Boston Trust Walden

Overview

Boston Trust Walden is an independent, employee-owned investment management firm based in Boston, Massachusetts. The firm specializes in providing investment management services to institutional investors and private wealth clients, managing approximately $16 billion in assets as of September 30, 2025. Their investment approach emphasizes a disciplined, repeatable framework to identify high-quality companies, integrating environmental, social, and governance (ESG) factors into their decision-making process. This commitment to ESG investing and active ownership has been a cornerstone of their strategy for over five decades. The firm's investment offerings include equity and multi-asset strategies, as well as integrated wealth management services. They offer tailored solutions designed to align clients' financial goals with a disciplined investment discipline that seeks to balance long-term growth and capital preservation. Their tax-efficient portfolios aim to maximize after-tax returns by considering the tax implications of investment decisions. Additionally, Boston Trust Walden provides comprehensive financial advice and planning strategies to enhance the value of their investment management services. Boston Trust Walden's leadership in active ownership is demonstrated through their engagement with portfolio companies to strengthen corporate responsibility and accountability. They utilize shareholder engagement strategies, including dialogue, shareholder resolutions, and proxy voting, to promote positive environmental and social impact alongside financial returns. This approach reflects their dedication to integrating ESG analysis into investment decision-making and company engagement, aiming to enhance ESG performance, transparency, and accountability across their portfolio companies.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies