Brown Advisory

SEPTEMBER 15, 2017

Every year, we see more and more of our clients looking for ways they can use ESG investment principles to potentially boost returns, align their investments and values and make an impact on the world. Amy: We’re by no means trying to dictate what sustainable investing means for our clients. How do you define “sustainable”?

Portfolio Management 52

Portfolio Management Portfolio Management Fiduciary Duty 52

Brown Advisory

SEPTEMBER 15, 2017

Every year, we see more and more of our clients looking for ways they can use ESG investment principles to potentially boost returns, align their investments and values and make an impact on the world. Amy: We’re by no means trying to dictate what sustainable investing means for our clients. How do you define “sustainable”?

Portfolio Management 52

Portfolio Management Portfolio Management Fiduciary Duty 52

The Big Picture

JUNE 20, 2023

In 2007, firms extracted — the private equity firms extracted $20 billion from companies in the form of dividend recapitalizations. It had been prevented, had been barred from that before because of this fiduciary duty idea and also because of the opacity of these instruments. But so you had these dividend recaps.

Insurance 147

Insurance Healthcare Retail Medicine 147