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, Alriona Costigan, 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.
The Future Benefit of Gender Lens Investing
March 8, 2021 - Abigail Ingalls, Dominica Ribeiro
Abi Ingalls, senior research analyst, spoke with CMO Dominica Ribeiro, about the state of gender lens investing (GLI).
Blackouts Illuminate Pursuit of Renewables, Reliability Among California’s Municipal Utilities
January 5, 2021
High temperatures, scorching winds, wildfires and rolling power blackouts in 2020 showed that California publicly own electric utilities face a dual challenge: providing reliable power to customers while pursuing state mandates for renewable, carbon-free electricity generation.
Breckinridge Sharpens ESG Focus on Affordable Housing Bonds
January 5, 2021 - David Stenhouse
A dedicated housing framework developed in 2020 strengthened Breckinridge’s environmental, social and governance (ESG) evaluation of bonds targeting affordable housing in the U.S.
Expanded Engagement Initiatives Add Value in Tumultuous 2020
January 5, 2021 - Robert Fernandez, Andrew Teras
The information discovered during more than 100 meetings with bond issuers, as well as subject matter experts, explored best practices in sustainability as corporations and municipalities are increasingly integrating ESG considerations into their operations.
Climate Investing: View Our Latest Climate Investing Insights
September 24, 2020
View our latest climate investing insights
Could pandemic-related trends shift the fossil-fuel paradigm?
September 14, 2020 - Joshua Stein
Beyond 2021, the outlook for oil demand remains highly uncertain.
Engagements Affirm Largest U.S. Banks’ Climate-Transition Plans
September 14, 2020 - Nicholas Elfner
Engagement discussions this year with U.S. banks have revealed a sustained commitment to climate risk management.
ERISA and ESG: ESG, Sustainability Are Integral to Research
July 9, 2020 - Robert Fernandez, James Spidle
Our belief is that a thoughtful and forward-looking assessment of risk would be incomplete without the inclusion of material ESG factors.