About This Strategy - [Return to Top]
Assets Under Management (AUM): $0M (in US$ millions)
Required Minimum: $25 million
Benchmark used: MSCI World ex USA
Strategy type: International/Global
Strategy description: The Walden International Equity strategy seeks long-term capital growth through an actively managed portfolio of equities of international companies. The investment process focuses on security selection and portfolio construction. Drawing from a universe of international developed markets, Walden will invest in a diversified set of companies that are viewed as higher quality and meet Walden’s environmental, social and governance (“ESG”) and portfolio construction guidelines.
Strategy web link: --
About The Company - [Return to Top]
Walden Asset Management
Approach to Sustainable & Responsible Investment: Since 1975, Walden Asset Management has specialized in managing portfolios for institutional and individual clients with a dual investment mandate: competitive financial returns and positive social and environmental impact. Walden is an industry leader in integrating ESG analysis into investment decision-making and company engagement to strengthen ESG performance, transparency and accountability. Walden is a division of Boston Trust & Investment Management Company, a PRI signatory.
Total AUM in SRI: $$2593M (in US$ millions)
Research conducted: Internally
Researcher name: Walden staff
Specific Screening Information by Category - [Return to Top]