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, Christopher Woodward, 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 - Christopher Woodward
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.
Integrating Diversity, Equity and Inclusion into the Investment Process
June 24, 2020
In our latest perspective, we discuss our view on how looking at DEI factors during our investment process can help mitigate risk.
Theme-based Engagement Adds Important Insights
June 24, 2020 - Robert Fernandez, Andrew Teras
Breckinridge’s engagement program, both for general ESG and theme-based discussions, helps analysts to identify ESG leaders and laggards within sectors or industries.
The COVID-19 Crisis and Its impact on Social Issues for Corporations and U.S. Cities
June 24, 2020 - Nicholas Elfner, Robert Fernandez, Michael Bonanno
The COVID-19 crisis had a swift and severe impact around the world. We find significant impact in two corporate social issues and two key social issues for U.S. cities.
Choosing to ‘B’ a Force for Good
June 18, 2020
How does being a certified B Corp and a Massachusetts-registered Benefit Corporation drive us to be more competitive and resilient?
Prejudice in America and Improving Ourselves
June 2, 2020 - Peter Coffin
Peter Coffin discussed with Breckinridge employees the killing of George Floyd and the violent protests that followed.
The Trend (In ESG) Is Your Friend
April 17, 2020 - Timothy Coffin
Recent Intentional Endowment report on performance among educational endowments is a positive indicator for current trends on sustainable investing.
Fossil-Fuel-Free Investing: Process and Perspective
April 16, 2020 - Robert Fernandez
For a variety of reasons, corporate bond investors often wish to restrict investment in companies with fossil fuel reserves.
COVID-19 Crisis, Corporate Bonds and ESG Implications
April 7, 2020 - Nicholas Elfner, Robert Fernandez
What does the COVID-19 pandemic mean for corporate bonds and ESG investing?
Climate Risk: Not Just for the Energy Sector
March 27, 2020 - Joshua Perez, Joshua Stein
Like many ESG factors, the relevancy of climate risk to any specific sector or industry may vary.
Long-Term Climate Change Risks and Muni Bond Analysis
March 27, 2020 - Michael Bonanno
Breckinridge believes that municipalities that are conscious of sustainability and related ESG issues are likely to carry less risk over the long term.