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Environmental Customization

  • Benchmark Bloomberg Intermediate US Gov/Credit

Breckinridge’s Environmental customization can be applied to our government credit strategies and leverages our expertise in tailoring portfolio composition to meet specific investment objectives. The customization selectively invests in corporate issuers with above average and/or improving performance on environmental issues such as energy efficiency, climate change mitigation and toxic emissions.

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There is no guarantee that the strategies or customizations will achieve their objectives, lower volatility or be profitable. Client-driven modifications and customizations are subject to review and approval. Some modifications and customizations cannot be combined and/or require higher account minimums. All investments involve risk, including loss of principal. Diversification cannot assure a profit or protect against loss. No investment or risk management strategy can guarantee positive results or risk elimination in any market. Investments in values-aligned customizations are subject to proportionately higher exposures in certain types of risks.