Breckinridge’s Christian Values customization can be applied to our sector-focused and multi-sector strategies and leverages our expertise in tailoring portfolio composition to meet specific investment objectives. The customization excludes municipal issuers sectored as hospitals or research institutes.1 For corporate bonds, this customization utilizes MSCI’s three-tiered Christian Values Screening methodology designed to reflect the range of values that Christian investors may consider when aligning their portfolios: Faith Essentials, Faith Plus, or Faith Conviction. Please reach out to learn more about this methodology.
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1. Municipal issuers screened based on Breckinridge sector or use of proceeds classification. Portfolio customizations are subject to approval and are assessed to determine compliance with acceptable parameters for Breckinridge strategies. In some circumstances, customizations may not be combinable and/or may require higher account minimums. Investment minimums are subject to Breckinridge’s discretion.
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.