Our Refreshed Brand

We are adopting this new name to represent our integrated, principled investment approach, broad client base, and leadership position in the impact investing industry. Impact investing clients, whom we formerly served under the Walden brand name, represent nearly half of the firm’s assets under management.

The objective of impact investing is to generate positive social and environmental impact alongside financial return. We have over forty years of experience tailoring portfolios to meet our clients’ impact investment objectives. We achieve impact for clients primarily through company engagement, proxy voting, and integration of environmental, social, and governance (ESG) factors into investment decisions. Learn more at www.bostontrustwalden.com/investment-services/impact-investing.

No, this is not a merger. We have legally unified our two names into one: “Boston Trust Walden Company.” “Boston Trust & Investment Management Company” was the former legal name of the firm. “Walden Asset Management” was the brand name we formerly used (from 1998) to represent our impact investing practice. Walden was not a separate company. We remain an independent and employee-owned firm.

No.

Our unified brand simplifies our messaging and expands awareness of our expertise in impact investing among our clients and partners. In addition, our refreshed website and client portal are designed to improve access to information about our firm and your client account.

Other than the changes to the look and feel of our reports and the website, as well as our new email domain (@bostontrustwalden.com), you should not experience any changes to the services we provide you.

Not at present, however, we anticipate the names may change in the future. We will be sure to notify fund shareholders in advance of any fund name changes.