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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