Proxy voting provides a valuable opportunity for investors to express their positions as shareholders on key issues related to corporate governance and corporate social responsibility. Walden offers its clients a comprehensive proxy voting service designed to accommodate the various financial and social objectives of our clients.
Walden's Comprehensive Social Proxy Voting Guidelines are used to vote proxies for most of our clients' portfolios as well as the Walden Funds*. Walden's Guidelines and the 2009 proxy voting records for the Funds are available here as a download in Adobe Acrobat PDF file format.
*Boston Trust Investment Management, Inc., a subsidiary of Boston Trust & Investment Management Company (Boston Trust) and an affiliate of Walden Asset Management, serves as Investment Adviser ("the Adviser") to the Walden family of mutual funds, and receives a fee for its services. Walden, a division of Boston Trust, performs shareholder advocacy, proxy voting, screening services, and other social initiatives for the Adviser and is paid a fee for these services by the Adviser.
The Walden family of mutual funds includes the Walden Social Balanced Fund (WSBFX), Walden Social Equity Fund (WSEFX) and Walden Small Cap Innovations Fund (WASOX). The Funds may be offered only by the Funds' distributor, BISYS Fund Services.
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