Domenic Colasacco

Boston Trust & Investment Management Co. provides banking services. The firm provides its services to high net worth individuals and their families, foundations, endowments, pension and profit sharing plans, retirement plans of municipalities, corporations, religious organizations, Taft Hartley plans, and labor unions. It also provides financial planning, tax management services, trust services, and estate planning. The company was founded in 1974 and is headquartered in Boston, MA.

Boston Trust Investment Management (BTIM) primary investment strategies include: All Cap, Core (Mid and Large Cap), Growth, Value, Mid Cap, Small-Mid (SMID) Cap, Small Cap, International, Mixed-Asset, Domestic Balanced, Global Balanced, and Global Asset Allocation. BTIM offers a wide range of equity strategies, which may focus on equity securities of a particular style, market capitalization, or geography. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, more sustainable business models, and reasonable valuation.BTIM's fixed income management focuses on maintaining a portfolio of debt securities, cash, or other instruments that pay either a fixed or a floating rate of interest. Income strategies may include debt securities that provide tax-advantaged interest payments, such as municipal bonds, or those that include higher credit risk (e.g. corporate bonds). Income strategies may include debt securities issued by the US Government, as well as its Agencies. Fixed income management is a component of balanced and asset allocation strategies. BTIM seeks to add value through duration management, yield curve strategies, sector rotation, and individual security selection.

MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio.There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements.By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes.MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed.