2019 Breckinridge Sustainability Report - Page 25



OUR ESG INVESTING APPROACH
ESG Integration
Our ESG integration methodology combines a quantitative assessment of ESG factors alongside a rigorous review of
qualitative ESG considerations to derive a composite sustainability rating.
ESG INTEGRATION
CORPORATE APPROACH




Why
• Risk mitigation
• Deeper insight
• Longer-term horizon
• PRI commitment
MUNICIPAL APPROACH
How
• Internal frameworks
• Proprietary scores & ratings
• Engagement calls
• Data from a variety of sources




Sustainable Strategies AUM6
$2.0B
$1.5B
Nine sector-based frameworks
Analyze data from U.S. Census, FBI, EPA and others
Evaluate sustainability initiatives and plans
Engage in direct dialogue with issuers
Sustainable Strategies Number of Accounts7
$3.0B
$2.5B
Analyze material ESG risks and opportunities
Evaluate CSR and commitments
Actively monitor issuer controversies
Engage in direct dialogue with issuers
600
$3.9B
$2.4B
$1.5B
Total Sustainable AUM
400
300
$1.0B
200
$0.5B
100
$0B
2011
2012
2013
2014
2015
2016
2017
2018
Core and Government Credit Sustainable Strategies
0
501
941
500
440
Sustainable Accounts
2011
2012
2013
2014
2015
2016
2017
2018
Tax-Efficient Sustainable Strategies
ESG Collaborations
6
7
Sustainable strategies AUM as of 12/31/18. Breckinridge’s sustainable strategies selectively invest in bond issuers with above-average ESG profiles and bonds that fund essential
environmental, social or economic development projects.
Sustainable strategies number of accounts as of 12/31/18.
22

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