Boston Trust Walden Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 111266
- Registered since
- April 11, 2001
- Website
- www.bostontrustwalden.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK INTERNATIONAL, J.P. MORGAN SECURITIES INC., BNP PARIBAS SECURITIES CORP.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies85.57%
- Other6.02%
- Sovereign Wealth Funds4.94%
- State / Municipal Government3.47%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Boston Trust Walden Inc. is an institutional registered investment adviser focused on managing portfolios for institutions and investment companies. The firm is registered with the SEC (registered in 2001) and charges clients on a percentage-of-AUM fee basis. Its stated advisory activities emphasize portfolio management for investment companies and for businesses or other institutional clients. Boston Trust Walden identifies as an active ESG investor in its allocations and operates as a corporation owned by a domestic entity and an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$168M in ETFs
98%
$164M
0%
$4.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ESG INTERNATIONAL STOCK ETF (VSGX) | Vanguard | Passive | Foreign Large Blend | $40.2M | 495,855 | 23.86% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Beacon St
- Time zone
- ET (UTC-5)
- Office locations
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