Sustainable Investing

A material impact area for our clients

Our Goal

Help our Private Banking clients articulate and realize their vision for philanthropy, sustainable investing, and values-based planning, while leveraging BBH resources to support broader education and awareness around sustainable investing.

As an advisor to private business owners, individual families, and endowments and foundations, BBH focuses on helping clients achieve sustainable outcomes as they deploy their resources to influence the issues important to them. We believe that ESG investing does not mean investors sacrifice returns, and values must drive a client’s socially responsible investment plan. Now, more than ever, values, definitions, and goals related to sustainable investing are a focus for many clients, but also highly personal. Since there’s no one-size-fits-all solution, we view sustainable investing not as a product, but as an approach.

To help clients navigate these complex decisions, BBH starts each relationship with a robust conversation about each client’s values and objectives. We then use those values as our guiding principles, advising our clients in their pursuit of thriving families, sustainable portfolios, and impactful philanthropy – according to their definition of success. We are committed to the evaluation of ESG factors as part of our investment research process in order to help us effectively assess the long-term sustainability and durability of our companies.

UN Sustainable Development Goal Alignment

Promote sustained, inclusive, and sustainable economic growth, full and productive employment, and decent work for all

Core Program Components

  • We take a bottom-up fundamental approach to investing, identifying businesses that have the potential to compound capital through market cycles and make effective management decisions that lead to strong governance, key stakeholder relationships, and excellent social practices.
  • We help clients realize socially responsible investment (SRI) mandates through portfolio customization, ongoing analysis, shareholder engagement, and integration of MSCI ESG Research data points through a sustainable portfolio optimization process.
  • We provide articles, presentations, and educational content to help explain how SRI and ESG criteria might be deployed in client portfolios.
  • Learn more about our approach to sustainable investing.

  • Our proprietary values-based planning framework helps clients uncover their values and use them to make decisions about how wealth is invested, saved, spent, and given away.
  • BBH’s Center for Women & Wealth engages women in the creation and management of wealth and fosters a dynamic and inclusive environment for conversations about family, wealth, and values.
  • Learn more about Values-Based Planning.

  • We strive to help clients become strategic philanthropists by defining the role of philanthropy in the client’s life and the estate plan, setting structure to maximize impacts, creating a framework for governance/administration, and crafting a strategic plan to design grants and measure impact.
  • We support the process by helping donors investigate innovative ways of structuring charitable activities, including hybrid vehicles.
  • Learn more about Philanthropic Advisory.
  • PRI

    BBH became a signatory in 2020

  • 100 %

    of third-party managers evaluated against ESG criteria in annual reviews

  • 25 %

    of new Capital Partners investments in companies that are substantially owned or led by a woman or BIPOC

  • 81 %

    of AUM managed by PRI signatories

  • 1,504

    client attendees to sustainability-related virtual events

  • 5th Anniversary

    BBH Center for Women & Wealth

Based on 2020 data

2020 Stewardship Report

We invite you to read our second annual Stewardship Report. This report represents our commitment to sustainability, the UN Sustainable Development Goals, and to accountability and transparency about our progress toward our goals.

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.

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

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

captcha image

Type in the word seen on the picture

I am a current investor in another jurisdiction