About the Adviser
Boston Trust Investment Management, Inc. ("BTIM, Inc."), established in 2001, is a registered investment adviser with the Securities and Exchange Commission. BTIM, Inc. provides investment advisory services relating primarily to the purchase and sale of securities to registered investment companies. BTIM, Inc. is a wholly-owned subsidiary of Boston Trust & Investment Management Company, an employee-owned, independent, Massachusetts chartered trust company. Boston Trust provides investment management and fiduciary services to institutions, including public and corporate retirement plans, foundations, and endowments, as well as to high net worth individuals and families.
For those clients interested in socially responsible or sustainable investing, Walden Asset Management, a division within Boston Trust, integrates environmental, social and governance (ESG) research and engagement into the investment process. Walden uses portfolio screening, proxy voting, shareholder engagement, and public policy advocacy to achieve its clients' ESG objectives.
The Boston Trust & Walden Funds - Current Reports
The 2011 Semi-Annual Report is available here.
2011 Capital Gains Distribution information is available here.
*XBRL data files are readable through an XBRL viewer only. To access a viewer, please visit the SEC's website at https://datapreview.sec.gov/previewer/.
**Some of the reports for these funds are not yet available. The Boston Trust SMID Cap Fund was launched on November 30, 2011 and the Walden Midcap Fund was launched on August 1, 2011.
Proxy Voting Guidelines
Boston Trust Proxy Voting Guidelines
Walden Proxy Voting Guidelines
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Please carefully read the prospectus or summary prospectus and consider the investment objectives, risk, charges, and expenses of the funds before investing. Call 1-800-282-8782 ext. 7050 to obtain a prospectus, which contains this and other important information about the funds.
Funds Distributed by: Foreside Distribution Services, L.P., Three Canal Plaza, Suite 100, Portland, Maine 04101. Not affiliated with Boston Trust & Investment Management Company.
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© Copyright 2011 Boston Trust Investment Management, Inc
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