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Breckinridge’s latest announcements and events
Next Tuesday, April 16th, Breckinridge President Peter Coffin is joining the Clean Portfolio Project, Croatan Institute and other asset managers for a discussion about financing renewable energy across asset classes. Register to attend or watch via webinar.
In PRI’s latest fixed income case study, director of ESG research, Rob Fernandez, and senior analyst, Andrew Teras, discuss how we evaluate thematic bonds. This case study highlights our perspective as well as the issuer perspective from the MBTA.
On March 18th Rob Fernandez will participate in a panel discussion on ESG data and measurement. The Responsible Business Summit is a place for businesses to gather, share insights and “shape the future sustainability agenda.”
On November 15th Nick Elfner, head of corporate research, participated in a panel discussion hosted by the Japan Society of Boston. The panel aimed to tackle the issue of how corporations can create value for creditors, shareholders and stakeholders.
Breckinridge is proud to support The Task Force on Climate-related Financial Disclosures (TCFD) which aims to “help companies understand what financial markets want from disclosure in order to measure and respond to climate change risks, and encourage firms to align their disclosures with investors’ needs.” Their newly released 2018 report provides recommendations and frameworks to help companies develop more effective climate-related financial disclosures through their existing reporting processes.
Breckinridge was excited to contribute a case study on ESG and corporate fixed income to this report which aims to establish best practices and help investors better understand how they can integrate ESG into their portfolios.
Breckinridge is pleased to have taken part in the Green Bond Symposium held by the Milken Institute and the state of California Treasury Dept. earlier this year. The Symposium was aimed at expanding the green bond market and creating new funding for U.S. infrastructure needs. Tangible recommendations from the event are detailed in a new report.
Our Head of Municipal Trading, Ben Smelser, will participated in an upcoming SEC panel discussion on the Current State of Pre-Trade Transparency in the U.S. Municipal Securities Market. The SEC established the advisory committee “to provide a formal mechanism through which the Commission can receive advice and recommendations on fixed income market structure issues.” The meeting took place on July 16th.
Breckinridge honored by nonprofit organization B Lab as a top-scoring Certified B Corporation aiming to better society. Breckinridge scored in the top 10 percent on Customer and Governance scoring in the B Lab’s B Impact Assessment, an in-depth evaluation of a company’s impact on all its stakeholders.
Don’t miss Jeremy Jenkins from our consultant relations team as he discusses some current market trends and Breckinridge’s credit outlook at the Envestnet Advisor Summit.
Breckinridge was interviewed on our ESG integration process for this report commissioned by Japan’s Government Pension Investment Fund (GPIF). The World Bank and GPIF will also collaborate on other initiatives “that promote strategies for including environmental, social and governance criteria in investment decisions across different asset classes. Ultimately, the aim is to direct more capital towards sustainable investments.”
“Sizing Up Carbon Emissions,” by Rob Fernandez, was featured in the latest 'Know Your Impact' newsletter from muni broker dealer, Neighborly. The newsletter is a bi-monthly publication that seeks to raise awareness of key impact insights.
CECP is a CEO-led organization that works with over 200 of the world’s leading companies to advance business as a Force for Good in society. This new investor letter seeks to encourage long-term goals and value creation at their regular CEO Investor Forums. The forums provide a platform for CEOs to give investors a deeper understanding of companies’ plans for growth, strategy and risk.
Developed specifically for Breckinridge by Climate Central, this new quantitative, comparative tool will help Breckinridge analysts assess coastal flood risk within its existing ESG research frameworks.
