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Corporate Sustainability

At Breckinridge, sustainability is a key strategic priority. We believe companies that create value for all are more competitive and resilient over the long term.

Well aligned with our mission and core values, we’ve made commitments to:

  1. Consider all stakeholders through our Benefit Corporation designation.
  2. Practice transparency and accountability on our sustainable impacts through our B Corp certification1  and reporting to GRI, SASB Standards, and TCFD.
  3. Invest responsibly as a signatory to stay aligned with the Principles for Responsible Investment (PRI).

Breckinridge has a long-standing Sustainability Committee that supports management and the Director of Corporate Sustainability in their oversight of these commitments. The Committee, supported by executive leadership and our Board of Directors, looks to reduce the organization’s carbon footprint, deepen community support, and improve firm culture around sustainability initiatives.

Our Core Values

We put clients first.

We prioritize delivering exceptional service and long-term investment outcomes that align with our clients’ goals and values.

We have an eye on the future.

We anticipate emerging trends and integrate forward-looking insights to build resilient strategies for tomorrow’s challenges.

We are better together.

We cultivate a collaborative culture that harnesses diverse perspectives and shared expertise to achieve greater impact for our clients and communities.

We are always improving.

We embrace continuous learning and innovation to refine our processes, deepen our sustainability integration, and enhance the quality of our work.

We are making a difference.

We strive to create meaningful, measurable impact by aligning our investment approach with priorities that matter.

Corporate Giving & Volunteering

5%
of Pre-Tax Profits Donated Annually*
$6.3M
Cumulative Giving 2003-2025
$3,000
Donation Match Per Employee
3
Days of Annual Employee Volunteer Allocation
816
Hours Volunteered in 2025
7,316
Hours Volunteered Since 2012
5%
of Pre-Tax Profits Donated Annually*
$6.3M
Cumulative Giving 2003-2025
$3,000
Donation Match Per Employee
3
Days of Annual Employee Volunteer Allocation
816
Hours Volunteered in 2025
7,316
Hours Volunteered Since 2012

Community Outreach

An integral component of our strategy is our engagement within the communities where we live, work and invest. Philanthropy, sustainability-aligned giving, and volunteerism form the foundation of our community engagement efforts. Breckinridge continuously fosters deep employee involvement in our charitable and volunteer activities. Annually, we aim to donate a portion of our pre-tax profits, run a nonprofit grant program, and offer employees a donation matching benefit and time off to volunteer.

Corporate Sustainability Report

Our annual Corporate Sustainability Report documents our ongoing efforts to achieve greater sustainability in our business. Read our 2024 report to see how our actions reaffirm our aspiration to create public benefit for all our stakeholders.

2024 CSR

1In order to achieve B Corp certification, a company must complete the B Impact Assessment and Disclosure Questionnaire and then get verified by an analyst from B Lab Global. B Corps must be recertified every three years and pay an annual fee. https://www.bcorporation.net/en-us/certification

*Beginning in 2025, Breckinridge is donating 5% of pre-tax profits annually. Previously, representing the period between 2003-2024, we committed to 1% of gross revenue annually.