Three Ways to Maximize Tax Benefits Through Charitable Giving
The process of finding a charity and donating money seems simple. However, just like portfolio asset allocation, slightly different approaches can yield dramatically different results in your
NOW Podcast: Radical Transparency—The Secret to Building a Purpose-Driven Business that Does Good and Performs Well
Brown Advisory
Thinking that you have to trade off financial performance and sustainability is a “false dichotomy” and a “ridiculous mindset,” according to Alan Jope, CEO of Unilever, one of
The Housing Market and the Recession: This Time Really is Different, But Will it Last?
Wilmington Trust
The housing market’s role as one of the key drivers of the current recovery has been notable and stands in stark contrast to its role as a key driver of the last recession (2008-2009). Its
Muni Investors Can Prioritize the "S" in ESG with Social Bonds
A growing demand for a more equitable and inclusive society has emerged in a year marked by turmoil and uncertainty. Fixed income issuers are starting to respond to that demand by offering 
A Divided Government Puts a Premium on Compromise
Washington will be a different place under a Biden administration, but it won’t be a different enough to cause a seismic shift across the investment landscape. While some observers fear a
The Materiality of the “S” in “ESG”
Brown Advisory
The environmental, social, and governance (ESG) research among institutional investors has historically focused mostly on the “E” and the “G,” leaving social issues as
COVID-19 Through an ESG Investing Lens
Brown Advisory
Actions demonstrate what it means to be a sustainable business. And in times of crisis, such as the COVID-19 pandemic, companies show through their actions how they balance societal concerns and
Performance and Sustainable Investing: You Can Have it Both Ways
Brown Advisory
Investing sustainably does not mean sacrificing returns. In fact, the opposite is true across many different asset classes. A closer look shows how investments in private equity, public equity,
Stop Waiting, Start Customizing: How Passive Investors Can Make Their Own Rules
The exclusion of the high-profile company Tesla Motors from a major equity index took many investors by surprise. The news sent the company’s shares down 21% the next trading day. That example
The Core of Customization: Why a Stratified-Cells Approach Works for Bonds
Portfolio customization is growing in popularity among equity investors—but does it have a place in the bond market? Learn about the benefits of stratified cells.