Balanced 2017-10-09T07:41:05+00:00
Objective & Approach
The Walden Balanced strategy seeks to provide investors competitive investment returns with lower risk when compared to the benchmark. The investment approach combines a tactical asset allocation methodology with Walden’s actively managed Core Equity and Fixed Income strategies. Underlying equity and fixed income holdings reflect Walden’s commitment to both superior financial quality and broad diversification.

In addition to traditional financial analysis, Walden evaluates companies on their environmental, social and corporate governance (ESG) performance. We evaluate practices relative to peers, improvement over time, management systems, and accountability through public reporting and responsiveness to shareholders. Walden advocates for improvements in portfolio company ESG practices through dialogues, meetings and shareholder resolutions. Walden’s ESG engagement activities focus on areas that help better position companies in a competitive marketplace.

Strategy Information
Asset Class Balanced
Benchmark 60% S&P 500 Index / 40% Barclays Capital Aggregate Bond Index
Inception Date January 1, 1981
Vehicles Separate accounts, mutual fund