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ESG Newsletter

ESG

Enhancing Portfolio Resilience Amidst Climate Change

By Joshua Perez

The net zero transition is underway, and the immense size of commitments and spending alone requires investors to evaluate its impact on the global economy, financial markets, and corporate finance.

ESG

In Evaluating Risks from Weather Extremes, Insurers and Bond Investors Share Strategies and Goals

September 18, 2023 - Robert Fernandez, Joshua Stein

P&C insurance companies and bond investors find common approaches to integrate climate risk into their investment options.

ESG

Using Muni SMAs to Assist Climate-Vulnerable Communities

September 18, 2023 - Erika Smull

Breckinridge’s new Climate Vulnerability Customization allows investors to allocate capital to climate-vulnerable communities in a data driven manner.

ESG

Breckinridge Contributes to New Green Bond Disclosure Guidelines

July 3, 2023 - Ruth Ducret

Within the municipal bond market, there is the opportunity for greater issuance of labeled bonds given the often positive environmental and social impact inherent in these projects.

ESG

Elevating Biodiversity’s Profile Reveals Interrelationships with Climate Risks

July 3, 2023 - Robert Fernandez

The Global Biodiversity Framework signing at the UN’s December 2022 COP 15 conference elevated the profile of biodiversity.

ESG

CFA Institute ESG Standards Address Investment Product Disclosure Practices

April 3, 2023 - Robert Fernandez

The institute’s standards are intended to address a broad range of ESG practices and approaches.

ESG

Investors’ Scrutiny of Water Risks Should Not Dry Up

April 3, 2023 - Erika Smull

Drought, water supply shortages, and regulatory risks bear monitoring.

ESG

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

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.

ESG

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.

ESG

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.

ESG

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.

ESG

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.

ESG

Updated Local Government Research Framework Marks Latest Advancement of ESG Analysis in the Sector

July 1, 2022 - Michael Bonanno

Breckinridge’s updated sustainability framework for local municipalities enhances our analysts’ ability to evaluate ESG factors for municipal bond issuers.

ESG

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.

ESG

Latest IPCC report underscores urgency of climate action for investors and businesses

April 1, 2022 - Robert Fernandez

The IPCC report released in February 2022 has the most detailed look yet at physical threats posed by global warming.

ESG

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.

ESG

PFAS—Forever Chemicals: Implications for Municipal and Corporate Bond Market Participants

January 7, 2022 - 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.

ESG

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.

ESG

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.

ESG

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.