Boston Trust Walden, Inc.

Boston Trust Walden, Inc.

Boston Trust Walden, Inc.

Overview
Date Founded

1974

Headquarters

1 Beacon Street,33rd floor,Boston, MA 02108-3116

Type of Company

Private

Employees (Worldwide)

25

Industries

Investment Services & Portfolio Management

Company Description

Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation.

Contact Data
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Executives & Employees

Senior Vice President & Director of ESG Shareowner Engagement

Co-Chief Executive Officer

Co-Chief Executive Officer

Director & President

Chief Financial Officer

Chief Investment Officer

Managing Director

Managing Director

Managing Director

Senior Vice President & Director of Small Cap Investing

Board of Directors

President, Chief Executive Officer & Chairman of the Board of Directors at Boston Trust Walden Co.

Director of ESG Shareowner Engagement at Boston Trust Walden Co.

Chief Investment Officer at Boston Trust Walden Co.

Managing Director at Boston Trust Walden, Inc.

Director, Investor Services at Boston Trust Walden Co.

Director & President at Boston Trust Walden, Inc.

Portfolio Manager at Boston Trust Walden, Inc.

Managing Director at Boston Trust Walden, Inc.

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Boston Trust Walden, Inc.
Recent Transactions
Details Hidden

RSA Security LLC purchases Cyota, Inc. from RRE Advisors LLC, Giza Venture Capital, Bessemer Venture Partners, JAFCO Investment (Asia Pacific) Ltd., Israel Seed Partners, Poalim Ventures Ltd., Quan Ventures LLC

Transaction Clients
Escrow Agent

Advised on RSA Security LLC purchases Cyota, Inc. from RRE Advisors LLC, Giza Venture Capital, Bessemer Venture Partners, JAFCO Investment (Asia Pacific) Ltd., Israel Seed Partners, Poalim Ventures Ltd., Quan Ventures LLC

Escrow Agent

Advised on RSA Security LLC purchases Cyota, Inc. from RRE Advisors LLC, Giza Venture Capital, Bessemer Venture Partners, JAFCO Investment (Asia Pacific) Ltd., Israel Seed Partners, Poalim Ventures Ltd., Quan Ventures LLC

Clients

MISSION, VISION AND VALUES STATEMENT A. MISSION The Needmor mission is to work with others to bring about social justice. The Needmor Fund supports people who work together to change the social, economic, or political conditions which bar their access to participation in a democratic society. B. VISION Our work is informed by a vision of justice: We work towards a nation committed to democracy in which all persons are free and equal to determine the actions of government and thus assure their fundamental rights. These rights include justice, political liberty, and the basic necessities of life: food, shelter, safety, access to health care, an education which enables them to be contributing members of society, and the opportunity to secure productive work with just wages, benefits, and working conditions. We seek a society in which all citizens are free to exercise these rights regardless of race, ethnic origin, gender, sexual orientation, disability or religious persuasion. We strive especially to engage those whose participation in the affairs of the community has been systemically denied, because we believe our nation will operate most equitably when all of its people are actively involved in crafting the vision, values, and policies that affect their lives. C. VALUES Our work together is guided by the following beliefs: That every individual has inherent worth and has the right to have his or her voice heard; and that diversity, inclusiveness, and the views of those with different backgrounds and experiences are central to responsible deliberation and decision-making. D. PRACTICES As a Board and in the field, we maintain the following principles of behavior: Open, honest, clear communication. Acknowledging that communication is not one-way, but interactive, we will attempt to maintain active, respectful dialogue to clarify issues and dispel confusion. We will work to be sensitive to the perspective of the audience, aware of our own and other's biases, and open to disagreement and constructive criticism. We will seek to address and resolve conflicts maturely. Mutual respect and attention to relationships. We will be mindful that the best work comes from people working collaboratively, which requires being responsible and accountable to each other. We will make every effort to respect and acknowledge the talents and the time and effort contributed by each of our working partners. Honest, reflective, constructive learning: We will remember that our experiences as an organization and as individuals are invaluable. Risk-taking and innovation must be grounded in careful evaluation and examination of our failures as well as our successes. Flexibility and responsiveness: We will try to understand, accept, and respond to the changes in each other and in our world. E. THE DONOR FAMILY We believe that the involvement of the Donor family - their time, energy, knowledge, values, historical connection to Needmor, and their financial contributions -- constitutes a vital resource for Needmor and will continue to be cultivated. We also believe that the family should serve Needmor rather than Needmor serving the needs of the family.

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