Sustainable Investing and ESG

Aligning your portfolio with your values

Helping you achieve your sustainable investment goals based on your values requires careful, purposeful planning. We work with you and your family or organization to identify your values, priorities and short- and long-term goals to help you create a plan for making an impact. Equipped with this understanding of your current circumstances and objectives, we collaborate with you to customize your sustainable investment portfolio to meet your goals.

What We Believe: BBH’s Eight Principles of Sustainable Investing

We offer eight principles that help guide our thinking about sustainable investing and how we incorporate those beliefs into client portfolios.

BBH is a United Nations Principles for Responsible Investment (UN PRI) signatory through our Investment Management business. In addition, more than 80% of the managers we recommend in our most commonly implemented model portfolio are PRI signatories

How We Help Clients

BBH uses the following definitions to describe the sustainable investment landscape and our solutions for clients, as the nomenclature across the industry varies.

Broad term denoting investment approaches that incorporate client values, environmental, social and governance (ESG) criteria and impact goals.

  • ESG Investing

    • Incorporating ESG criteria into investment decision-making to manage the risk in our clients’ portfolios and generate sustainable, long-term returns.
    • The managers on BBH’s platform are active, bottom-up fundamental investors with a quality bias and are well aligned with ESG investing.
  • Socially Responsible Investing

    • Investing in alignment with a client’s personal investment criteria.
    • BBH works with clients to incorporate their values into their portfolios.
  • Donating time, talent, ties and treasure (assets) to nonprofit organizations to give back, help communities, set an example for one’s family and leave a legacy.
  • BBH advises clients on a comprehensive set of philanthropic topics and helps clients engage family members in their philanthropy.

Annual Stewardship Report

BBH’s annual Stewardship report represents our commitment to accountability and transparency about our progress towards our goals.

We seek to partner with our clients to first identify their values and objectives and then customize their sustainable investment portfolio to meet their individual needs.



Suzanne Brenner Partner and Chief Investment Officer

Where We Help

Investing according to your principles requires careful execution. Our focus is on aligning clients’ portfolios with their sustainable investment goals.
  • Define Sustainable Investing Goals

    Leverage proprietary tools to facilitate and define values and sustainable investing goals

  • BBH’s Investment Philosophy

    Apply bottom-up, fundamental investment approach with a bias toward quality business that aligns well with long-term sustainable investing

  • Portfolio Analysis

    Conduct extensive review of existing holdings to understand the sustainable investing profile of your policy portfolio

  • Sustainable Portfolio Optimization and Implementation

    Invest in “best-in-class” managers that maximize criteria set forth by you

  • Monitoring

    Conduct regular review of portfolio to understand changes to its sustainable investing profile and developments that may be important to you

  • Shareholder Engagement via Proxy Voting

    Provide support in electing to participate in proxy voting directly or utilize an industry-leading proxy advisory service

How We Work With Clients

A multigenerational family approached BBH about managing its wealth. The family wanted to invest in line with its values; members had specific industries they would not invest in – including alcohol, tobacco and gambling – and guidelines around what share of the portfolio could be involved in these businesses.

After working with the family to outline its objectives and creating an actionable plan, BBH built a portfolio that eliminated the large majority of shares of companies that produce and market products that did not meet the family’s investment criteria. To ensure alignment and transparency for the client, we continue to monitor and report on the family’s objective quarterly.

A nonprofit that was a UN PRI signatory approached BBH for assistance with managing its endowment. The organization wanted to build a portfolio that included businesses that fit with its values and also required that the managers of its portfolio had formal ESG policies that were integrated and used in investment decisions. In addition, because the nonprofit was a UN PRI signatory, it had specific reporting requirements related to responsible investing, including Task Force on Climate-Related Financial Disclosures (TCFD) analyses.

BBH worked with the organization to build a portfolio that also met its specific ESG requirements. In addition, we helped the nonprofit carry out its required UN PRI reporting. Finally, we implement custom proxy voting on behalf of the organization through a third-party provider.

Let us help you align your portfolio with your values. Email us at BBHPrivateBanking@bbh.com.

Contact Us

This communication is for informational purposes only.  The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice.  Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy.  Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.


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