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2019 Company News

Breckinridge’s announcements and events from 2019

Breckinridge and Ceres Produce Case Study on Water Risk and Bond Analysis

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)

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Breckinridge Nominated for the 2019 CIO Industry Innovation Award

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!

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Join Us at the National Conversation on Board Diversity

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 Recognized as a 2019 “Best for the World” B Corp

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.

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Tim Coffin Joins the Sustainable and Responsible Capital Markets Forum

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.


James Spidle Spoke at Intellisight Conference

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.

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Breckinridge Tops BBJ’s List of Largest Independent Investment Advisers in MA

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)

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Peter Coffin Spoke at Clean Portfolio Investor Event

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.

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Breckinridge Provides Investor Perspective on Thematic Bonds for PRI Case Study

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.

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Director of ESG Research to Speak at Responsible Business Summit

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.”

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Previous Announcements

Read about company announcements and events from previous years