Boston Trust Walden is a distinguished independent, employee-owned investment management firm with a rich history of providing thoughtful, value-driven investment solutions. The firm offers active equity and fixed income strategies to institutional investors and private wealth clients. A key differentiator for Boston Trust Walden is its long-standing leadership in Environmental, Social, and Governance (ESG) investing and active corporate engagement, striving to generate competitive investment returns while fostering positive societal impact. They emphasize a research-intensive approach, long-term perspective, and a commitment to client service and fiduciary responsibility.
The headquarters serves as the central hub for all investment management, research, client services, ESG analysis, corporate engagement, and operational activities of the firm.
Located in One Beacon Street, a prominent Class A office tower in Boston's Government Center, offering panoramic city views and modern amenities. The building is known for its distinctive architecture.
Boston Trust Walden fosters a collaborative, research-driven, and ethical work environment. As an employee-owned firm, there's a strong sense of shared responsibility, long-term commitment, and a focus on client interests and sustainable investment principles.
The Boston headquarters is significant due to its location in a major U.S. financial center, facilitating access to industry networks, talent, and information. It underscores the firm's established presence and commitment to the New England financial community.
While headquartered in Boston, USA, Boston Trust Walden serves a diverse client base that includes international institutions and individuals. Their investment strategies may involve global securities, and their ESG engagement efforts often address multinational corporations, giving their work an international dimension. However, their physical office presence is primarily U.S.-based.
One Beacon Street
Boston
MA
USA
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As of April 2025, Boston Trust Walden Company' leadership includes:
Boston Trust Walden Company has been backed by several prominent investors over the years, including:
No major publicly announced executive hires or exits have been identified for Boston Trust Walden in the last 12 months. The firm maintains a stable leadership team.
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Boston Trust Walden likely uses common corporate email formats. Based on industry patterns and publicly available information, a common format is believed to be the first initial followed by the last name.
flast@bostontrustwalden.com
Format
jdoe@bostontrustwalden.com
Example
75%
Success rate
Boston Trust Walden Website • May 23, 2024
Boston Trust Walden announced its inclusion in USA TODAY’s list of America’s Best RIA Firms of 2024. This recognition highlights the firm's commitment to client service and investment management excellence, based on recommendations from peers and clients, and growth in assets under management....more
Boston Trust Walden Website • April 29, 2024
Boston Trust Walden has published its updated 2024 Proxy Voting Guidelines, outlining its approach to corporate governance and shareholder resolutions. The guidelines reflect the firm's commitment to responsible investing and engagement on environmental, social, and governance (ESG) issues....more
Boston Trust Walden Website • December 14, 2023
Following constructive dialogue co-led by Boston Trust Walden, ExxonMobil announced a new Scope 1 and 2 greenhouse gas emissions reduction target for its Permian Basin operations, demonstrating the impact of shareholder advocacy in promoting corporate sustainability....more
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