Brown Advisory

SEPTEMBER 15, 2017

Tom Graff, the portfolio manager of the Brown Advisory Sustainable Core Fixed Income Strategy, has seen a tremendous evolution in the tools available to ESG-oriented investors since he began helping clients with ESG mandates in the 1990s. Q: Why is this the right time for sustainable bonds? Take energy, for example.

Portfolio Management 52

Portfolio Management Portfolio Management Fiduciary Duty 52

Brown Advisory

SEPTEMBER 15, 2017

Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy. Tom Graff, the portfolio manager of the Brown Advisory Sustainable Core Fixed Income Strategy, has seen a tremendous evolution in the tools available to ESG-oriented investors since he began helping clients with ESG mandates in the 1990s.

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