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Breckinridge’s latest announcements and events
After more than 30 years, Breckinridge founder and president, Peter Coffin, is set to retire effective June 30, 2024. Oggie Sosa, the firm’s chief investment officer since 2021, will be the newly appointed CEO upon Peter’s planned retirement, among other leadership changes.
Breckinridge expands its investment offerings to include high quality dividend equities, further advancing investors’ pursuit of income.
Congratulations to our team for winning the Environmental Finance's Sustainable Investment Awards 2022 Best sustainability reporting by an asset or fund manager: large (fixed income) for our 2021 ESG Issuer Engagement Report. These awards recognize asset managers, analysts and data providers incorporating ESG across all asset classes.1
Breckinridge is a winner of the Gramercy Institute’s ESG Marketing & Communication Awards! Our ESG Issuer Engagement Report was selected as the winner of the Content Marketing, Institutional/Business Audience-Targeted category.2
Breckinridge is excited to again be on the shortlist for the ESG Investing Awards “Best ESG Investment Fund: Fixed Income.”3
[1] Environmental-Finance.com is an online news and analysis service established in 1999 to report on sustainable investment, green finance and the people and companies active in environmental markets. These awards recognize asset managers, analysts and data providers incorporating ESG across all asset classes. They are based on manager data from the year prior to the submission date. There was no fee paid to enter.
[2] Founded in 2002 and based in New York, the Gramercy Institute (GI) seeks to “to provide insight and information to senior marketers from the world’s leading financial brand while honoring and sharing the industry’s very best practices.” The Gramercy Institute hosts more than 25 annual conferences, summits, forums, and award shows worldwide. GI also provides research, analysis, and consulting to the world’s top financial brands. The awards were based on data and content from the previous 18 months from the submission deadline of May 2022. Breckinridge paid a fee for the submission. Public announcement of the 2022 ESG Marketing & Communication Awards was on May 31, 2022 and can be found here: https://www.gramercyinstitute.com/2022-esg-winners.
[3] The ESG Investing Awards are the only awards devoted to assessing and evaluating the best companies involved in all areas of ESG investing across the globe. They are designed exclusively for banks, investment managers, research houses, ratings agencies, index and ETF providers and exchanges. Awards categories are assessed by a panel of independent judges comprising financial market professionals, academics and independent experts. For each award category there will be a shortlist of nominees from which the judges then choose the winning entrant. The award is based on manager data from 2021. There is no fee paid to enter. The shortlist was announced in December 2021.
