- We support our asset manager clients by delivering post-trade Socially Responsible Investing (SRI) compliance reporting against filters specific to their SRI guidelines.
Our Goal
Engage with our clients and provide thought leadership to the market on ESG and related regulations and their impact on asset managers and banks. Provide solutions to ESG reporting requirements either directly, or through leading ESG solution providers.
BBH’s approach to supporting our clients’ ESG needs is informed by the many challenges asset managers face navigating the rapidly changing ESG landscape. Among these challenges is a lack of high-quality data, evolving standards and regulations, and shifting stakeholder expectations and demand for ESG investing. We are committed to supporting our clients in navigating these challenges as they address environmental and social issues in their investment processes. As part of our client engagement strategy, and supported by our Voice of Client research, we continue to engage and consult with our Investor Services client base to gather feedback so we can better understand how to support our clients’ ESG strategies. Through the course of many client discussions, we have discovered that there are three areas where we are best suited to aid our clients in achieving their ESG investment goals: fund administration, ESG reporting and data solutions, and client engagement and education.
Core Program Components
- We facilitate relationships between our clients and leading third-party ESG data providers through BBH Connectors to help support our clients’ ESG data needs as regulation, industry standards, and stakeholder expectations continue to evolve.
- We stay current on the ESG landscape globally and distill trends and regulatory updates into practical takeaways for our clients.
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.
Brown Brothers Harriman & Co. (“BBH”) may be used to reference the company as a whole and/or its various subsidiaries generally. This material and anyproducts or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and referencepurposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products.Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable taxregimes, or for promotion, marketing or recommendation to third parties. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed,and reliance should not be placed on the information presented. This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties,without the permission of BBH. Pursuant to information regarding the provision of applicable services or products by BBH, please note the following: Brown Brothers HarrimanFund Administration Services (Ireland) Limited and Brown Brothers Harriman Trustee Services (Ireland) Limited are regulated by the Central Bank of Ireland, Brown BrothersHarriman Investor Services Limited is authorised and regulated by the Financial Conduct Authority, Brown Brothers Harriman (Luxembourg) S.C.A is regulated by the Commissionde Surveillance du Secteur Financier. All trademarks and service marks included are the property of BBH or their respective owners. © Brown Brothers Harriman & Co. 2021.All rights reserved. FIRM-00486-2024-01-10