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Corporate & Public Plans

Boston Trust Walden has provided portfolio management services to corporate and public plans for over thirty years.

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We provide separately managed accounts, collective investment trusts, and mutual funds to a wide range of plan sponsors. We work closely with our corporate and public clients, their custodians, and recordkeepers to ensure transparent and timely exchange of information.

We understand the rigorous compliance and reporting requirements associated with managing defined benefit and defined contribution plans. Whether we are providing a small cap equity sleeve in a fund line-up, a unique environmental, social, and governance (ESG) impact option, or a multi-asset solution for all participants, it is a privilege to play a role in helping organizations deliver benefits to their employees.