Breckinridge Marks One Year as Signatory To Net Zero Asset Managers Initiative
January 24, 2023 - Robert Fernandez, Timothy Coffin
In the year since signing NZAM, Breckinridge has marked progress on the development of a bottom-up corporate issuer and alignment assessment and an engagement program to support NZAM commitments.
ESG Factors Allowed as Fiduciaries Consider Retirement Plan Options
January 6, 2023 - Robert Fernandez, James Spidle
Breckinridge supports the DOL’s decision to allow the consideration of ESG factors by retirement plan fiduciaries.
In 2022, ESG Perspectives Range from Political to Practical and Points in Between
October 3, 2022 - Ognjen Sosa, Robert Fernandez
The role of ESG analysis in investing is gaining increased focus across politics, regulations, and investments in 2022. Responding to detractors, practitioners are reasserting ESG research and investing fundamentals.
Breckinridge supports GHG accounting standard commitment
October 3, 2022 - Robert Fernandez, Joshua Perez, Evan Lassow, Joshua Stein
As a new member of the Partnership for Carbon Accounting Financials (PCAF), Breckinridge deepens its commitment to consistently measuring and disclosing financed greenhouse gas (GHG) emissions.
Is it time to go back to school on K-12 public school credit fundamentals?
September 28, 2022 - Adam Stern
Probably not. But decreasing enrollment and an uptick in school choice are trends worth monitoring.
Climate-Smart Budgeting Can Help Municipalities Finance Near- and Long-Term Climate Resilience
September 19, 2022 - Ruth Ducret
Breckinridge sees alignment between Dr. Whittington’s work on climate-smart capital planning and its own analysis of the risks that municipalities face from a changing climate and mitigation.
There's Nothing Passive About Net Zero in Fixed Income
September 19, 2022 - Joshua Perez
Our analytical and actively managed approach to a net zero mandate, in our view, combines three key elements that are essential to reaching net zero goals.
Harnessing Choice in Fixed Income Investing
July 20, 2022
In the same way that some equity investors object to owning or profiting from companies deemed at odds with their moral compass, a growing number of bond investors want to tie their capital to issuers that share their values.
Breckinridge Enhances Client Reporting for Sustainable Muni Bond Portfolios
July 1, 2022
The new reports should improve transparency and clarity about holdings for investors with regard to certain material ESG factors.
SEC Proposes Climate-Related Reporting Requirements
July 1, 2022 - Robert Fernandez
Breckinridge, in a comment letter to the SEC, highlighted key priority areas in the proposed rule that it supports.
Updated Local Government Research Framework Marks Latest Advancement of ESG Analysis in the Sector
July 1, 2022 - Andrew Teras, Michael Bonanno
Breckinridge’s updated sustainability framework for local municipalities enhances our analysts’ ability to evaluate ESG factors for municipal bond issuers.
Fossil-Fuel-Free Investing: Process and Perspective
April 11, 2022 - Robert Fernandez
For a variety of reasons, corporate bond investors often wish to restrict investment in companies with fossil fuel reserves.
Corporations Sign Net Zero Pledge, But Can They Back It Up?
April 1, 2022 - Jeffrey Glenn, Joshua Perez, Joshua Stein
Net zero pledges may be considered a credit positive, but it is also important to understand the ability of corporate bond issuers to achieve their net zero goals.
Latest IPCC report underscores urgency of climate action for investors and businesses
April 1, 2022 - Robert Fernandez, Andrew Teras
The IPCC report released in February 2022 has the most detailed look yet at physical threats posed by global warming.
Sustainable Bond Issuance Is Growing Across Bond Market Segments
April 1, 2022 - John Bastoni, Matt Corn, Ruth Ducret, Nicholas Elfner
Even in a year of subdued bond issuance, managers are finding opportunities in the sustainable bond markets, thanks to investor appetite for bonds with sustainable labels.
Through their transitions, higher education E&Fs lend to net zero trend
March 18, 2022 - Timothy Coffin
As colleges and universities announce commitments to carbon neutrality, how should we consider the connection between capital assets and financial assets?
Breckinridge Aligns Investments, Operations with Women’s Empowerment Principles
March 4, 2022 - Dominica Ribeiro, Ognjen Sosa
As a WEP signatory, Breckinridge formally signed a CEO statement of support that demonstrates commitment to advancing gender equity and women’s empowerment in the workplace, marketplace, and community.
The Case for Gender Lens Investing
March 4, 2022
Gender-lens investing continues to grow based on the correlation of diversity and financial performance.
Building the Infrastructure to Support Bridges to Opportunities
February 4, 2022 - Dominica Ribeiro
In honor of Black History Month, Breckinridge CMO, Dominica Ribeiro, spoke with UNCF’s vice president, Diego Aviles about the UNCF Lighted Pathways Scholarship & Internship Program.
PFAS—Forever Chemicals: Implications for Municipal and Corporate Bond Market Participants
January 7, 2022 - Andrew Teras, Joshua Perez
Much like the science and health implications that surround them, municipal bond issuers and investors are still developing their perspectives on risks associated with PFAS.
Updated Global ESG Reporting Standards Move Toward More Consistency
January 3, 2022 - Robert Fernandez
Issuers of securities, investors, consumers, and regulators have expressed the need for more consistent environmental, social, and governance (ESG) reporting rules.
COP26 Marks Progress and Highlights More Work Ahead on Climate Change
January 3, 2022 - Ognjen Sosa
While world leaders struggled to agree on coordinated global efforts to control and measure the effects of climate change, actions were agreed to by almost 200 countries that attested to continued progress.
Regulatory and Legislative Reporting Initiatives Target Better ESG Disclosure
January 3, 2022 - Robert Fernandez, Nicholas Elfner, Abigail Ingalls, Joshua Perez, Brian Garcia, Joshua Stein, Evan Lassow
Regulations related to enhanced ESG disclosure are being discussed and examined in the U.S. as well as the European Union.
USCCB Updates Investing Guidelines to Address ESG Principles, Fossil Fuels, and Engagement
December 6, 2021
The USCCB approved updated guidelines governing financial investment that, for the first time, integrate explicit ESG principles, including fossil fuels.