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2017 Company News

Breckinridge’s announcements and events from 2017

Breckinridge Featured in PRI Fixed Income Engagement Case Study

We aim to invest in companies and municipalities that are particularly thoughtful and strategic in their approach to sustainability and clearly prioritize material ESG factors. Read more about why and how we engage with issuers in our PRI case study.

Read the case study

ESG Investing Across Multiple Asset Classes

Portfolio manager, Khurram Gillani, joined other John Hancock subadvisors on a webcast last month to discuss ESG investing and the different options that are available to investors. Click to register and view the replay.

Watch the replay

Breckinridge Joins Ceres in Release of First-Ever Toolkit for Managing Water Risks in Investment Portfolios

Breckinridge joins the sustainability nonprofit organization, Ceres, in releasing today the first-ever, comprehensive, online toolkit for investors to evaluate and understand water risks.

Read the press release  Download toolkit

Join Breckinridge & Other Local B Corps for an Evening of Discussion About Integrating Impact

On November 30th our director of human resources, Denise Thompson, will join other leaders from the Greater Boston B Corp Community to discuss the latest B Corp trends and how local businesses can have an impact over time. The event is open to the public.

Laura Lake Joins Breckinridge Capital Advisors

Breckinridge is pleased to announce that Laura Lake has joined the firm as senior vice president and director of investment strategy. Lake will serve on the firm’s Investment Committee which is responsible for setting investment strategy, asset allocation and sector weightings. In this new role, she will bridge the relationship between the firm’s investment teams and clients, advisors and consultants. The appointment builds on the firm’s deep-rooted commitment to client service, as Lake will strengthen communication of the firm’s vision, outlook and positioning.

Read the press release  Read Laura's bio

Breckinridge Website Wins W3 and Davey Awards

We are pleased to announce that our new website, designed in partnership with Fastspot, won the Davey Silver Award in the financial services category, and a W3 Silver Award in the professional services category. Both awards are judged by the Academy of Interactive and Visual Arts and received over 4,000 entries.

See Davey Winners  See W3 Winners

Breckinridge Included in 2017 Social Progress Index Report

We are honored to be highlighted and quoted in the 2017 Social Progress Index report for our innovative use of the SPI framework in evaluating cities and counties.

Read the report

Ceres Water Hub Members Discuss Water Risk

Director of ESG research, Rob Fernandez, sat down with Ceres to discuss how Breckinridge evaluates risks associated with water.

Watch the video

Breckinridge a Founding Member of the SASB Alliance

The SASB Alliance is a new membership program for organizations and individuals that support the need for more decision-useful, cost-effective sustainability disclosure. Breckinridge has long been a supporter of SASB and its mission and is excited to be a part of this new effort.

Learn more

President Peter Coffins Speaks at What Works 2017

Hosted by the Social Progress Imperative, What Works is a summit centered on creating positive change and advancing social progress. Peter’s panel, Betting on Social Progress, will discuss the latest in impact investing.

Read more

Breckinridge Publishes 2016 Corporate Sustainability Report

Our 4th annual corporate sustainability report is now available. Read more about our accomplishments for the year.

Read the report

Breckinridge Launches New Look

We are pleased to share a new website and an updated look for our collateral.

Press release

Previous Announcements

Read about company announcements and events from previous years