2015 Company News
Breckinridge’s announcements and events from 2015
Breckinridge Surpasses $1 Billion in Sustainable Strategy Assets
December 11, 2015 - Breckinridge’s growth in sustainable strategy AUM strongly signals that a wider swath of investors is shifting from “talk” to “action” in environmental, social and governance (ESG) investing.
Breckinridge Sponsors BSAS Sustainable Investing Seminar
November 16, 2015 - We are pleased to again support the Boston Security Analysts Society’s Sustainable Investing Seminar. As ESG becomes more mainstream, Breckinridge is committed to bringing together thought leaders to help advance the knowledge of key sustainability issues.
ERISA Bulletin Clears Path for Institutional ESG Investment
November 5, 2015 - Breckinridge recaps and responds to the October 22 announcement by the US Department of Labor of new language that clarifies that environmental, social and governance (ESG) factors can be valuable investment criteria for portfolios governed by the Employee Retirement Income Security Act of 1974 (ERISA). The DOL announcement is pivotal because of the historically high bar set by ERISA for fiduciary responsibilities.
Peter Coffin to speak at ICGN Conference
September 8, 2015 - Breckinridge President and Founder will join other industry leaders later this month for the annual International Corporate Governance (ICGN) Conference that will focus on priorities for global governance reform. On a panel hosted by Sustainalytics, Peter will discuss integrating ESG factors into investment considerations.
White Paper Featured in Journal of Applied Corporate Finance
August 11, 2015 - Breckinridge's white paper ‘ESG Integration in Corporate Fixed Income’ has been published in the most recent issue of Journal of Applied Corporate Finance. Authored by Rob Fernandez and Nick Elfner, the paper discusses Breckinridge’s integration of environmental, social and governance (ESG) analysis into its core research process and how it has impacted its investment decisions and ability to mitigate risk.
Breckinridge Announces West Coast Office
August 4, 2015 - Breckinridge Capital Advisors is pleased to announce the opening of its new office location in San Diego, California this September.
Tim Coffin to Moderate PRI Panel on ESG in Fixed Income
July 23, 2015 - At next week’s Principles for Responsible Investing (PRI) event, “Research, Innovation and Stewardship in Responsible Investment,” Breckinridge’s Tim Coffin will lead a panel discussion on ESG innovation in fixed income investing. He will join a series of experts that will present emerging and inventive approaches to responsible investing strategies.
Rob Fernandez Joins Boston Security Analysts Society Board
July 14, 2015 - Breckinridge is pleased to announce that its Director of ESG Research is the newest board member of The Boston Security Analysts Society (BSAS). Rob has over 11 years of credit research experience and has been integral in expanding Breckinridge’s environmental, social and governance research and analysis. BSAS is a non-profit investment professional society committed to promoting high ethical standards, best practices and professional development in the Boston investment community.
Breckinridge Becomes Official Member of Green Bond Principles
June 9, 2015 - Breckinridge is pleased to join the Green Bond Principles as a continuation of our commitment to sustainable investing. The Green Bond Principles are voluntary issuance guidelines that promote transparency, disclosure and integrity in the Green Bond market. Additional information on the principles, Green Bonds and other members is available on ICMA’s website.
Credit Research Directors Featured in Ceres/BlackRock ESG Engagement Guide
May 26, 2015 - Rob Fernandez and Nick Elfner, were invited to contribute to the BlackRock and Ceres guide on engaging with corporations on ESG issues. Their perspective on engaging as a fixed income investor, “Enhancing Credit Analysis Through Engagement,” is featured on page 23 of the guide titled, “21st Century Engagement, Investor Strategies for Incorporating ESG Considerations into Corporate Interactions.”
Kevin Lehman to speak on Investing for Impact Panel
May 12, 2015 - On June 23 join Breckinridge credit analyst, Kevin Lehman, for a panel discussion on sustainable investing and green bonds. Investing for Impact is a conference designed to help investment advisors understand the valuable resources available in the Sustainable, Responsible, Impact (SRI) investing space.
Patrick Araujo-Lipine to Speak on Local Sustainability Panel
April 29, 2015 - On May 6th, Wellesley College, the Sustainability Business Network and Sustainable Wellesley will host a panel of experts to discuss the financial benefits of sustainability. Breckinridge credit analyst, Patrick Araujo-Lipine, will discuss the value of integrating ESG analysis into fixed income credit research.
SMA Manager of the Year Award Names Breckinridge as a Finalist
April 23, 2015 - Envestnet and Investment Advisor magazine's 11th Annual Separately Managed Account (SMA) Manager of the Year Awards honor best-in-class SMA managers. Breckinridge is honored to be selected as an Impact Award finalist for our Intermediate-Term Tax-Efficient Sustainable Bond Strategy.
New Date Confirmed: Breckinridge Sponsored PRI Event
April 14, 2015 - Join us on April 30th for the Principles for Responsible Investing (PRI) “ESG in Fixed Income” event, which Breckinridge is co-hosting with the Federal Reserve Bank of Boston.
Breckinridge Takes Steps to Reduce Carbon Footprint
April 13, 2015 - Breckinridge just purchased 195,339 kilowatt hours (kWh) of renewable energy credits (RECs) to offset 100 percent of its estimated electricity use, and 307.96 metric tons of carbon offsets through Renewable Choice Energy.
B Corp Score Improves From Past Year
April 9, 2015 - We are pleased to announce that we have been recertified as a B Corporation and increased our B Score to 104, a six percent increase from 2013.
Breckinridge Releases 2014 Sustainability Report
April 7, 2015 - The report highlights Breckinridge’s approach to sustainability throughout the firm, including integration into its investment process, engagement and its corporate ESG performance in 2014.
On April 8th join Rob Fernandez for a CDP Webinar
April 2, 2015 - Join CDP's upcoming webinar, "Climate change: A challenge for bond analysts", where Vice President Rob Fernandez will discuss the risks climate change can present for municipalities and municipal bond investors and how analysts can assess the impacts.
Heather Young Joins Credit Research Team
March 31, 2015 - Breckinridge Capital Advisors is pleased to welcome Heather Young as Vice President of Corporate Research. She will cover investment grade bond issuers within telecommunications, media and technology, as well as consumer cyclicals and transportation sectors.
Portfolio Management Team Expands
March 17, 2015 - Breckinridge Capital Advisors is pleased to announce that Jeffrey Glenn has been promoted to the firm’s portfolio management team. Jeff joined Breckinridge in 2012 as a trader bringing 15 years of investment experience.
Ceres Water Risk Integration Handbook Quotes Rob Fernandez
Rob Fernandez, Vice President of Credit Research at Breckinridge, contributes his perspective on how to improve ESG and water risk integration in Ceres' most recent Investor Handbook.
CDP Releases White Paper Sponsored by Breckinridge
February 18, 2015 - CDP partnered with Breckinridge to produce it's latest white paper "How CDP Data Can Inform Investors about Risk and Opportunities in U.S. Municipal Bonds". The paper highlights how the data CDP is collecting from cities on climate change adaptation and mitigation efforts could be useful from a credit perspective.
Breckinridge Sponsoring Upcoming UN PRI Event
January 15, 2015 - Breckinridge is sponsoring the upcoming UN PRI event "ESG Materiality in Fixed Income" on Feb. 10th at the Boston Fed. The event will present recent research on how addressing ESG factors in fixed income can enhance performance and mitigate risk. Massachusetts Treasurer-Elect Deb Goldberg will keynote. Registration is currently open.