Tim Smith

Director of ESG Shareowner Engagement at Boston Trust & Investment Management Co.

Tim Smith

Tim Smith

Director of ESG Shareowner Engagement at Boston Trust & Investment Management Co.

Overview
Career Highlights

Interfaith Center on Corporate Responsibility
Boston Trust Investment Management, Inc.
Boston Trust & Investment Management Co.

RelSci Relationships

1195

Number of Boards

9

Number of Awards

3

Relationships
RelSci Relationships are individuals Tim Smith likely has professional access to. A relationship does not necessarily indicate a personal connection.

Executive Managing Director at Boston Trust & Investment Management Co.

Relationship likelihood: Strong

Director & President at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

Executive Managing Director at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Manager, Trading Systems & Head Fixed Income Trader at Boston Trust & Investment Management Co.

Relationship likelihood: Strong

Managing Director at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

Managing Director at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

Managing Director at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

Chief Financial Officer at Boston Trust & Investment Management Co.

Relationship likelihood: Strong

Executive Managing Director at Boston Trust Investment Management, Inc.

Relationship likelihood: Strong

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Tim Smith
Director of ESG Shareowner Engagement at Boston Trust & Investment Management Co.
Education
BA
Class of 1966

Established in 1827, the University of Toronto has one of the strongest research and teaching faculties in North America, presenting top students at all levels with an intellectual environment unmatched in depth and breadth on any other Canadian campus. With more than 82,000* students across three campuses (St. George, Mississauga and Scarborough) and over 500,000 alumni active in every region of the world, U of T's influence is felt in every area of human endeavour.

Masters of Divinity Degree

Union Theological Seminary is an independent, multi-denominational seminary in the City of New York whose mission derives from a Christian heritage that is at once progressive and evangelistic: to educate leaders for ministry in churches and related organizations, to extend the work of social justice and to enrich the academy through teaching and research. Education at Union Theological Seminary is deeply rooted in a critical understanding of the breadth of Christian traditions yet significantly instructed by the insights of other faiths. It makes connections between these traditions and the most profoundly challenging issues of our contemporary experience: the realities of suffering and injustice, world religious pluralism, the fragility of our planet, and discoveries of modern science. Union envisions a future in which teaching and learning continues to be ecumenical in spirit, supporting a record of academic excellence and a deep commitment to social justice.

Career History
Senior Vice President & Director of ESG Shareowner Engagement
2000 - Current

BTIM Inc.'s primary equity investment strategies include: All Cap, Large-Cap Core, Large-Cap Growth, Large-Cap Value, Mid-Cap, Small-Mid Cap, Small-Cap, and Developed International Large-Cap. Their Mixed-Asset strategies consist of US Balanced, Global Balanced, and Global Asset Allocation. BTIM Inc.'s equity strategies seek to invest in a well diversified set of companies meeting three standards: higher than average financial quality, more sustainable business models, and reasonable valuation. Style focused equity strategies include growth, value, and core (or style neutral). Growth strategies seek to invest in securities of companies that have demonstrated above-average historical earnings growth, and continue to have attractive growth prospects. Value strategies seek companies whose securities are trading at attractive valuations relative to their sector peers, the market, and/or own history. Core strategies may include investments in both growth and value securities while adhering to the three standards noted in the above paragraph. Market capitalization equity strategies focus on securities of Large Cap, Mid Cap, SMID Cap, or Small Cap companies. A mixed-asset strategy may change its allocation between equity and debt securities, or among particular equity or fixed income approaches, depending on economic and market conditions. 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. Income strategies may include debt securities issued by the United States Government, as well as its Agencies. Fixed income management is a component of balanced and asset allocation strategies. BTIM Inc. seeks to add value through duration management, yield curve strategies, sector rotation, and individual security selection.

Director of ESG Shareowner Engagement
Current

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 1960 and is headquartered in Boston, MA.

Fund Advisor
Tenure Unconfirmed

Wellington Management's investment services rely on their extensive independent research and include portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has a number of different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macroanalysts, quantitative analysts and technical analysts. Wellington Management's portfolio management teams often include dedicated analysts who evaluate securities and other instruments for suitability based on the team's investment approach. The firm supplements their internal research with external research from sources such as broker/dealers and third-party research firms. These sources typically provide data, research and analysis and may serve as a gauge of market consensus.

Boards & Committees
Director
2000 - Current

BTIM Inc.'s primary equity investment strategies include: All Cap, Large-Cap Core, Large-Cap Growth, Large-Cap Value, Mid-Cap, Small-Mid Cap, Small-Cap, and Developed International Large-Cap. Their Mixed-Asset strategies consist of US Balanced, Global Balanced, and Global Asset Allocation. BTIM Inc.'s equity strategies seek to invest in a well diversified set of companies meeting three standards: higher than average financial quality, more sustainable business models, and reasonable valuation. Style focused equity strategies include growth, value, and core (or style neutral). Growth strategies seek to invest in securities of companies that have demonstrated above-average historical earnings growth, and continue to have attractive growth prospects. Value strategies seek companies whose securities are trading at attractive valuations relative to their sector peers, the market, and/or own history. Core strategies may include investments in both growth and value securities while adhering to the three standards noted in the above paragraph. Market capitalization equity strategies focus on securities of Large Cap, Mid Cap, SMID Cap, or Small Cap companies. A mixed-asset strategy may change its allocation between equity and debt securities, or among particular equity or fixed income approaches, depending on economic and market conditions. 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. Income strategies may include debt securities issued by the United States Government, as well as its Agencies. Fixed income management is a component of balanced and asset allocation strategies. BTIM Inc. seeks to add value through duration management, yield curve strategies, sector rotation, and individual security selection.

Director
Current
Member, Board of Directors
Current
Chair
Prior

The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 - $2,499
2010

OUR MISSION: WORLD NEIGHBORS INSPIRES PEOPLE AND STRENGTHENS COMMUNITIES TO FIND LASTING SOLUTIONS TO HUNGER, POVERTY AND DISEASE, AND TO PROMOTE A HEALTHY ENVIRONMENT.OUR PURPOSE: WORLD NEIGHBORS' PURPOSE IS TO STRENGTHEN THE CAPACITY OF MARGINALIZED COMMUNITIES TO MEET THEIR BASIC NEEDS AND TO DETERMINE AND SUSTAIN AN EQUITABLE AND INCLUSIVE DEVELOPMENT PROCESS.

$5,000 - $10K
2008

OUR MISSION: WORLD NEIGHBORS INSPIRES PEOPLE AND STRENGTHENS COMMUNITIES TO FIND LASTING SOLUTIONS TO HUNGER, POVERTY AND DISEASE, AND TO PROMOTE A HEALTHY ENVIRONMENT.OUR PURPOSE: WORLD NEIGHBORS' PURPOSE IS TO STRENGTHEN THE CAPACITY OF MARGINALIZED COMMUNITIES TO MEET THEIR BASIC NEEDS AND TO DETERMINE AND SUSTAIN AN EQUITABLE AND INCLUSIVE DEVELOPMENT PROCESS.

N/A
2004
Political Donations
$250
2016

EMILY's List is a political action committee (PAC) in the United States that aims to help elect pro-choice Democratic female candidates to office. It was founded by Ellen Malcolm in 1984. The name EMILY's List is an acronym for "Early Money Is Like Yeast" (i.e., it raises dough).

$250
2012

Former President of United States

$250
2008

Former President of United States

Awards & Honors
2010
Treasury & Risk Magazine - 100 Most Influential People in Finance
Ethisphere Institute - 100 Most Influential People in Business Ethics
National Association of Corporate Directors - Directorship 100
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