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, Will Queen
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.
College, University E&Fs Incorporate ESG Approaches in Response to Stakeholders
November 8, 2021 - Katie Sacharuk
Recent events suggest an evolution in fiduciary considerations to include additional financial and non-financial risks and rewards.
U.S. Catholic Bishops Reviewing Investing Guidelines, Asset Managers Paying Attention
November 8, 2021
News that the USCCB is reviewing its sustainable investing guidelines is prompting speculation that revisions may include additional context for ESG investing.
2021 Climate Summit Brings Pledges to Combat Climate Risk
July 1, 2021 - Robert Fernandez
At the Biden Administration’s virtual Climate Summit in April, world leaders from 40 countries gathered and several announced accelerated long-term targets to decarbonize their economies.
Justice Concepts Integrated in Administration’s Environmental and Climate Initiatives
July 1, 2021 - Nicholas Elfner, Adam Stern, Robert Fernandez, Andrew Teras
Members of our credit research teams discuss concepts of environmental justice (EJ) and climate justice (CJ) that are integrated in the Biden administration’s efforts.
Virtual Roundtables Bring Clients and Analysts Together
July 1, 2021 - Aimee Korch, Mitchel Syp
Two virtual roundtables exploring regional economies as they emerge from COVID-19 lockdowns also brought Breckinridge clients together with research analysts to explore relevant ESG issues.
Giving and Investing Trends Converge for More Powerful Philanthropy
April 28, 2021 - Ariana Polk
Donor-advised funds (DAFs) and environmental, social and governance (ESG) investment strategies are converging for greater philanthropic impact.
Sustainable Bond Innovations Spark Issuance, Boost Transparency
April 20, 2021 - Nicholas Elfner, Robert Fernandez, Will Queen
The sustainable bond market is benefiting from innovation that is expanding the availability and enhancing the transparency of debt issued to finance ESG progress.
Breckinridge Marks a Decade of ESG Integration in 2021
April 20, 2021 - Peter Coffin
As our experience and insights related to ESG investing have advanced, so to has the industry’s. Peter Coffin reflects on the past decade of ESG integration at Breckinridge.
Changed Power Structure in DC May Support Environmental Initiatives
April 1, 2021 - Robert Fernandez, Andrew Teras, Cara Early, Joshua Stein
The arrival of new leadership in the White House and Senate in Washington DC increases the likely elevation of the debate—and perhaps legislation and regulation—related to key environmental interests.
Engaging with the Tech Sector RE: Diversity, Equity, and Inclusion
March 8, 2021 - Abigail Ingalls, Robert Fernandez
Abi Ingalls and Rob Fernandez discusses key takeaways from their engagement calls with technology companies.
Podcast: Closing the Gender Gap
March 8, 2021 - Ruth Ducret, Abigail Ingalls, Dominica Ribeiro
Two senior research analysts and our former GWI intern have a conversation about women in the investment management industry.