SlideShare a Scribd company logo
1 of 4
New Strategies for Impact Investing across All Asset
Classes
Paul Herman, HIP (Human Impact + Profit) Investor Inc. @hipinvestor
Bridget Croke, Closed Loop Fund @bridgetcroke
Garvin Jabusch, Green Alpha Advisors @Garvin1313
Robert Fernandez, Breckinridge Capital Advisors
Breckinridge Capital Advisors | Sustainable Brands – New Metrics ‘15 2
Breckinridge: ESG Integration in Fixed Income
Corporates
• Informed by MSCI & other leading ESG
researchers
• Analyze reputation & governance risk
• Examine Bloomberg ESG data for trends
• Evaluate CSR quality
Municipals
• First-in-class, sector based
• Informed by STAR Communities, CERES &
AASHE
• Analyze data from US Census, FBI, EPA &
others
• Evaluate sustainability initiatives
ESG Integration
Why
• Risk Mitigation
• Better understanding
of our borrowers
• Longer-term horizon
• PRI Commitment
How
• Internal Frameworks
• Proprietary Scores &
Ratings
• Leverage Technology
Breckinridge Capital Advisors | Sustainable Brands – New Metrics ‘15 3
Breckinridge’s ESG Research & Investment Approach
Identify
Best-in-Class
Issuers
Frameworks &
Technology
Fundamental Credit
Analysis
Proprietary Scores &
Ratings
Breckinridge Capital Advisors | Sustainable Brands – New Metrics ‘15 4
Sample Taxable Sector Allocation
ESG Corporate
Taxable Municipal
Government
Breckinridge’s Taxable Sustainable Strategy
Portfolio Characteristics
• AA average rating
• Diversified across multiple sectors
• 5% Maximum issuers (Target 1-3%)
• Composite benchmarks
• Taxable: Barclays US Intermediate Gov/Credit
• Custom benchmarks available

More Related Content

Similar to New Strategies ​for​ Impact Invest​ing​ across All Asset Classes Robert

iComli -ESG Webinar - Oct 28-final
iComli -ESG Webinar - Oct 28-finaliComli -ESG Webinar - Oct 28-final
iComli -ESG Webinar - Oct 28-final
Susan Sheehan
 
SB11 - Kendall Jackson - Robert Boller
SB11 - Kendall Jackson - Robert Boller SB11 - Kendall Jackson - Robert Boller
SB11 - Kendall Jackson - Robert Boller
Sustainable Brands
 
Key Risk Indicators - Changing the Reference Points
Key Risk Indicators - Changing the Reference PointsKey Risk Indicators - Changing the Reference Points
Key Risk Indicators - Changing the Reference Points
Tony Moroney
 
credit rating process in India in details .pptx
credit  rating process in  India in details .pptxcredit  rating process in  India in details .pptx
credit rating process in India in details .pptx
Sudhamathi4
 

Similar to New Strategies ​for​ Impact Invest​ing​ across All Asset Classes Robert (20)

The Next Frontier for ESG Research and Ratings
The Next Frontier for ESG Research and RatingsThe Next Frontier for ESG Research and Ratings
The Next Frontier for ESG Research and Ratings
 
iComli -ESG Webinar - Oct 28-final
iComli -ESG Webinar - Oct 28-finaliComli -ESG Webinar - Oct 28-final
iComli -ESG Webinar - Oct 28-final
 
Peter Ginsberg Consulting Brochure
Peter Ginsberg Consulting BrochurePeter Ginsberg Consulting Brochure
Peter Ginsberg Consulting Brochure
 
Redefining Value, Moving Markets: The Future of Sustainability Ratings
Redefining Value, Moving Markets: The Future of Sustainability RatingsRedefining Value, Moving Markets: The Future of Sustainability Ratings
Redefining Value, Moving Markets: The Future of Sustainability Ratings
 
Resume_Khushboo
Resume_KhushbooResume_Khushboo
Resume_Khushboo
 
Real Estate Lending and Sustainability: The Business Case for Risk Management...
Real Estate Lending and Sustainability: The Business Case for Risk Management...Real Estate Lending and Sustainability: The Business Case for Risk Management...
Real Estate Lending and Sustainability: The Business Case for Risk Management...
 
GRC-Xrev
GRC-XrevGRC-Xrev
GRC-Xrev
 
GIIRS: Rating and analytics for impact investing
GIIRS: Rating and analytics for impact investingGIIRS: Rating and analytics for impact investing
GIIRS: Rating and analytics for impact investing
 
SB11 - Kendall Jackson - Robert Boller
SB11 - Kendall Jackson - Robert Boller SB11 - Kendall Jackson - Robert Boller
SB11 - Kendall Jackson - Robert Boller
 
BA
BABA
BA
 
Webinar Slides: AICPA Conference on Current SEC and PCAOB Developments Debrief
Webinar Slides: AICPA Conference on Current SEC and PCAOB Developments DebriefWebinar Slides: AICPA Conference on Current SEC and PCAOB Developments Debrief
Webinar Slides: AICPA Conference on Current SEC and PCAOB Developments Debrief
 
Credit rating
Credit ratingCredit rating
Credit rating
 
Jeremy Adamson: Minding the Machines. Building and Leading Data Science and A...
Jeremy Adamson: Minding the Machines. Building and Leading Data Science and A...Jeremy Adamson: Minding the Machines. Building and Leading Data Science and A...
Jeremy Adamson: Minding the Machines. Building and Leading Data Science and A...
 
Zirra - Who We Are
Zirra - Who We AreZirra - Who We Are
Zirra - Who We Are
 
Key Risk Indicators - Changing the Reference Points
Key Risk Indicators - Changing the Reference PointsKey Risk Indicators - Changing the Reference Points
Key Risk Indicators - Changing the Reference Points
 
SGS NGO Benchmark Audit
SGS NGO Benchmark AuditSGS NGO Benchmark Audit
SGS NGO Benchmark Audit
 
Credit rating ppt
Credit rating pptCredit rating ppt
Credit rating ppt
 
Presentation to the partners of ig mpw by libby mac rae and rob mcdonald
Presentation to the partners of ig mpw by libby mac rae and rob mcdonaldPresentation to the partners of ig mpw by libby mac rae and rob mcdonald
Presentation to the partners of ig mpw by libby mac rae and rob mcdonald
 
The Human Capital Group
The Human Capital GroupThe Human Capital Group
The Human Capital Group
 
credit rating process in India in details .pptx
credit  rating process in  India in details .pptxcredit  rating process in  India in details .pptx
credit rating process in India in details .pptx
 

More from Sustainable Brands

More from Sustainable Brands (20)

How a Breakthrough Product Portfolio Assessment is Changing Business Strategy...
How a Breakthrough Product Portfolio Assessment is Changing Business Strategy...How a Breakthrough Product Portfolio Assessment is Changing Business Strategy...
How a Breakthrough Product Portfolio Assessment is Changing Business Strategy...
 
The Crucial Role of Structuring and Executing Innovative Partnerships in Brin...
The Crucial Role of Structuring and Executing Innovative Partnerships in Brin...The Crucial Role of Structuring and Executing Innovative Partnerships in Brin...
The Crucial Role of Structuring and Executing Innovative Partnerships in Brin...
 
Building Harmony: How to Champion Sustainability from Grain to Biscuit
Building Harmony: How to Champion Sustainability from Grain to BiscuitBuilding Harmony: How to Champion Sustainability from Grain to Biscuit
Building Harmony: How to Champion Sustainability from Grain to Biscuit
 
Tackling Systemic Problems and Shifting Entire Product Categories through Mul...
Tackling Systemic Problems and Shifting Entire Product Categories through Mul...Tackling Systemic Problems and Shifting Entire Product Categories through Mul...
Tackling Systemic Problems and Shifting Entire Product Categories through Mul...
 
Market Insights from Top Researchers: The Latest Intelligence on Customer Att...
Market Insights from Top Researchers: The Latest Intelligence on Customer Att...Market Insights from Top Researchers: The Latest Intelligence on Customer Att...
Market Insights from Top Researchers: The Latest Intelligence on Customer Att...
 
Market Insights from Top Researchers: The Latest Intelligence on Customer Att...
Market Insights from Top Researchers: The Latest Intelligence on Customer Att...Market Insights from Top Researchers: The Latest Intelligence on Customer Att...
Market Insights from Top Researchers: The Latest Intelligence on Customer Att...
 
Market Insights from Top Researchers: The Latest Intelligence on Customer Att...
Market Insights from Top Researchers: The Latest Intelligence on Customer Att...Market Insights from Top Researchers: The Latest Intelligence on Customer Att...
Market Insights from Top Researchers: The Latest Intelligence on Customer Att...
 
Market Insights from Top Researchers: The Latest Intelligence on Customer Att...
Market Insights from Top Researchers: The Latest Intelligence on Customer Att...Market Insights from Top Researchers: The Latest Intelligence on Customer Att...
Market Insights from Top Researchers: The Latest Intelligence on Customer Att...
 
New Tactics in Contextual Promotion of Healthy Lifestyles
New Tactics in Contextual Promotion of Healthy LifestylesNew Tactics in Contextual Promotion of Healthy Lifestyles
New Tactics in Contextual Promotion of Healthy Lifestyles
 
Green Giants: What Underlies the Success of the World’s First Billion-Dollar ...
Green Giants: What Underlies the Success of the World’s First Billion-Dollar ...Green Giants: What Underlies the Success of the World’s First Billion-Dollar ...
Green Giants: What Underlies the Success of the World’s First Billion-Dollar ...
 
Enabling Responsible Consumption Globally: Local Partnerships Driving a Respo...
Enabling Responsible Consumption Globally: Local Partnerships Driving a Respo...Enabling Responsible Consumption Globally: Local Partnerships Driving a Respo...
Enabling Responsible Consumption Globally: Local Partnerships Driving a Respo...
 
Sustainable Living Brands: Why Purpose Alone is Not Enough to Drive Sustainab...
Sustainable Living Brands: Why Purpose Alone is Not Enough to Drive Sustainab...Sustainable Living Brands: Why Purpose Alone is Not Enough to Drive Sustainab...
Sustainable Living Brands: Why Purpose Alone is Not Enough to Drive Sustainab...
 
Surviving a Seismic Shift in Employee Attitudes: How HR, Sustainability and C...
Surviving a Seismic Shift in Employee Attitudes: How HR, Sustainability and C...Surviving a Seismic Shift in Employee Attitudes: How HR, Sustainability and C...
Surviving a Seismic Shift in Employee Attitudes: How HR, Sustainability and C...
 
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
 
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
 
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
 
The Rise of Bio-Materials and Bio-Products: Current State of Play, Likely Fut...
The Rise of Bio-Materials and Bio-Products: Current State of Play, Likely Fut...The Rise of Bio-Materials and Bio-Products: Current State of Play, Likely Fut...
The Rise of Bio-Materials and Bio-Products: Current State of Play, Likely Fut...
 
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
 
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
Leveraging the New UN Sustainable Development Goals: Expectations and Engagem...
 
Building Brand Value through Upcycling: How Creativity, Marketing and Social ...
Building Brand Value through Upcycling: How Creativity, Marketing and Social ...Building Brand Value through Upcycling: How Creativity, Marketing and Social ...
Building Brand Value through Upcycling: How Creativity, Marketing and Social ...
 

Recently uploaded

Call Now ☎ Russian Call Girls Connaught Place @ 9899900591 # Russian Escorts ...
Call Now ☎ Russian Call Girls Connaught Place @ 9899900591 # Russian Escorts ...Call Now ☎ Russian Call Girls Connaught Place @ 9899900591 # Russian Escorts ...
Call Now ☎ Russian Call Girls Connaught Place @ 9899900591 # Russian Escorts ...
kauryashika82
 

Recently uploaded (20)

(INDIRA) Call Girl Katra Call Now 8617697112 Katra Escorts 24x7
(INDIRA) Call Girl Katra Call Now 8617697112 Katra Escorts 24x7(INDIRA) Call Girl Katra Call Now 8617697112 Katra Escorts 24x7
(INDIRA) Call Girl Katra Call Now 8617697112 Katra Escorts 24x7
 
RA 7942:vThe Philippine Mining Act of 1995
RA 7942:vThe Philippine Mining Act of 1995RA 7942:vThe Philippine Mining Act of 1995
RA 7942:vThe Philippine Mining Act of 1995
 
Climate Change
Climate ChangeClimate Change
Climate Change
 
Call Now ☎ Russian Call Girls Connaught Place @ 9899900591 # Russian Escorts ...
Call Now ☎ Russian Call Girls Connaught Place @ 9899900591 # Russian Escorts ...Call Now ☎ Russian Call Girls Connaught Place @ 9899900591 # Russian Escorts ...
Call Now ☎ Russian Call Girls Connaught Place @ 9899900591 # Russian Escorts ...
 
VIP Model Call Girls Chakan ( Pune ) Call ON 8005736733 Starting From 5K to 2...
VIP Model Call Girls Chakan ( Pune ) Call ON 8005736733 Starting From 5K to 2...VIP Model Call Girls Chakan ( Pune ) Call ON 8005736733 Starting From 5K to 2...
VIP Model Call Girls Chakan ( Pune ) Call ON 8005736733 Starting From 5K to 2...
 
CSR_Module5_Green Earth Initiative, Tree Planting Day
CSR_Module5_Green Earth Initiative, Tree Planting DayCSR_Module5_Green Earth Initiative, Tree Planting Day
CSR_Module5_Green Earth Initiative, Tree Planting Day
 
Verified Trusted Kalyani Nagar Call Girls 8005736733 𝐈𝐍𝐃𝐄𝐏𝐄𝐍𝐃𝐄𝐍𝐓 Call 𝐆𝐈𝐑𝐋 𝐕...
Verified Trusted Kalyani Nagar Call Girls  8005736733 𝐈𝐍𝐃𝐄𝐏𝐄𝐍𝐃𝐄𝐍𝐓 Call 𝐆𝐈𝐑𝐋 𝐕...Verified Trusted Kalyani Nagar Call Girls  8005736733 𝐈𝐍𝐃𝐄𝐏𝐄𝐍𝐃𝐄𝐍𝐓 Call 𝐆𝐈𝐑𝐋 𝐕...
Verified Trusted Kalyani Nagar Call Girls 8005736733 𝐈𝐍𝐃𝐄𝐏𝐄𝐍𝐃𝐄𝐍𝐓 Call 𝐆𝐈𝐑𝐋 𝐕...
 
VIP Model Call Girls Viman Nagar ( Pune ) Call ON 8005736733 Starting From 5K...
VIP Model Call Girls Viman Nagar ( Pune ) Call ON 8005736733 Starting From 5K...VIP Model Call Girls Viman Nagar ( Pune ) Call ON 8005736733 Starting From 5K...
VIP Model Call Girls Viman Nagar ( Pune ) Call ON 8005736733 Starting From 5K...
 
VVIP Pune Call Girls Wagholi WhatSapp Number 8005736733 With Elite Staff And ...
VVIP Pune Call Girls Wagholi WhatSapp Number 8005736733 With Elite Staff And ...VVIP Pune Call Girls Wagholi WhatSapp Number 8005736733 With Elite Staff And ...
VVIP Pune Call Girls Wagholi WhatSapp Number 8005736733 With Elite Staff And ...
 
VVIP Pune Call Girls Vishal Nagar WhatSapp Number 8005736733 With Elite Staff...
VVIP Pune Call Girls Vishal Nagar WhatSapp Number 8005736733 With Elite Staff...VVIP Pune Call Girls Vishal Nagar WhatSapp Number 8005736733 With Elite Staff...
VVIP Pune Call Girls Vishal Nagar WhatSapp Number 8005736733 With Elite Staff...
 
Alandi Road ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready ...
Alandi Road ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready ...Alandi Road ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready ...
Alandi Road ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready ...
 
Get Premium Hoskote Call Girls (8005736733) 24x7 Rate 15999 with A/c Room Cas...
Get Premium Hoskote Call Girls (8005736733) 24x7 Rate 15999 with A/c Room Cas...Get Premium Hoskote Call Girls (8005736733) 24x7 Rate 15999 with A/c Room Cas...
Get Premium Hoskote Call Girls (8005736733) 24x7 Rate 15999 with A/c Room Cas...
 
Proposed Amendments to Chapter 15, Article X: Wetland Conservation Areas
Proposed Amendments to Chapter 15, Article X: Wetland Conservation AreasProposed Amendments to Chapter 15, Article X: Wetland Conservation Areas
Proposed Amendments to Chapter 15, Article X: Wetland Conservation Areas
 
Presentation: Farmer-led climate adaptation - Project launch and overview by ...
Presentation: Farmer-led climate adaptation - Project launch and overview by ...Presentation: Farmer-led climate adaptation - Project launch and overview by ...
Presentation: Farmer-led climate adaptation - Project launch and overview by ...
 
VIP Model Call Girls Uruli Kanchan ( Pune ) Call ON 8005736733 Starting From ...
VIP Model Call Girls Uruli Kanchan ( Pune ) Call ON 8005736733 Starting From ...VIP Model Call Girls Uruli Kanchan ( Pune ) Call ON 8005736733 Starting From ...
VIP Model Call Girls Uruli Kanchan ( Pune ) Call ON 8005736733 Starting From ...
 
Call Girls Magarpatta Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Magarpatta Call Me 7737669865 Budget Friendly No Advance BookingCall Girls Magarpatta Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Magarpatta Call Me 7737669865 Budget Friendly No Advance Booking
 
RATING SYSTEMS- IGBC, GRIHA, LEED--.pptx
RATING  SYSTEMS- IGBC, GRIHA, LEED--.pptxRATING  SYSTEMS- IGBC, GRIHA, LEED--.pptx
RATING SYSTEMS- IGBC, GRIHA, LEED--.pptx
 
Call On 6297143586 Pimpri Chinchwad Call Girls In All Pune 24/7 Provide Call...
Call On 6297143586  Pimpri Chinchwad Call Girls In All Pune 24/7 Provide Call...Call On 6297143586  Pimpri Chinchwad Call Girls In All Pune 24/7 Provide Call...
Call On 6297143586 Pimpri Chinchwad Call Girls In All Pune 24/7 Provide Call...
 
Call Girls Talegaon Dabhade Call Me 7737669865 Budget Friendly No Advance Boo...
Call Girls Talegaon Dabhade Call Me 7737669865 Budget Friendly No Advance Boo...Call Girls Talegaon Dabhade Call Me 7737669865 Budget Friendly No Advance Boo...
Call Girls Talegaon Dabhade Call Me 7737669865 Budget Friendly No Advance Boo...
 
Presentation: Farmer-led climate adaptation - Project launch and overview by ...
Presentation: Farmer-led climate adaptation - Project launch and overview by ...Presentation: Farmer-led climate adaptation - Project launch and overview by ...
Presentation: Farmer-led climate adaptation - Project launch and overview by ...
 

New Strategies ​for​ Impact Invest​ing​ across All Asset Classes Robert

  • 1. New Strategies for Impact Investing across All Asset Classes Paul Herman, HIP (Human Impact + Profit) Investor Inc. @hipinvestor Bridget Croke, Closed Loop Fund @bridgetcroke Garvin Jabusch, Green Alpha Advisors @Garvin1313 Robert Fernandez, Breckinridge Capital Advisors
  • 2. Breckinridge Capital Advisors | Sustainable Brands – New Metrics ‘15 2 Breckinridge: ESG Integration in Fixed Income Corporates • Informed by MSCI & other leading ESG researchers • Analyze reputation & governance risk • Examine Bloomberg ESG data for trends • Evaluate CSR quality Municipals • First-in-class, sector based • Informed by STAR Communities, CERES & AASHE • Analyze data from US Census, FBI, EPA & others • Evaluate sustainability initiatives ESG Integration Why • Risk Mitigation • Better understanding of our borrowers • Longer-term horizon • PRI Commitment How • Internal Frameworks • Proprietary Scores & Ratings • Leverage Technology
  • 3. Breckinridge Capital Advisors | Sustainable Brands – New Metrics ‘15 3 Breckinridge’s ESG Research & Investment Approach Identify Best-in-Class Issuers Frameworks & Technology Fundamental Credit Analysis Proprietary Scores & Ratings
  • 4. Breckinridge Capital Advisors | Sustainable Brands – New Metrics ‘15 4 Sample Taxable Sector Allocation ESG Corporate Taxable Municipal Government Breckinridge’s Taxable Sustainable Strategy Portfolio Characteristics • AA average rating • Diversified across multiple sectors • 5% Maximum issuers (Target 1-3%) • Composite benchmarks • Taxable: Barclays US Intermediate Gov/Credit • Custom benchmarks available