Walden Asset Management specializes in separately managed portfolios, serving both individual and institutional investors with the same high level of attention. While our investment approach is rigorous and systematic, it is also flexible. We understand the importance of being responsive to our clients' unique social and financial performance objectives, varying tolerance for risk, and investment time horizons.
Walden's aim is to achieve superior long-term investment results, while fostering constructive social change. In order to integrate our clients' social objectives into an investment plan, we explore the following together:
- Social criteria to guide the selection of investments through portfolio screening - leading us to favor certain companies and avoid others.
- Proxy voting and shareholder advocacy that leverages share ownership to urge companies to become more responsive and accountable.
- Investing in a diversified portfolio of companies providing innovative solutions to social problems.
- Allocating a portion of assets to community investing - projects that support affordable housing and economic development.
For qualifying tax-exempt assets, we offer the option of investing in commingled funds. Our investment advisory subsidiary, Boston Trust Investment Management, Inc., advises several proprietary mutual funds.
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