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Breckinridge Capital Advisors

PRI reporting framework 2017

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

New selection options have been added to this indicator. Please review your prefilled responses carefully.

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Breckinridge remained involved with the PRI’s bondholder engagement and credit rating agency subcommittees in 2016.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Breckinridge made a donation to CDP in 2016 to support its CDP Cities initiative.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Breckinridge is a signatory and has participated in their organizational calls from time-to-time.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Breckinridge maintained our membership in ICCR in 2016. We have also attended conferences and had discussions with ICCR staff about how to enhance our corporate engagement efforts.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

In May 2016, Rob Fernandez attended the INCR annual meeting and participated in a panel session on ESG integration at the full Ceres conference.

          US SIF
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

President Peter Coffin is a past member of the US SIF board and Breckinridge continued to sponsor their annual conference in 2016, and an analyst from Breckinridge attended the conference.

          SASB
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

In 2016, Peter Coffin, president of Breckinridge, became a founding member of SASB's Investor Advisory Group (IAG). In addition, Ben Smelser, vice president, trader, at Breckinridge was also a member on the board. According to SASB, IAG members "recognize the need for consistent, comparable and reliable disclosure of material and decision-useful ESG information". IAG members will encourage companies to disclose ESG information, among other objectives. In addition, to highlight SASB's work, Breckinridge co-hosted a luncheon event in November 2016, in San Francisco for clients featuring Janine Guillot, SASB's Director of Capital Markets Policy and Outreach.


SG 10. Promoting RI independently (Not Completed)


SG 11. Dialogue with public policy makers or standard setters (Private)


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