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Breckinridge Capital Advisors

PRI reporting framework 2017

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1. 組織にある役職、それぞれについて責任投資を監督や実施する責任があるかどうかを記載してください。


          Research Directors, CCO, CTO

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

Breckinridge is led by a Board of Directors acting for the benefit of all stakeholders and guiding an Executive Committee that sets the strategies and trajectory of the firm. Our Executive Committee has oversight of the firm's, sustainable investment approach. Our chief investment officer is responsible for monitoring the overall sustainable investment activities of our portfolio managers and credit analysts. Our Credit Research team is required to evaluate each investment opportunity based on its financial and ESG performance. They then formulate an opinion that is communicated via a centrally accessible portfolio management/trading platform for execution. While all analysts share responsibility for ESG research, in 2016, we hired a senior ESG analyst who oversaw our issuer engagement process and also prioritized ESG integration efforts, while simultaneously performing investment research and analysis. Breckinridge’s chief compliance officer and credit research directors work with investment professionals to help ensure policies and processes are followed and sustained.

07.3. 組織にいる専任の責任投資担当者の人数を記載してください。 [任意]

2 Number

07.4. 補足情報。 [任意]

All employees take part in Breckinridge's environmental, social, and governance (ESG) efforts and all investment professionals share ESG investing responsibility. Breckinridge's ESG investment approach is ultimately driven by research. Our portfolio managers and traders are responsible for the construction of our portfolios and sustainable strategy implementation. In 2016, Breckinridge had two dedicated responsible investment professionals: a director of ESG research and a senior ESG analyst that was hired in 2016 to oversee our issuer engagement process and prioritize ESG integration efforts, while simultaneously performing investment research and analysis

SG 08. RI in performance management, reward and/or personal development (Private)