Brown Advisory

APRIL 16, 2018

The “other 95%” of the portfolio existed solely as a financial engine. The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. That began to change when nonprofit boards started asking a seemingly radical question: "How can we advance our mission with the other 95%?"

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The “other 95%” of the portfolio existed solely as a financial engine. The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. Developing Sustainable Investment Plans Standard Process, Added Layers of Thought.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Investors Seeking Sustainability Gain Confidence Through Screening achen Mon, 09/12/2016 - 09:40 Some Wal-Mart stores sell rifles, some Starbucks coffee shops sell alcohol and GE builds engines for jet fighters and bombers. Investors can then use these broad measures for both positive and negative screening.

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

SEPTEMBER 12, 2016

Some Wal-Mart stores sell rifles, some Starbucks coffee shops sell alcohol and GE builds engines for jet fighters and bombers. The filtering of companies involved in stem cell research and human cloning illustrates the nuance and ethical stakes that can come into play when building a sustainable portfolio. Mon, 09/12/2016 - 09:40.

Clients 52

Clients Portfolio Distribution Communication 52