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Boston Trust & Investment Management Company Our Approach Since 1974 we have endeavored to construct well-diversified portfolios of high quality investments in order to provide competitive returns with below

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CONTACTS AT BOSTONTRUST.COM

Boston Trust & Investment Management Company

One Be●●●●●●Street

Bo●●on , MA, 02108

US

1.61●●●●7224
WH●●●●●@bostontrust.com

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Boston Trust and Invetsment Management Co

Harper, William

One ●●●●n St

Bo●●on , MA, 02108

US

1.61●●●●7224
WH●●●●●@bostontrust.com

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Boston Trust & Investment Management Company

Boston Trust & Investment Management Company

One Be●●●●●●Street

Bo●●on , MA, 02108

US

1.61●●●●7224
WH●●●●●@bostontrust.com

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Home - Boston Trust & Investment Management | bostontrust.com Reviews

https://bostontrust.com

Boston Trust &amp; Investment Management Company Our Approach Since 1974 we have endeavored to construct well-diversified portfolios of high quality investments in order to provide competitive returns with below

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INTERNAL PAGES

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1

Fixed Income

http://www.bostontrust.com/Investment-Strategies/fixed-income

Boston Trust seeks to add value to fixed income portfolios through duration management, yield curve strategies, sector rotation, and individual security selection. Our high quality approach provides superior protection of principal, especially in challenging financial periods, yet also offers the opportunity for capital appreciation in rising markets. Barclays Capital Government/Credit Intermediate Bond Index. April 1, 1991. Boston, MA 02108 USA ( map.

2

Separately Managed Accounts

http://www.bostontrust.com/How-To-Invest/separately-managed-accounts

Boston Trust can manage your individual portfolio through a separately managed account structure. Separately managed accounts have several advantages:. Tailored to your specific investment guidelines. Flexible to respond to changes in investment objectives. For information on account minimums and fee schedules. Boston, MA 02108 USA ( map. INVESTMENTS ARE NOT FDIC INSURED, NOT BANK GUARANTEED, AND MAY LOSE VALUE.

3

Skyline 2

http://www.bostontrust.com/homepage-hero/skyline-2

4

Company Overview

http://www.bostontrust.com/About-Boston-Trust/company-overview

Stephen J. Amyouny, CFA. William H. Apfel, CFA. Stephen Benevento, CFP , CTFA. Nichols W. Caldwell, CFA. Domenic Colasacco, CFA. Mark E. Cushing, CFA. Stephen C. Franco, CFA. Russell T. Gentry, CFA. Kimberly D. Gluck, CFA. Patricia Brennan Leary, CFA. Nathaniel J. Riley, CFA. David A. Sandell, CFA. Lucia Santini, CFA. Kenneth P. Scott, CFA. Heidi Soumerai, CFA. Heidi H. Vanni, CFA. Richard Q. Williams, CFA. Mark Zagata, CFA. Jennifer Ellis, CPA. Sarah T. Kelly, JD, CFP. Ellen A. Lotufo, CISP.

5

Mutual Funds

http://www.bostontrust.com/mutual-funds

Manager, Mutual Fund. Login to Fund Direct. Walden Asset Management, a division within Boston Trust, manages portfolios for clients seeking to generate social and environmental impact with their investments. Walden encourages portfolio companies to improve their environmental, social and governance (ESG) performance and transparency utilizing customized portfolio screens and shareholder engagement strategies. Engagement strategies include dialogue with company management, proxy voting, sponsorshi...Share...

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waldenassetmgmt.com waldenassetmgmt.com

Overview

http://www.waldenassetmgmt.com/How-To-Invest/overview

Fossil Fuel Free Portfolios. Walden In the News. We have several different vehicles through which prospective investors may invest in the Walden strategies, including separately managed accounts. And proprietary mutual funds. Each vehicle has a minimum investment amount. Our strategies are available on select single-contract and dual-contract managed account platforms of nationally recognized broker/dealers. We do not currently participate in any unified managed account (UMA) programs.

waldenassetmgmt.com waldenassetmgmt.com

Institutions

http://www.waldenassetmgmt.com/Our-Clients/institutions

Fossil Fuel Free Portfolios. Walden In the News. Walden services the investment management and fiduciary needs of a wide variety of institutional investors, including public and corporate retirement plans, foundations, endowments and non-profits. We provide well-diversified domestic and global multi-asset, balanced and active asset allocation strategies for small to mid-sized plans seeking to rely on a single advisor for investment management and fiduciary services, often including custody.

waldenassetmgmt.com waldenassetmgmt.com

Advisors

http://www.waldenassetmgmt.com/Our-Clients/advisors

Fossil Fuel Free Portfolios. Walden In the News. Walden supports professional advisors and institutional consulting firms in service of their clients. We seek to make our portfolio management teams directly available without filter to consultants and their research associates. In addition, information about our firm and strategies can be found in most institutional third party databases. Please contact us directly to request information or to set up a meeting. For more information please contact:.

waldenassetmgmt.com waldenassetmgmt.com

Fixed Income

http://www.waldenassetmgmt.com/Strategies/fixed-income

Fossil Fuel Free Portfolios. Walden In the News. Fossil Fuel Free Portfolios. Walden seeks to add value to fixed income portfolios through duration management, yield curve strategies, sector rotation, and individual security selection. Our high quality approach provides superior protection of principal, especially in challenging financial periods, yet also offers the opportunity for capital appreciation in rising markets. Barclays Capital Government/Credit Intermediate Bond Index. April 1, 1991.

waldenassetmgmt.com waldenassetmgmt.com

List of articles

http://www.waldenassetmgmt.com/News/Newsletters/2014/Winter/list-of-articles

Fossil Fuel Free Portfolios. Walden In the News. Walden In the News. Investment and ESG Issues. Tax and Estate Planning. Winter 2014 Edition of. 40 Years of Impact. Fueling Profits or Conservation? Partnerships at Work: US SIF. Research and Engagement in Action. IE2 Initiative: A New Tool to Monitor, Measure, and Report Impact. Cutting Edge Companies: Anika Therapeutics. Portfolio Carbon Footprint Analysis. Sign Up for Email Updates. Subscribe to Walden RSS. Boston, MA 02108 USA ( map.

waldenassetmgmt.com waldenassetmgmt.com

Fossil Fuel Free Portfolios

http://www.waldenassetmgmt.com/Strategies/FFF

Fossil Fuel Free Portfolios. Walden In the News. Fossil Fuel Free Portfolios. How Walden Manages Climate Change Risk. Fossil Fuel Free Portfolios. Many of our clients have asked us to exclude fossil fuel companies from their portfolios. Walden has a 15 year track record managing fossil fuel free portfolios and we can customize these portfolios across capitalization. As of December 31, 2015 fossil fuel free client assets totaled 15% of Walden assets under management. Sign Up for Email Updates.

waldenassetmgmt.com waldenassetmgmt.com

Separately Managed Accounts

http://www.waldenassetmgmt.com/How-To-Invest/separately-managed-accounts

Fossil Fuel Free Portfolios. Walden In the News. Walden can manage your individual portfolio through a separately managed account structure. Separately managed accounts have several advantages:. Tailored to your specific financial and environmental, social and governance (ESG) guidelines. Flexible to respond to changes in investment objectives. Please contact Lindsey Lane. For information on account minimums and fee schedules. Sign Up for Email Updates. Subscribe to Walden RSS. Boston, MA 02108 USA ( map.

waldenassetmgmt.com waldenassetmgmt.com

Community Development Investing

http://www.waldenassetmgmt.com/Strategies/community-development-investing

Fossil Fuel Free Portfolios. Walden In the News. Fossil Fuel Free Portfolios. As Calvert Foundation's first i. I've been there since the beginning. It's. Been incredible to watch the impact. Investing movement gather steam over. The past 20 years.". Managing Director at Boston Trust and Walden, and First Community. Calvert Foundation Community Investment Note (CI Note). Self-Help Federal Credit Union Term Certificates (CDs). Sign Up for Email Updates. Subscribe to Walden RSS. Boston, MA 02108 USA ( map.

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Home - Boston Trust & Investment Management

Individuals & Families. Advisors & Consultants. Boston Trust and Investment. Since 1974 we have endeavored to construct well-diversified portfolios of high quality investments in order to provide competitive returns with below average risk. Our professionals offer an exceptional blend of talent and experience and are dedicated to providing investment solutions and service tailored to your investment needs. Impact of your investments? Individuals & Families. Advisors & Consultants.

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Boston Trust & Investment Management

Since 1974 we have endeavored to construct well-diversified portfolios of high quality investments in order to provide competitive returns with below average risk. Our professionals offer an exceptional blend of talent and experience and are dedicated to providing investment solutions and service tailored to your investment needs. Impact of your investments? Boston, MA 02108 USA ( map. INVESTMENTS ARE NOT FDIC INSURED, NOT BANK GUARANTEED, AND MAY LOSE VALUE.

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