The content on this website is intended for investment professionals and institutional asset owners. Individual retail investors should consult with their financial advisers before using any of the content contained on this website. Breckinridge uses cookies to improve user experience. By using our website, you consent to our cookies in accordance with our cookie policy. By clicking “I Agree” and accessing this website, you represent and warrant that you are agreeing to the above statements. In addition, you have read, understood and agree to the terms and conditions of this website. The content on this website is not intended for use or distribution outside of the U.S.

Home

Forward-Looking Fixed Income Investing

EXPLORE OUR INVESTMENT CAPABILITIES

Connection Icon

Multi-Sector

Investing across a variety of investment grade bond sectors—benchmarked against Bloomberg U.S. Government/Credit or U.S. Aggregate Indexes.

Connection Icon

Sector Focused

Investing predominantly in municipal and government bonds—benchmarked against Bloomberg Municipal Bond or Managed Money Indexes.

Connection Icon

Sustainable

Emphasizing ESG performance by targeting issuers with above average and improving ESG profiles as well as values-aligned solutions.

2020 Corporate Sustainability Report

The year 2020 was one of uncertainty in many respects. Our 2020 Corporate Sustainability Report highlights work we have undertaken during the year as defined by enduring truths that guide us as a company, as employees and as members of our communities. This report offers an overview of our approach and commitment to sustainability both in our investment process and business operations.

 

OUR LATEST THINKING

2021 ESG Issuer Engagement Report

We view climate change as a risk multiplier for corporate, municipal, and securitized bonds. Our 2021 Issuer Engagement program focused on exploring the material physical risks of climate change and its pervasive dimensionality across sectors.

Breckinridge Expands Distribution to Europe

We are excited to announce our plans to expand distribution to institutional investors in Europe. Our ESG integration approach allows us to address specific concerns of European investors surrounding net zero.

Investment Grade Without ESG Isn’t Really Investment Grade

Data from our study with Greenwich Associates suggests that investment grade fixed income is an ideal place for institutional investors to begin integrating ESG into their investment portfolios.

INNOVATION DRIVEN BY

Our People

Jeffrey Glenn

Co-Head, Portfolio Management, oversees multi-sector portfolio management and sits on the Investment Committee.

When clients think of Breckinridge, I think they value that we have stayed true to our investment philosophy since our founding 20 plus years ago.

Meet Jeffrey

Adam Stern

Co-Head, Research, leads the firm’s municipal research efforts and sits on the Investment Committee.

First and foremost, my role is to help our clients’ protect their capital. At Breckinridge, we are managing clients’ “safe” money, and we take that obligation very seriously.

Meet Adam

Andrew Teras

Director, Municipal Research, analyzes state and local government issuers, and covers the tax-backed, transportation and public power sectors.

Our research team is the first line of defense in managing and monitoring risks for our investments.

Meet Andrew

Get to know Breckinridge.

Meet the team

STAY INFORMED WITH OUR LATEST

Insights