We work with advisors and consultants. Our goal is to customize portfolios that appropriately align with each client’s objectives, risk tolerances, liquidity needs, and mission and values without compromising portfolio integrity.
CUSTOMIZING INVESTMENT STRATEGIES FOR CLIENTS
Customization is key for investors who seek to align their investments with their values. A separate account5—through which the investor owns each security held—offers a key advantage in our efforts to customize portfolios when compared to collectively owned investment portfolios like mutual funds and exchange-traded funds (ETFs). We maintain robust systems to accommodate a wide range of customizations while seeking to keep portfolios in line with investment strategies.
Breckinridge Values-Based Customizations for Most Fixed Income Portfolios6
Our portfolios can be customized to a range of ESG and sustainability criteria. We are committed to the continuous innovation and evolution of the proprietary systems that allow us to tailor client portfolios. In this way, we can continue to offer clients a high level of customization at competitive fees.
[5] Separate accounts are not suitable for all investors. Mutual funds and ETFs may offer lower account minimums or lower management fees.
[6] Certain customizations are only available for sector-specific strategies while certain others are available only on multi-sector strategies. For more information, contact Consultant Relations at cr@breckinridge.com.
[7] MSCI ESG Carbon Metrics provides oil, gas and coal reserves and emissions data.
[8] The United States Conference of Catholic Bishops published its Socially Responsible Guidelines to help Catholic investors fulfill “religious mandate and fiscal responsibilities.”
[9] For more information on the Women’s Empowerment Principles, please see http://weprinciples.org.