Skip to Con-tent

Institutional Investment
Management

We are an investment firm focused on managing equity and multi-asset portfolios.

Boston Trust Walden’s investment philosophy is centered on the advantages of investing in the equities of higher quality companies. Our portfolio management teams adhere to systematic, disciplined, and repeatable processes designed to capitalize on firm strengths in equity financial analysis, tactical asset allocation, and integrated environmental, social, and governance (“ESG”) research. Boston Trust Walden equity portfolios are constructed to provide diversified exposure to reasonably valued stocks of higher quality companies with sustainable business models. We believe ESG factors influence corporate financial performance and are therefore an appropriate element of a comprehensive analysis of long-term investment prospects.

Our strategies’ performance over full market cycles reflect the value of our approach to investing: participating in rising markets and protecting in falling markets.

We work with institutional investors seeking a partner to manage the entirety of their assets, and with institutional consultants and advisers seeking an investment manager to manage a segment of their client’s overall portfolio.

 

Created with Sketch.

Quality is both an absolute standard and a set of relative considerations with dynamic characteristics.

Our Proprietary Strategies


Rectangle Created with Sketch.

Multi-Asset and Balanced


Rectangle Created with Sketch.

US Large Cap Core Equity


Rectangle Created with Sketch.

US Large Cap Value Equity


Rectangle Created with Sketch.

International Developed Equity


Rectangle Created with Sketch.

US Mid Cap Core Equity


Rectangle Created with Sketch.

US SMID Cap Core Equity


Rectangle Created with Sketch.

US Small Cap Core Equity

How to Invest

Investors can invest in our strategies through separately managed accounts, proprietary mutual funds, and collective investment trusts (CITs). Separately managed accounts can be customized to suit individual client objectives, including environmental and social screens, mission-related guidelines, and other considerations. Investment minimums vary by strategy and investment vehicle.

Contact Us