Asset Owners
We work directly with private and public institutions, their custodians, and recordkeepers. Our portfolio management and client service professionals are accustomed to managing a broad range of investment objectives and service requirements. We have extensive experience assisting clients in formulating or refining investment policy statements (IPS) and are available to meet directly with the investment committee, executives, or board to discuss our recommendations and any related questions or concerns.
The long tenure of our team and the equally longstanding nature of so many of our client relationships speaks to the collaborative relationships we have built.
Request InformationFinancial Intermediaries
We work with intermediaries such as institutional consultants, RIAs, and family offices. Our investment vehicles are available on select platforms.
Information about our firm and investment strategies can be found in institutional investor databases such as eVestment and Morningstar.
Investment VehiclesGlobal Investment Performance Standards (GIPS®)
Boston Trust Walden Company adheres to the Global Investment Performance Standards (GIPS®) — a set of voluntary standards based on the principles of full disclosure and fair representation of investment performance. Fact sheets and RFIs are available upon request.