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Company News

Breckinridge’s latest announcements and events

Best of Show: Asset Management Marketing Awards

Congratulations to our marketing team for winning the Gramercy Institute’s Single-Country Content Marketing B-2-B award and the Best-of-Show award for our Climate Change Risk campaign.

ESG Investing Awards 2022: Shortlist

Breckinridge is excited to again be on the shortlist for the ESG Investing Awards “Best ESG Investment Fund: Fixed Income.”

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Winner: Financial Content Marketing Awards

We are excited to share that Breckinridge is a winner of the Gramercy Institute’s Financial Content Marketing Award! Our digital brand awareness campaign was selected as the B-to-B winner for asset management.

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2021 Issuer Engagement Report

Our 2021 ESG Issuer Engagement Report is now available! Most issuers we spoke to across corporate and municipal bond sectors have come to recognize the operational risks associated with climate change. Nevertheless, we found that they are still in the early stages of defining and setting strategies to mitigate, adapt to or become more resilient to the risks.

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Breckinridge Expands Distribution to Europe

We are excited to announce our plans to expand distribution to institutional investors in Europe. As climate change continues to be at the forefront of ESG commitments, our ESG integration approach allows us to address specific concerns of European investors surrounding net zero.

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B Corp Best for the World 2021

We’re proud of achieving B Corp Best for the World 2021 for Governance! Governance affects all of our stakeholders, and through incorporating the B Corp values into our governing practices, we’ve managed to score in the top 5% of all B Corps across the globe in this category on our B Impact Assessment.

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Oggie Sosa Joins Breckinridge as CIO

We are pleased to announce that we have hired Oggie Sosa as Chief Investment Officer at Breckinridge. Oggie’s experience as an investment team leader, portfolio manager, and top-down capital markets analyst complement our firm’s established strengths, including our decade-long commitment to ESG.

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Breckinridge Partners with UNCF’s Lighted Pathways Program

We are excited to be partnering with UNCF to help create a pathway for talented HBCU and other students of color to our industry.

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Investment Marketing and Innovation Awards 2021

We are excited to be on the short list for ‘Content Marketing Campaign of the Year – Institutional’

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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.

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Breckinridge Signed on to America Is All In

Building on our previous commitment to We Are Still In, we join other signatories in a pledge to support policies that seek to address the climate crisis.

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Breckinridge Marks a Decade of ESG Integration in 2021

Peter Coffin, looks back at 10 years of ESG integration at Breckinridge. Over the past decade, sustainability concepts that we think are integral to ESG analysis have been expanded to influence our daily operations and corporate culture.

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New Report: Investment Grade Without ESG Isn't Really Investment Grade

We are excited to share our new report that evaluates research, conducted by Greenwich Associates, on 80 midsize institutional investors. In the report we review why ESG and high grade bonds are such a good match and other key findings.

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Breckinridge Recognized as One of the Best Fixed Income Funds in 2021 ESG Investing Awards (Runner-up)

We are pleased to announce that the 2021 ESG Investing Awards has recognized Breckinridge as a top fund in its category of Best ESG Investment Fund: Fixed Income. These awards identify and reward the best companies involved in all areas of ESG investing across the globe, celebrating the best in research, ratings, funds and products.

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