Breckinridge was founded in 1993 to offer highly customized fixed income separate account strategies through a network of investment consultants and advisors. In 2011, Breckinridge enhanced its investment process to include the assessment of ESG factors in core research efforts firm-wide. Breckinridge has a philosophy for sustainable investment that is based on the conviction that the use of extra‐financial factors mitigates risk and positively affects a portfolio’s long-term risk‐adjusted return.
In 2011, Breckinridge enhanced its investment process to include the assessment of ESG factors firm wide. The firm incorporates nontraditional metrics such as income inequality, crime rates, drought intensity, drive time to work, and diversity to evaluate the ESG strength of a given municipality or bond issue. Customized sustainable investment strategies provide exposure to a wide range of impact areas with a defined mission of identifying and investing in bonds that strengthen education, expand public transportation, produce clean energy, conserve water resources, improve healthcare, and support leading ESG focused companies. Breckinridge became a certified B Corporation in 2012 and is a member of the UNPRI working group for corporates and sovereigns.