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Breckinridge Capital Advisors

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Intermediate Sustainable Fixed Income

Benchmark Bloomberg Intermediate US Gov/Credit

The Intermediate Sustainable Fixed Income Strategy is an investment grade, intermediate duration bond portfolio that seeks to preserve capital and prudently improve returns while emphasizing environmental, social and governance (ESG) performance.

The strategy employs active management, bottom-up research and proactive portfolio positioning. Guided by proprietary ESG research, the strategy selectively invests in U.S. Treasury, government-related, corporate and securitized issuers with above average and/or improving ESG profiles.

Investment Objective

Preserve capital and prudently improve returns while emphasizing ESG performance

Eligible Investments

Treasury Bonds

Government-Related Bonds

Corporate Bonds

Securitized Products

Strategy Information

Inception Date: September 2017

Strategy AUM: $552 Million

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