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Investment Grade Without ESG Isn’t Really Investment Grade

New research conducted with Greenwich Associates illustrates that institutions are using ESG in investment grade fixed income more than any other asset class.

Data from our study with Greenwich Associates suggests that investment grade fixed income is an ideal place for institutional investors to begin integrating ESG into their investment portfolios. In fact, high grade bonds and environmental, social and governance (ESG) are such a good match that investors should consider investment grade fixed income as a foundational asset class for the broader integration of ESG into their organizations and investment processes.

Investment Grade Without ESG Isn’t Really Investment Grade

In this report, we examine how institutional investors view investment grade fixed income and ESG in the context of investment portfolios, which in recent months have endured the market volatility and disruptions caused by the COVID-19 crisis, as well as widespread social and political unrest.

Webinar

We hosted a webinar with Greenwich Associates on Tuesday March 23, 2021 at 2pm EST. Peter Coffin, Jeff Glenn, Andrew McCollum and Moderator Dominica Ribeiro reviewed the key conclusions drawn from the results of our study of 80 midsize institutional investors.

Key Highlights Video

Chief Marketing Officer Dominica Ribeiro discusses some of the most important findings from our research.

Breckinridge commissioned Greenwich Associates to conduct this survey. Greenwich Associates gathered, reviewed and analyzed the data received to produce the final results presented in this report. Breckinridge participated in the design and development of the questionnaire and respondent selection criteria. Information contained in this report is subject to change and may be superseded by subsequent market events or other reasons. Breckinridge does not represent that any of the information is timely or complete, and it should not be relied upon as such. Please refer to the full report on www.breckinridge.com for more information about the study.