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 a corporation focused on managing institutional portfolios, particularly for investment companies and other business or institutional clients. The adviser has been SEC-registered since 2001 and charges fees as a percentage of assets under management. It identifies as an active ESG investor, which influences its allocation and manager selection. The firm does not present itself as a multi-state or newly formed adviser and is not described as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1
Jennifer Ellis
Chief Financial OfficerCRD 6775138
Contacts
3 of 6
David Sandell
Portfolio ManagerCRD 4426817
Thomas Boland
Associate General CounselCRD 5653284
Valerie Quinones
Director Of Risk ManagementCRD 8245581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$159M in ETFs
97%
$154M
1%
$5.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $38.4M | 55,859 | 24.07% |
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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