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ESG Newsletter

ESG

Sustainable Bond Issuance Has Remained Solid While Some Sectors are Seeing Divergence

By Robert Fernandez, Ruth Ducret

Breckinridge has followed the developments of the sustainable bond market for over a decade.

ESG

Breckinridge’s Approach to Managing Portfolio Corporate Climate Transition-Risk Exposure

October 1, 2024 - Timothy Coffin, Khurram Gillani, Joshua Perez

Investors seeking to express climate-related investment views have more choices today, as there are a variety of approaches ranging from full divestment of the energy sector to emissions reduction pathways with the goal of achieving net zero emissions over time.

ESG

California’s FAIR Plan and Potential Implications for State and Local Municipal Bonds

July 1, 2024 - Ruth Ducret

The voluntary insurance market and state and local governments seek to adapt and increase resiliency in the face of a changing climate.

ESG

Sustainability Frameworks Shaping Breckinridge Credit Research Enhanced, Newly Launched

July 1, 2024 - Robert Azrin, Michael Bonanno, Matt Corn

Sustainability frameworks help to shape the work of Breckinridge security analysts as they assess the credit worthiness of corporate and municipal bonds.

ESG

SEC Releases Financial Climate Disclosure Rule, Marking Progress Amid Opposition

April 1, 2024 - Robert Fernandez

After two years of development the Securities and Exchange Commission (SEC) released new disclosure requirements related to climate change.

ESG

Enhanced Breckinridge Water/Sewer Sustainability Framework Flows From Continuous Improvement Focus

April 1, 2024 - Michael Bonanno, Ruth Ducret, Erika Smull

Breckinridge enhanced and updated its municipal water/sewer sustainability framework, reflecting a commitment to continuous improvement in investment research.

ESG

A More Comprehensive, Climate-Aware Investing Strategy

January 2, 2024 - Peter Coffin

Our investment premise, briefly stated, is that companies on the pathway to net zero emissions are positioning themselves to thrive over the long term.

ESG

International Sustainability Standards Board Issues First Two Reporting Standards

January 2, 2024 - Robert Fernandez, Joshua Stein

The ISSB issued new standards for securities issuers reporting on sustainability and climate risks as they relate to their businesses.

ESG

Enhancing Portfolio Resilience Amidst Climate Change

September 18, 2023 - Joshua Perez

The net zero transition is underway, and the immense size of commitments and spending alone requires investors to evaluate its impact on the global economy, financial markets, and corporate finance.

ESG

In Evaluating Risks from Weather Extremes, Insurers and Bond Investors Share Strategies and Goals

September 18, 2023 - Robert Fernandez, Joshua Stein

P&C insurance companies and bond investors find common approaches to integrate climate risk into their investment options.

ESG

Using Muni SMAs to Assist Climate-Vulnerable Communities

September 18, 2023 - Erika Smull

Breckinridge’s new Climate Vulnerability Customization allows investors to allocate capital to climate-vulnerable communities in a data driven manner.

ESG

Breckinridge Contributes to New Green Bond Disclosure Guidelines

July 3, 2023 - Ruth Ducret

Within the municipal bond market, there is the opportunity for greater issuance of labeled bonds given the often positive environmental and social impact inherent in these projects.

ESG

Elevating Biodiversity’s Profile Reveals Interrelationships with Climate Risks

July 3, 2023 - Robert Fernandez

The Global Biodiversity Framework signing at the UN’s December 2022 COP 15 conference elevated the profile of biodiversity.

ESG

CFA Institute ESG Standards Address Investment Product Disclosure Practices

April 3, 2023 - Robert Fernandez

The institute’s standards are intended to address a broad range of ESG practices and approaches.

ESG

Investors’ Scrutiny of Water Risks Should Not Dry Up

April 3, 2023 - Erika Smull

Drought, water supply shortages, and regulatory risks bear monitoring.

ESG

Breckinridge Marks One Year as Signatory To Net Zero Asset Managers Initiative

January 24, 2023 - Robert Fernandez, Timothy Coffin

In the year since signing NZAM, Breckinridge has marked progress on the development of a bottom-up corporate issuer and alignment assessment and an engagement program to support NZAM commitments.

ESG

ESG Factors Allowed as Fiduciaries Consider Retirement Plan Options

January 6, 2023 - Robert Fernandez, James Spidle

Breckinridge supports the DOL’s decision to allow the consideration of ESG factors by retirement plan fiduciaries.