Boston Trust Walden Inc. manages investments for institutions, pensions, and government agencies. They focus on environmental, social, and governance (ESG) factors in their investment decisions. They offer various equity and multi-asset strategies. Boston Trust Walden also provides model portfolios to financial services firms but does not exercise investment discretion in those programs.
Assets Under Management$5.1B
Clients15
AdvisorsN/A
Avg. per Client$340M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Boston Trust Walden manages investments for institutional clients, charging a percentage of the assets they manage. The fees and minimum investments vary depending on the investment strategy:
- Multi-Asset: 0.65% on the first $10 million, 0.55% on the next $15 million, and 0.45% on the balance. Minimum initial investment is $5 million.
- All Cap Equity/Large Cap Equity (Core, Value): 0.60% on the first $10 million, 0.50% on the next $15 million, and 0.40% on the balance. Minimum initial investment is $5 million.
- Mid Cap Equity: 0.50% on the first $20 million, and 0.40% on the balance. Minimum initial investment is $5 million.
- SMID Cap Equity: 0.75% on the first $10 million, 0.65% on the next $15 million, and 0.55% on the balance. Minimum initial investment is $5 million.
- Small Cap Equity: 0.85% on the first $25 million, 0.75% on the next $25 million, and 0.65% on the balance. Minimum initial investment is $5 million.
- Developed International Equity: 0.75% on the first $10 million, 0.70% on the next $25 million, and 0.65% on the balance. Minimum initial investment is $5 million.
Fee arrangements are negotiated and may be modified.
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