Company Overview

//Company Overview
Company Overview 2018-06-21T12:15:31+00:00

Walden Asset Management is the sustainable, responsible, and impact (“SRI”) investment practice of Boston Trust & Investment Management Company, an employee-owned firm and UN PRI signatory. Our firm has provided investment management and fiduciary services to individual and institutional investors since 1974.

Walden is widely recognized for its decades-long leadership in environmental, social, and governance (“ESG”) investing and active ownership. We believe that companies protect and enhance their long-term profitability if they integrate responsible behavior into the fabric of their business practices. We incorporate ESG analysis into the investment decision-making process across all of our investment strategies. As active owners, we engage companies in direct dialogue on ESG issues, sponsor shareholder proposals, vote proxies, and advocate at the public policy level to strengthen corporate responsibility and accountability. We invite you to read about some of the notable milestones in our history here.

Organizational Facts & Figures as of December 31, 2017
Firm BTIM Inc.*
Firm Established January 1974
(Walden est. 1975)
October 2001
Legal Structure State chartered bank
and trust company
Registered Investment
Adviser
Ownership 100% employee-owned 100% owned by Boston Trust
Assets under Management $8.4 billion*
(Walden – $3.6 billion)
$2.0 billion
(Walden – $629 million)
Total Staff 59 employees 25 dual employees

*BTIM Inc. is a Registered Investment Adviser under the Investment Advisers Act of 1940 and a wholly-owned subsidiary of Boston Trust & Investment Management Company. Firm-wide assets include assets managed by Boston Trust & Investment Management Company and BTIM Inc.