Brown Advisory

  • Investment Manager

Brown Advisory is a global investment management firm, private and independent since 1998. Brown Advisory was founded in 1993 within Alex. Brown, a Baltimore-based investment bank established in 1800. We have worked with charities for over 25 years to help them achieve their investment goals. We are acutely aware of the challenges facing charities and we structure bespoke investment solutions to meet their income and other long-term requirements. Brown Advisory has a 15-year track record in

  • Based: Global
  • Founded: 1998
Visit website Contact Brown Advisory

About Brown Advisory

Brown Advisory is a global investment management firm, private and independent since 1998. Brown Advisory was founded in 1993 within Alex. Brown, a Baltimore-based investment bank established in 1800. We have worked with charities for over 25 years to help them achieve their investment goals. We are acutely aware of the challenges facing charities and we structure bespoke investment solutions to meet their income and other long-term requirements.

Brown Advisory has a 15-year track record in sustainable investing, driven by the belief that integrating sustainable investment analysis has the potential to enhance long-term performance. Our firm offers a variety of actively managed sustainable investment strategies supported by in-depth fundamental and sustainable investment research.

Every employee of Brown Advisory is a shareholder in the business which ensures an alignment of interests with our clients over multiple generations. This also enables us to attract and retain talented colleagues and foster a strong investment culture backed by a well-resourced team who perform rigorous fundamental research. We have a deep-rooted sense of responsibility and support several charities, nominated by our colleagues, with our time, skills and money.

Charity funds offered

Available products and minimum investment by fund type.

Charity pooled fund

  • Discretionary

Segregated mandate

£4m

Minimum investment

  • Charity clients26
  • Total assets£1.79bn
  • Discretionary

Investment approach

Philosophy

The objective of the bespoke investment strategies we design and implement is to exceed our charity clients’ return goals. Typically, these goals are to achieve a long-term, above-inflation increase to the value of their investment portfolio, sometimes alongside the production of regular income.

To deliver long term, above-inflation returns we turn principally to the shares of well-run, growing companies – we see this as an opportunity to participate in the value-creation that comes from global economic growth and innovation. We invest in companies globally, both directly and using pooled funds. Furthermore, we believe that through diligent and disciplined research we are able to identify those companies that will, over the long term, increase value for their shareholders at a faster rate than their respective market.
It is the strategic balance between investments that can deliver growth, and those that play a stability and liquidity role, that will principally determine the long-term outcome for the client. However, we also seek to increase returns and reduce risks by adjusting exposure to different types of assets based on our assessment of the medium term economic and financial landscape.

Ethics & ESG

Offers ethical investing
Yes
ESG-aligned funds
71

Get in touch with Brown Advisory

Send a direct enquiry to Brown Advisory. We pass it on through Charity Intelligence so we can follow up and make sure you got a useful response.

Your enquiry and contact details will be shared with Brown Advisory.