SEPARATELY MANAGED ACCOUNTS
We serve a wide variety of clients – corporate pension plans, non-profit foundations, endowments, charitable trusts, and high net worth individuals – with our separately managed account program, which offers such investors the additional service and support they often require.
We offer two composites to institutional and high net worth investors. Our Green Growth composite offers an environmentally focused approach, typically considered appropriate for an investor’s aggressive growth allocation. The composite may invest in any industry sector, but all investments focus on environmentally-oriented investment themes, including clean energy, water management, resource efficiency, sustainable living, environmental services, green transportation, and green building products. It is primarily a domestic composite, investing in companies under $10B in market capitalization, with a focus on companies under $2B in market capitalization. Its benchmark is the Russell 2000 Growth Index.
Our Brown Advisory Large-Cap Sustainability composite seeks to invest in a diversified portfolio of growth companies; the strategy is designed to be appropriate as part of an investor's large cap equity allocation. The composite is managed with an environmentally differentiated investment strategy that seeks to identify companies with sustainable business models, long-term competitive advantages, strong environmental performance and opportunities to benefit financially from environmentally-driven strategies. The composite seeks to outperform the Russell 1000 Growth Index of large capitalization growth companies. It is primarily a domestic composite, investing in companies over $2B in market capitalization, with a focus on companies over $10B in market capitalization.
Please contact us at 866.804.5414 for more information about our separately managed account offerings.