Forty percent of our clients’ assets are managed under the name of Walden Asset Management, which denotes the practice within Boston Trust that focuses on integrating environmental, social and governance (ESG) research into the investment process.

ESG Research & Portfolio Screening Guidelines

For clients who seek to align their investment portfolios with their environmental, social and governance (ESG) priorities, we have over thirty years experience translating these priorities into individually tailored investment guidelines. Guidelines are developed within the context of an overall investment strategy designed to be consistent with each client’s financial objectives.

Shareholder Engagement

Walden Asset Management has emphasized constructive shareholder engagement since our beginning in 1975. We understand that share ownership provides the ability to influence how companies conduct their business. We help clients exercise that right by giving voice to their ESG concerns and encouraging sustainable business practices.

Working with and on behalf of our clients, Walden encourages portfolio companies to improve their ESG performance, transparency and accountability utilizing customized portfolio screening, proxy voting, dialogues with company management, shareholder resolutions, and public policy advocacy.