2019 Breckinridge Sustainability Report - Page 4



BRECKINRIDGE AT A GLANCE
Breckinridge is an investment grade fixed income portfolio manager. Working through a network of investment
consultants and advisors, we serve a wide variety of clients, ranging from high net worth individuals to large institutions.
1993
100%
$36+B
75
Year Founded
Independently Owned
In Assets Under Management
Employees
OUR SUSTAINABILITY APPROACH AT A GLANCE
We are committed to thoughtful stewardship through our business activities, investment management and community
outreach. As a key strategic priority, we approach sustainability in the following ways:
01
Corporate Stewardship
Breckinridge is a certified B Corp and a registered Benefit Corporation. By proactively seeking these designations,
we have firmly established a commitment to sustainability within our business. Our status as a Benefit Corporation
legally protects our sustainability commitment and being a B Corp provides us a systematic framework to measure our
corporate sustainability performance. To add structure and focus to our efforts, we have a Sustainability Committee and
Materiality Map to help ensure that sustainability permeates all we do.
02
Community Outreach
At Breckinridge, we are committed to the environment and communities in which we live, work and invest. Charitable
giving, volunteerism and sustainability-aligned sponsorship form the foundation of our community outreach efforts.
Annually, we aim to donate 1 percent of our gross receipts, match individual employee giving up to $1,500 and offer
employees two company-sponsored volunteer days and one personal volunteer day.
03
ESG Investing
As an asset manager, we believe the most effective way we can integrate sustainability into our business is through
our investment decisions. To this end, we have developed a robust environmental, social and governance (ESG)
integration capability. A careful ESG assessment is fully integrated into our research process. We believe this results
in a rich and comprehensive perspective on the bond issuers in which we invest. We also offer investors a range of
sustainable strategies and values-aligned mandates.
All figures as of December 31, 2018.
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