Technology Innovations

Breckinridge’s integrated operating system houses all of our proprietary software, seamlessly weaving together all of our custom technological solutions. The system spans the firm, serving portfolio management, trading and research and operations, enabling a more unified, collaborative investment process.

Our proprietary rules engine enables Breckinridge to invest portfolios to the exact specifications of client guidelines and strategy parameters. The engine continuously tests portfolios from a variety of standpoints (duration, maturity, sector weightings, etc.) and alerts our portfolio managers in real-time should any portfolio fall outside of coded rules.

Breckinridge’s advanced trading technology combines decades of market experience with modern, scalable trading infrastructure. This technology enables our team to more effectively match opportunities with individual portfolios, at scale. By leveraging direct connections to dealer inventories, active market data feeds, and proprietary valuation methodologies, we are able to take advantage of more opportunities across the market. These capabilities are integrated with our internal credit opinions, portfolio guidelines, and tax-aware constraints, allowing us to monitor opportunities on an ongoing basis while remaining focused on tax efficiency and client-specific objectives.

Breckinridge’s internally developed credit scoring engine provides our research team with an incredibly robust and flexible platform to automate the assessment of material data points and factors to more effectively identify salient credit trends, establish preliminary credit views and generate internal ratings. The highly flexible engine has enabled our wide breadth in covering investment grade issuers within our universe.

Breckinridge leverages a mix of proprietary software and vendor platforms to make account management as streamlined as possible. These systems cover account setup, cash reconciliation, trade settlement, performance analysis, an online client portal and client reporting.

Breckinridge’s Information Technology team is committed to preserving business continuity and protecting firm data. Our mission-critical systems are housed in two datacenters in separate geographical locations. These datacenters connect to our Boston and San Diego offices through a redundant private fiber network. Each datacenter is capable of supporting full operations in the event of a major systems failure. We also regularly monitor information security framework best practices and continue to strengthen controls and procedures to minimize the risk of data loss or breach.