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Catholic Values

Catholic Values Customization

Benchmark Available across the Bloomberg Gov/Credit and Muni Indices

Breckinridge’s Catholic Values Customization can be applied to our sector-focused and multi-sector strategies and leverages our expertise in tailoring portfolio composition to meet specific investment objectives. The customization employs our fully integrated fundamental and environmental, social and governance (ESG) research, and selectively invests in bonds that meet the United States Conference of Catholic Bishops (USCCB) Socially Responsible Investment Guidelines.

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