2028, Clients and Portfolio Analysis - Financial Advisor Source

Considering Climate within Portfolios

Brown Advisory

OCTOBER 4, 2021

Note that this model portfolio represents our “pure” thinking with regard to asset allocation, manager selection and ESG criteria, without factoring in client considerations; as a result, few if any of our clients’ portfolios will actually mirror this model exactly.) It is not representative of an actual portfolio.

Portfolio

Portfolio Asset Allocation Clients Assets

Considering Climate within Portfolios

Brown Advisory

OCTOBER 4, 2021

CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Using our in-house ARIS Analytics reporting system, we can generate a variety of climate-related data on client portfolios for reporting and analysis. The portfolio information above represents a model portfolio.

Portfolio

Portfolio Asset Allocation Clients Assets

Financial Advisor Source

Considering Climate within Portfolios

Considering Climate within Portfolios

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