|
A History of Leadership |
|
1975 |
Initiated socially
responsive investment services |
|
1982 |
Helped launch nation's
first mutual fund with South Africa anti-apartheid screens |
|
1986 |
Filed first shareholder
resolution by a mutual fund, prompting a company to negotiate in good faith
with its union |
|
1987 |
Provided the expert
financial testimony in the landmark Baltimore case that upheld the legality
and financial prudence of a South Africa divestment ordinance |
|
1989 |
Became a founding member of Ceres, an environmental and investor coalition that advocates for greater accountability |
|
1991 |
Launched
diversified portfolio of innovative small capitalization companies with
high positive social impact |
|
1992 |
Initiated
a proxy policy of voting against boards of directors without minorities and
women, a practice later adopted by many other investment firms
|
|
1993 |
Joined legal action against
SEC for barring shareholder proposals based on anti-discrimination and other employment issues
|
|
1994
|
Testified
before President's Glass Ceiling Commission in favor of full corporate
disclosure of diversity information, the only investment manager to do
so |
|
1996
|
Established community economic development investment service |
|
2000 |
Filed foreign shareholder
resolution asking a global energy company to commit to preserving the Arctic National Wildlife Refuge
|
|
2002 |
Won majority of shareholder
votes for the first time, on a resolution calling for a leading technology firm to increase Board independence
|
|
2004 |
Concluded multi-year campaign
that garnered majority shareholder support and convinced a large personal care manufacturer to adopt a policy of annual election of directors, increasing board accountability
|
|
2005 |
First full year for Walden and its parent, Boston Trust &
Investment Management Company, as an
employee-owned company
|
