Since 1974 we have endeavored to construct well-diversified portfolios of high quality investments with an emphasis on environmental, social and governance (ESG) research and shareholder advocacy.
We provide investment management solutions to individuals & families and institutions. We also work with professional advisors and consultants to provide services to their clients.
OCTOBER 2018 3rd Quarter Research & Engagement Brief
JULY 2018 2Q18 Update – Summary of the 2018 Proxy Voting Season
JUNE 2018 Tim Smith, Walden’s Director of Shareowner Engagement, recognized as one of The 20 Most Influential People in ESG Investing by Barron’s