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2021 Year-End Planning Letter

Brown Advisory

Consistent with our firm’s investment philosophy, we take the long view in planning – thinking in decades, not days. The strength of balance sheets may also present a good opportunity to consider aligning investments with family goals and purpose. There is no singular formula to getting this right.

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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

“The reporting is not consistent across industries or across companies, so it’s very hard to make accurate comparisons,” said Esty, a member of Brown Advisory’s Sustainable Investing Advisory Board. The company aims to expand its use of recycled aluminum to 80% by 2025. The limited diversification from such an approach may pose risks.

Food 52
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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

“The reporting is not consistent across industries or across companies, so it’s very hard to make accurate comparisons,” said Esty, a member of Brown Advisory’s Sustainable Investing Advisory Board. The company aims to expand its use of recycled aluminum to 80% by 2025. The limited diversification from such an approach may pose risks.

Food 52
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The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

Economic Stimulus that is provided by ARPA may be positive for the overall economy and perhaps the companies in which our clients invest. Enhanced Limits on Deductions for Executive Compensation. ARPA expands the number of employees covered by the limitations on deductions for executive compensation above $1 million.

Clients 52
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The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

Economic Stimulus that is provided by ARPA may be positive for the overall economy and perhaps the companies in which our clients invest. Enhanced Limits on Deductions for Executive Compensation. ARPA expands the number of employees covered by the limitations on deductions for executive compensation above $1 million.

Clients 52