM  \n1993  \nLaunched as an investment  \nmanagement arm of Alex. Brown & Sons  \n1998  \nInvestment team and management-led buyout enables independence, focus and expansion  \n2008  \nExpands globally and today has clients in 37 countries  \n100%  \nof colleagues collectively own 70% of the firm’s equity  \nINVESTMENT SCOPE  \n100+ professionals  \nOn our investment team, including 17 dedicated to fixed income research and portfolio management  \n16 years  \nAverage investment experience of our fixed income research team  \n$81 billion*  \nIn total assets under management for clients  \n$38 billion*  \nIn institutionally marketed strategy assets  \n*Please see the end of the presentation for disclosures and information regarding assets.  \nSUSTAINABLE INVESTMENTS  \n$6.3 billion*  \nIn total assets under management for clients under ESG or sustainable mandates  \n100%  \nOf the firm’s proprietary equity and fixed income strategies available with client-defined ESG screens  \n9 sustainable investment strategies  \nLarge-Cap Sustainable Growth Equity, Sustainable Core Fixed Income, Tax-Exempt Sustainable Fixed Income, Sustainable Short Duration, Balanced ESG, U.S. Large-Cap ESG, U.S. Small-Cap ESG, U.S. Core ESG and U.S. All-Cap Socially Responsible  \nBROAD SUSTAINABLE INVESTING CAPABILITIES  \n| 1983 | 1992 | 1993 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| Early Pioneer of Sustainable Investing | Start of\u003Cbr>Fixed Income SRI\u003Cbr>Investing | Our Firm Founding | Additional Expertise Joins | Large-Cap Sustainable Growth Strategy Launch | Additional Expertise Joins | Sustainable Growth Mutual Fund Launch | Customized Sustainable Investment Advice | Sustainable Fixed Income Solutions | Integrated Sustainable Solutions | Sustainable Investment Advisory Board | Expansion\u003Cbr>of\u003Cbr>Sustainable Investment Suite | Expansion\u003Cbr>of\u003Cbr>Sustainable Investment Suite |\n| Key members of the Sustainable Investing Team begin managing ESG-focused equity portfolios at Winslow Management Company | Key members of the Sustainable Investing Team begin managing SRI-focused bond portfolios at Cavanaugh\u003Cbr>Capital\u003Cbr>Management | Brown Advisory\u003Cbr>founded | Winslow Management Company joins Brown Advisory\u003Cbr>Key Sustainable Investing Team members begin managing multi-strategy sustainable portfolios | Launch the\u003Cbr>Large-Cap Sustainable Growth Strategy, which invests in fundamentally strong companies with sustainability drivers\u003Cbr>Cavanaugh\u003Cbr>Capital Management joins Brown Advisory | Boston private client team\u003Cbr>with strong\u003Cbr>sustainable expertise joins Brown Advisory |  | Brown Advisory joins the Forum for Sustainable and\u003Cbr>Responsible\u003Cbr>Investment (US SIF) | Brown Advisory signs the U. N. Principles for\u003Cbr>Responsible Investment (UN PRI) | Brown Advisory offers a variety of sustainable equity, fixed\u003Cbr>income and other strategy solutions | Brown Advisory forms an sustainable investing advisory to\u003Cbr>help guide long-term strategic thinking | Brown Advisory launches the U.S. Sustainable Growth UCITS Fund, Sustainable Bond Fund, Sustainable Balanced and U.S. LargeCap and U.S. Small-Cap Actively Screened ESG solutions | Brown Advisory launches the\u003Cbr>U.S. All-Cap Socially Responsible\u003Cbr>UCITS Fund\u003Cbr>and Strategy\u003Cbr>and Core ESG Strategy |\n\n􀂃 Long history in sustainable investing that predates the","cbCaikdiunrYXLVm","https://ap.wps.com/l/cbCaikdiunrYXLVm","pdf",1361851,42,"English","# Firm Overview\n## Sustainable Fixed Income Overview\n## Sustainable Core Fixed Income Investment Management\n## Philosophy\n## Investment Team\n## Process\n## Portfolio Attributes\n## Characteristics\n## Performance\n## Sample Portfolio Holdings\n## Sample Impact Projects Funded By Portfolio Investments\n# Appendix\n## Firm Overview: Brown Advisory - Firm & Strategy Overview\n## Investment Scope\n## Sustainable Investments\n## Broad Sustainable Investing Capabilities","[{\"question\":\"What is the core approach of the Sustainable Core Fixed Income strategy?\",\"answer\":\"It builds a broad portfolio of fixed income securities based on fundamental credit analysis and ESG considerations, targeting long-term outperformance versus the Bloomberg Barclays U.S. Aggregate.\"},{\"question\":\"How does the firm describe its sustainable investing capabilities?\",\"answer\":\"The presentation highlights proprietary sustainable fixed income and equity strategies, ESG screening options defined by clients, and multiple sustainable investment strategies across market segments.\"},{\"question\":\"What does the presentation include about example holdings and impact projects?\",\"answer\":\"It provides sample portfolio holdings and describes sample impact projects that are funded by investments from the portfolio.\"}]","Brown Advisory Sustainable Core Fixed Income Strategy - As of December 31, 2019 | PDF",106]