Our Approach to ESG

Building durable portfolios where we seek to to deliver excellent long-term returns.

ESG Integration

We evaluate environmental, social, and governance factors as part of our research process to help us assess the long-term sustainability and durability of equity strategies, corporate bonds, municipal debt and structured products in which we invest.

Our Philosophy

We believe that integrating ESG factors as part of our investment approach helps us to better manage risk and enhance returns. In-depth, fundamental analysis is at the core of what we do, and ESG analysis is embedded within our equity strategies, corporate bonds, municipal debt structured products. We consider an ESG factor to be material if it has the potential to impact the enterprise value of a company or credit quality of an issuer. Our view is that well-managed, durable businesses are more likely to manage resources efficiently, create value for shareholders and protect creditors over the long-term, in addition to maintaining access to the credit markets.

ESG: integrated within our bottom-up approach

Our team of approximately 50 equity and fixed income investment professionals are responsible for incorporating key ESG criteria into our investment analysis and decision-making process. Each of our investment teams employ a tailored approach that is best suited to their specific fund, while remaining consistent with our overall investment philosophy and process. We commit ourselves to the careful study of factors that could cause impairment of capital, understanding that if ESG risks are not adequately addressed and mitigated, they may lead us to pass on the investment.


Engagement with companies and issuers is also an important component of our bottom-up, research-driven investment approach. We communicate directly with companies and issuers to gain insight into strategy, competitive positioning and durability, as well as the risks and opportunities associated with an investment, which often include ESG considerations.


In addition to integrating ESG factors, we also offer the capability to customize investment solutions aligned to client-specific ESG goals or screening preferences.

ESG Statements

Our Funds

  • BBH Equity Funds

    Building concentrated, durable portfolios where we seek to deliver excellent long-term returns.
  • BBH Fixed Income Funds

    Offering select taxable and tax-exempt funds where we seek to deliver excellent returns.
  • BBH Partner Funds

    Mutual funds available primarily for BBH Private Wealth Management clients and other eligible investors.

Investing in securities that meet ESG criteria may result in the fund forgoing otherwise attractive opportunities, which may result in underperformance when compared to funds that do not consider ESG factors. A less favorable ESG profile may not preclude the Adviser from investing in a company, as the consideration of ESG factors is not more influential than the consideration of other investment criteria.


Shares of the Funds are distributed by ALPS Distributors, Inc.

Brown Brothers Harriman Mutual Fund Advisory Department (a separately identifiable department of Brown Brothers Harriman & Co.) provides investment advice to the Funds.

For more complete information, you can find a current prospectus for each fund in the documents table above.  You should consider the fund's investment objectives, risks, charges and expenses carefully before you invest. Information about these and other important subjects is in the fund's prospectus, which you should read carefully before investing.

The information on this website in no way constitutes an offer of Fund shares.

Shares of the funds have not been registered for sale outside the U.S. The funds generally do not sell shares to investors residing outside the U.S., even if they are U.S. citizens or lawful permanent residents, except to investors with U.S. military APO or FPO addresses. Brown Brothers Harriman & Co. sponsors UCITS Funds registered in the Grand Duchy of Luxembourg. These funds are available in certain jurisdictions. For more information please visit www.bbhluxembourgfunds.com.

NOT FDIC INSURED ● NO BANK GUARANTEE ● MAY LOSE VALUE

As of June 15, 2022 Internet Explorer 11 is not supported by BBH.com.

Important Information for Non-U.S. Residents

You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com

Disclaimer

 

By selecting this link, you are leaving the [BBH] website to visit a website
operated by Broadridge Investor Communications Services. Your use of that
website is governed by the Broadridge Privacy Policy and Terms and Conditions
posted on that website.



captcha image

Type in the word seen on the picture

I am a current investor in another jurisdiction