Meeting Clients' Social Criteria

We evaluate companies to assess their impact on four broad categories: consumer, environment, workplace, and community.  Our methodology allows us to screen out companies that fail to meet a client's minimum standards and screen in companies with exemplary performance on specific issues or those providing solutions to social problems. Social Research & Portfolio Screening

Improving Corporate Social Performance

We use our clients' positions as shareholders to communicate with and press corporate management to address social, environmental, and corporate governance issues. Through dialogue with company decision-makers and sponsorship of shareholder resolutions, we build awareness among corporate directors and managers that investors care about more than just financial returns. Shareholder Advocacy

Proxy Voting

As portfolio manager, we assist clients in exercising their shareholder rights through proxy voting. Our proxy service is designed to reflect our clients' positions on key financial and social issues. Proxy Voting

Public Policy and Education

We make sure that the views of our clients are heard in public policy forums to advance regulations and laws to strengthen corporate responsibility, corporate governance and public accountability. We also offer technical assistance, when appropriate, to policy makers, investors, and non-governmental organizations. Public Policy and Technical Assistance

Direct Investment in Communities

Walden's community development investment service assists clients who wish to invest in community development loan funds and financial institutions that support self-help organizations working to rebuild distressed communities. Community Development Investing