HISTORY OF WALDEN ASSET MANAGEMENT/SRI: Fall 2001

SOCIAL TOPICS (Archive): HISTORY OF WALDEN ASSET MANAGEMENT/SRI

Message in the Aftermath of September 11th

Published, Fall 2001

We produce this edition of Values with deep pain in our hearts. Shaken by acts of horrifying violence, this is certainly a time of trauma and crisis for us all. We hope that you are safe and finding ways to cope with our new reality.

We are extremely fortunate here at Walden that all of our immediate colleagues, friends and families are safe. So too is the institution and the financial records and assets of our clients.

We know it is still our primary responsibility to be good and thoughtful stewards of our clients’ assets. Walden is analyzing how the events of recent weeks might affect the economy, both in the near and intermediate future, and how they could influence our investment strategy. We also know it continues to be our responsibility to leverage our collective investments for economic and social justice. Our commitment to the pursuit of greater corporate social responsibility is unwavering.

In the months ahead, Walden will be holding many conversations with our clients and colleagues about the impact of these terrorist acts and their aftermath on our priorities as social investors. Some are questioning their practice of prohibiting investment in U.S. treasuries while at the same time redoubling their commitment to issues of equality and human rights. Others are considering emerging concerns pertaining to privacy and other civil liberties. And still others reflect upon what is the most appropriate voice and tone in interactions with specific companies. Most certainly, we invite you to join this dialogue as we move forward in our new world together.

We have been deeply touched, as we are sure you have, by endless acts of human compassion and kindness, large and small.

With you, we rededicate ourselves to what we value most in this time of great distress.

— From all of us at Walden

The information provided in the above article is for historical purposes only. Such information may no longer be current and therefore should not be relied upon.

The information contained herein has been prepared from sources and data we believe to be reliable, but we make no guarantee as to its adequacy, accuracy or completeness. We cannot and do not guarantee the suitability or profitability of any particular investment. No information herein is intended as an offer or solicitation of an offer to sell or buy, or as a sponsorship of any company, security, or fund. Opinions expressed herein are subject to change without notice.