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About This Strategy - [Return to Top]
Assets Under Management (AUM): $1291M (in US$ millions)
Required Minimum: $5 million
Benchmark used: Blend: 60% S&P 500 - 40% BC Aggregate
Strategy type: Balanced Strategys
Strategy description: The Walden Balanced strategy is an actively managed, broadly diversified strategy investing in reasonably valued, higher quality equities and fixed income securities. The strategy’s objective is to generate competitive returns with less risk than the benchmark over full market cycles. The long‐term sustainability of a business is also connected, in part, to its treatment of customers, workers, communities, and the natural environment. Hence, 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 web link: --
About The Company - [Return to Top]
Institution Name:
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
Contact info:
1 Beacon Street
Boston, MA 02108
United States
Phone: 6177267257
Email: llane@bostontrust.com
Web: http://www.waldenassetmgmt.com (Opens in a new window)
Specific Screening Information by Category - [Return to Top]
Environment
- Climate / Clean Technology: Combination of Positive and Restricted/Exclusionary Strategies
- Pollution / Toxics: Combination of Positive and Restricted/Exclusionary Strategies
- Other Environmental: Combination of Positive and Restricted/Exclusionary Strategies
Social
- Community Development: Combination of Positive and Restricted/Exclusionary Strategies
- Diversity & Equal Employment Opportunity: Combination of Positive and Restricted/Exclusionary Strategies
- Human Rights: Combination of Positive and Restricted/Exclusionary Strategies
- Labor Relations: Combination of Positive and Restricted/Exclusionary Strategies
- Conflict Risk: Combination of Positive and Restricted/Exclusionary Strategies
Governance
- Board Issues: Combination of Positive and Restricted/Exclusionary Strategies
- Executive Pay: Combination of Positive and Restricted/Exclusionary Strategies
Products
- Alcohol: Restricted/Exclusionary Investment
- Animal Welfare: Combination of Positive and Restricted/Exclusionary Strategies
- Defense/Weapons: Restricted/Exclusionary Investment
- Gambling: Restricted/Exclusionary Investment
- Tobacco: Restricted/Exclusionary Investment
Other
- Shareholder Engagement - Shareholder Resolutions: Filed or co-filed with companies on environmental, social or governance issues
- Shareholder Engagement - Private Dialogue: Conducted with companies on environmental, social or governance issues
- Proxy Voting: Actively voted by my institution for this investment strategy in support of environmental, social or governance issues in accordance with formal guidelines