Boston Common Asset Management offers investment management services, focusing on equity and balanced accounts. They cater to various clients, including organizations, retirement plans, high net worth individuals, and mutual funds. Boston Common integrates Environmental, Social, and Governance (ESG) factors into their investment process, using research and shareholder engagement to encourage corporate transparency and accountability on ESG issues. Clients with larger portfolios can customize their ESG guidelines.
Fee Structure
Boston Common offers investment management through separate accounts, mutual funds, and private commingled vehicles. Fees vary depending on the investment strategy and account size.
Separate Accounts: Fees are tiered based on the amount invested. Minimum account sizes apply.
Mutual Funds: Fees are a flat percentage of assets. Minimum investments apply.
Private Commingled Strategies: Fees are tiered based on the amount invested. Minimum account sizes apply. These are available only to accredited investors.