At Walden Asset Management we strive to integrate our clients’ social goals
with an investment strategy designed to achieve superior financial returns with
lower-than-average risk. We believe two key aspects of our approach offer
critical advantages to social investors.
We are long term investors who seek to identify
sustainable business models
We endeavor to look beyond the quarterly fluctuations in company results
that can distract investors from the true health and prospects of an enterprise.
This focus often complements our clients’ social goals and enhances our ability
to build constructive relationships with company managements. Over the years we
have found that companies with strong social, environmental, and governance
records often produce good financial results. The connection is
straightforward. Good social performance can help protect companies from
reputational and regulatory risks, build positive employee loyalty while enhancing
productivity, and create favorable consumer impressions, strengthening brand recognition.
Our methodologies are designed to maximize returns
while limiting risk
We have developed methodologies to ensure that all of our client portfolios,
those that utilize portfolio screening and those that do not, maintain the same
characteristics designed to maximize returns while limiting risk. This sometimes
requires identifying companies with above average social or environmental
performance in industries with poor reputations in these areas. In other
instances, the composition of portfolios may be adjusted to accommodate the risks or
opportunities introduced by specific social screens.