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Breckinridge’s latest announcements and events
As ESG adoption continues to grow, water issues are becoming increasingly important factors for the investment community to consider. In this case study, Andrew Teras, Rob Fernandez and Robin Miller of Ceres explore methods for integrating water risk into corporate and municipal bond analysis. (Log-in required)
We are honored to be a finalist in the “ESG” category for the 2019 CIO Industry Innovation Awards which recognizes the most innovative firms in the institutional investment industry. We look forward to attending the Awards Gala with other nominees in December!
Breckinridge is proud to support 2020 Women on Boards 2019 National Conversation on Board Diversity. If you’re in the Boston area, don’t miss this important discussion on 11/21.
Breckinridge is a 2019 “Best for the World” honoree in the Customer, Governance and Changemaker categories. This means Breckinridge scored in the top 10 percent (20 percent for Changemakers) in these categories on the B Lab’s B Impact Assessment, an in-depth evaluation of a company’s impact on all its stakeholders.
Later this month, SVP and director of sustainability, Tim Coffin, will be speaking at GlobalCapital’s forum. He and other panelists will discuss the definition of “impact” and what it means for investors.
SVP and member of our consultant relations team, James Spidle, joined other experts for a panel discussion of ESG integration and impact investing and how each can add or detract value to a manager’s investment process.
With AUM at just over $38 billion as of June 30, 2019, Breckinridge is the largest of Massachusetts based advisers who reported to the Boston Business Journal’s list. (Requires subscription)
Breckinridge President Peter Coffin joined the Clean Portfolio Project, Croatan Institute and other asset managers for a discussion about financing renewable energy across asset classes.
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.”
