In reviewing securities, research analysts assess and consider various types of information and data that may include issuer filings, current macro environment, third party research or publicly available data, and direct dialogue with issuers. Using proprietary tools such as risk-based matrices, proprietary scoring models, and idea generation dashboards, analysts can synthesize their research to generate independent internal ratings and opinions on a broad universe of investment grade issuers.

Breckinridge integrates material sustainability factors into our fundamental credit research process to help us assess and price credit risk of issuers. This approach allows our analysts to gather and evaluate diverse pieces of information to formulate a comprehensive investment thesis.