ESG Considerations and Sustainable Investing

A material impact area for our clients

Our Goal

Across relevant BBH investment strategies, we assess material environmental, social, and governance (ESG) risk factors as a part of our bottom-up investment process. We also partner with our private clients to understand and align their investments and plans with their vision and values, employing BBH and third-party investment strategies, which may include Socially Responsible Investing (SRI) and ESG approaches.

ESG Integration in our Investment Process

BBH Capital Partners’ objective is to preserve and grow our clients’ capital over long periods of time. BBH Portfolio Managers perform proprietary investment research focusing on long-term capital preservation and the prudent management of risk. At the core of our investment process has always been an understanding that the path to generating attractive long-term investment returns is first and foremost to reduce the likelihood of permanent capital loss. BBH’s bottom-up, active investment managers perform in-depth, fundamental analysis with the belief that the integration of material ESG criteria enhances our ability to evaluate and manage risk in our investment process, as we pursue our long-term objectives. For our private clients, we also seek third-party investment managers whose approach to ESG integration is aligned with our own. Please visit our webpage for further information on our approach to ESG.

 

Values-Driven Advisory Services

For institutional and private clients who wish to align their investments with their values, we offer a variety of socially responsible investing, values-based planning, and philanthropic advisory services, as well as insights and engagements to help our clients understand their options and align their investment portfolios. In addition to integrating ESG into our own investment approach, we also seek to partner with external investment managers whose philosophies naturally align with ESG integration principles.

UN Sustainable Development Goal Alignment

Promote sustained, inclusive, and sustainable economic growth, full and productive employment, and decent work for all

UN Sustainable Development Goals

Core Program Components

  • Our investment process integrates of ESG-related factors in our investment process across BBH equity strategies, corporate bonds, municipal debt, and structured products.
  • Read our ESG Position Statement.

  • We offer engagement with our clients about their goals, market trends, and how ESG criteria is incorporated into BBH’s investment process.

  • We offer educational sessions on ESG integration and best practices on a regular basis.
  • We collaborate with the Executive Sustainability Council and across lines of business on the ESG landscape and what it means to BBH, our clients, and our stakeholders.

  • We participate in ESG conferences and communicate with specialist research firms, thought leaders, and our international network of investors.

  • We are committed to the evaluation of ESG factors as part of our investment research process because it helps us effectively assess the long-term sustainability and durability of the companies we invest in.
  • We take a bottom-up fundamental approach to investing, identifying businesses that have the potential to compound capital through market cycles and make effective management decisions that lead to strong governance, key stakeholder relationships, and excellent social practices.
  • We help clients realize socially responsible investment (SRI) mandates through portfolio customization, ongoing analysis, shareholder engagement, and integration of MSCI ESG Research data points through a sustainable portfolio optimization process.
  • Learn more about our approach to sustainable investing.

  • Our proprietary values-based planning framework helps clients uncover their values and use them to make decisions about how wealth is invested, saved, spent, and given away.
  • We work with families to create customized programs that demonstrate how how their values can drive decision-making in regards to investing, planning, and charitable giving. 
  • BBH’s Center for Women & Wealth engages and supports women in the creation and management of wealth to create a dynamic and inclusive environment for conversations about family, wealth, and values.
  • Learn more about Values-Based Planning.

  • We strive to help clients become strategic philanthropists by defining the role of philanthropy in the client’s life and the estate plan, setting structure to maximize impacts, creating a framework for governance/administration, and crafting a strategic plan to design grants and measure impact.
  • We support the process by helping donors investigate innovative ways of structuring charitable activities, including hybrid vehicles.
  • Learn more about Philanthropic Advisory.

  • 100 %

    of third-party managers evaluated against ESG criteria in annual reviews

  • 100 %

    of third-party managers engaged on ESG issues through manager questionnaire

  • 78 %

    of AUM managed by investment managers with an ESG policy statement

Based on 2024 data

2024 Stewardship Report

BBH’s Sustainability efforts are built on a foundation of transparency and accountability and are made stronger by the input and counsel of all our stakeholders. In the pages that follow, we invite you to take a comprehensive and holistic look at the progress we made in 2024 and learn how BBH is tapping into its unique market position, skills, and capabilities to create a more sustainable society in collaboration with our clients, our people, and our communities.

Read Report

1A less favorable ESG profile may not preclude the manager from investing in a company, as the consideration of ESG factors is not more influential than the consideration of other investment criteria.

Investing in securities that meet ESG criteria may result in the fund forgoing otherwise attractive opportunities, which may result in underperformance when compared to funds that do not consider ESG factors.  A less favorable ESG profile may not preclude the Adviser from investing in a company, as the consideration of ESG factors is not more influential than the consideration of other investment criteria.

Brown Brothers Harriman & Co. (“BBH”) may be used to reference the company as a whole and/or its various subsidiaries generally. This material and anyproducts or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and referencepurposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products.Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable taxregimes, or for promotion, marketing or recommendation to third parties. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed,and reliance should not be placed on the information presented. This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties,without the permission of BBH. Pursuant to information regarding the provision of applicable services or products by BBH, please note the following: Brown Brothers HarrimanFund Administration Services (Ireland) Limited and Brown Brothers Harriman Trustee Services (Ireland) Limited are regulated by the Central Bank of Ireland, Brown BrothersHarriman Investor Services Limited is authorised and regulated by the Financial Conduct Authority, Brown Brothers Harriman (Luxembourg) S.C.A is regulated by the Commissionde Surveillance du Secteur Financier. All trademarks and service marks included are the property of BBH or their respective owners. © Brown Brothers Harriman & Co. 2025. All rights reserved. FIRM-00559-2025-05-27

 

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