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Investing for Social Change

Individuals and institutions are increasingly seeking ways to merge their personal values or institutional mission with their investment goals. Yet caring about the social impact of investments raises many questions:
  • Can investors pursue social goals without compromising financial performance?
  • Can institutions meet their fiduciary responsibilities while addressing the social aspects of an investment?
  • Is it possible to invest in any profit-making enterprise without violating social, environmental or ethical concerns?
  • Does social investing really bring about social change?

Since 1975, Walden Asset Management has been successfully meeting these challenges.  By providing investment management solutions we have helped institutions and individuals meet both their specific financial and social objectives. Our own experience demonstrates that institutional investors with social objectives can fulfill their fiduciary responsibilities. A mounting body of independent research corroborates that social investors can achieve competitive financial results.

We do not subscribe to the simplistic view that some companies are "socially responsible" while others are not. Instead, Walden seeks to identify and invest in companies that are responsive to the concerns of our clients. We strive to build portfolios by investing in companies that best reflect their financial and social priorities, while engaging in shareholder advocacy on behalf of our clients to strengthen corporate responsibility and accountability. We also help clients invest directly in affordable housing and jobs for the economically disadvantaged through our community development investing service.

At Walden, we believe investing can be a force for positive social change.