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2016 Company News

Breckinridge’s announcements and events from 2016

Breckinridge Selected to Sub Advise John Hancock ESG Core Bond Fund

Breckinridge firmly believes that all investors should have access to ESG investment opportunities. To that end, we are excited to partner with John Hancock to make our strategy available to a broader range of investors.

Press Release

Breckinridge Participates in NEPC Webinar: "Digging Deeper on ESG"

December 7, 2016 - Breckinridge is pleased to be participating in NEPC's webinar along with Actis and Generation Investment Management for a discussion on the fast-growing integration of ESG within investment strategies. We hope you can join us on December 13 at 11am EST.

West Coast Office Expands

December 1, 2016 - Breckinridge Capital Advisors is pleased to announce that Christina Lynch has joined the Consultant Relations team as Vice President. She will be based out of the San Diego office and work closely with the team in Boston to serve Breckinridge’s existing clients and further grow the firm’s presence on the West Coast. 

Press release

Ben Smelser Named to the MSRB’s Investor Advisory Group

November 21, 2016 - Ben Smelser, vice president and senior trader, has been selected for the board’s five-member Investor Advisory Group. The group meets throughout the year to assist the Municipal Securities Rulemaking Board (MSRB) on investor protection issues.

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Director of ESG Research Speaking on ESG Webinar with US SIF and CFA Institute

November 18, 2016 - Director of ESG Research, Rob Fernandez, is participating in a webinar next week hosted by US SIF and the CFA Institute. The speakers will cover a broad range of ESG investing issues highlighted in a US SIF report on sustainable investing.

Asset TV Interviews Breckinridge on Muni Markets and ESG

November 7, 2016 - AssetTV interviewed our co-head of Portfolio Management, Matt Buscone, and credit analyst, Kevin Lehman, on the latest updates in the municipal market. The discussion covers rate concerns, credit risks, ESG and potential election impacts.


Peter Coffin joins SASB’s Newly Formed Investor Advisory Group

October 24, 2016 - Having long recognized the importance of ESG in assessing credit risks and opportunities, Peter Coffin joined SASB’s Investor Advisory Group (IAG) as a founding member. In the formation of the IAG, SASB, Breckinridge and other leading asset owners and managers will encourage companies to disclose material ESG information and advocate for improving the quality and comparability of sustainability-related disclosure to investors.   

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Peter Coffin to Speak at CFA Institute Fixed Income Conference

October 19, 2016 - Breckinridge President and Founder will lead a discussion at this week’s CFA Institute Conference: Fixed Income Management 2016. His session, titled “What’s Next for Municipal Bonds?,” will explore the current municipal market environment and what it means for credit quality, security selection and portfolio structure. 

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Credit Research Team Reframes Analysis of Cities and Counties

October 3, 2016 - We have reframed our analysis of cities and counties to emphasize social progress. While the integration of ESG factors into our investment analysis offered useful insights on the sustainability profiles of the cities and counties in which we invest, we recognized that a more robust, forward-thinking framework was needed. This led us to a comprehensive framework redesign where we depart from our traditional ESG methodology and anchor our framework in the analysis of social progress.  In doing so, our goal is to identify cities and counties that are thriving both economically and socially.  

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Breckinridge Collaborates with MIT S-Lab on ESG Research

August 9, 2016 - As sustainability continues to gain momentum in the investment industry, we are excited to see more business schools integrating curriculum on ESG and impact investing. MIT Sloan School of Management’s S-Lab provides students with a unique opportunity to explore the connection between business, the environment and society. The S-Lab’s latest  student-led research project leveraged Breckinridge insights to investigate the relationship between ESG disclosure scores and corporate fixed income performance.

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Our Comments on the SEC's Business and Financial Disclosure Requirements

July 21, 2016 - We submitted comments on SEC’s April 2016 concept release for Regulation SK; the release is a part of an SEC initiative to review and improve disclosure requirements. Our comments focused on the reasons for integrating environmental, social and governance (ESG) issues into credit research; the importance of standardized reporting in evaluating sustainability; and our recommendations for meaningful disclosure requirements.

Full comments

McKinsey Features Breckinridge in Sustainable Investing Thought Piece

June 22, 2016 - Breckinridge’s innovative approach to ESG integration mentioned in McKinsey’s latest thought piece titled “Sustaining sustainability: What institutional investors should do next on ESG”. 

Full text

Breckinridge Signs PRI Statement on ESG in Credit Ratings

April 13, 2016 - As a member of PRI’s Fixed Income Engagement Sub-Committee and an advocate of the PRI’s efforts, Breckinridge has signed onto the organization’s “Statement on ESG in Credit Ratings.” The Statement calls for credit rating agencies to incorporate ESG into their credit analysis in a more systematic and transparent way.

Full statement

New Quarterly ESG Newsletter Launches

April 1, 2016 - Breckinridge launches “Sustainability Perspectives,” a quarterly newsletter featuring insights about our ESG integration approach, analysis of key industry developments and commentary on the core thematic issues within the sustainability and ESG space.

Read the newsletter

Paving the Way for Change: Our 2015 Corporate Sustainability Report

March 22, 2016 - Our latest CSR highlights Breckinridge’s approach to sustainability throughout the firm, including integration into its investment process, engagement and its corporate ESG performance in 2015.


Academic Article Cites Breckinridge's ESG Integration Process

February 9, 2016 - “Values and Value: University Endowments, Fiduciary Duties, and ESG Investing”  by University of Oregon Professor of Law, Susan N. Gary, discusses how the prudent investor standard has evolved to include the consideration of material environmental, social, and governance (ESG) factors as part of an overall investment strategy. The article cites Breckinridge’s investment case for fully integrating ESG into its research process. 

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Previous Announcements

Read about company announcements and events from previous years