Strategy Overview

Strategy Overview 2017-10-04T03:15:43+00:00
Boston Trust’s investment strategies are designed to provide investors competitive returns with less risk when compared to their respective indexes. Our approach adheres to longstanding commitments to high quality and diversification.

What is quality and why does it matter?
Boston Trust views quality as both an absolute standard and a set of relative considerations with dynamic characteristics. Higher quality firms, those with more sustainable business models, consistent performance, robust cash flows, transparent financials, and effective management when compared to peers, are most likely to produce durable benefits for investors.

Why diversify?
Even portfolios invested in higher quality companies are subject to a variety of risks, including the potential for volatility, security specific events or research analyst bias. Reduced volatility has inherent performance benefits for clients. Portfolio diversification can help mitigate company, industry, sector, region, and other market-specific risks. It is also an effective method to ensure the balance between analyst conviction and portfolio manager humility – a dynamic tension we believe serves our investors well. We thus seek to employ prudent diversification in all of our strategies.