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About

Ƶ is an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients.

Our
History

1974

Formed as the investment and trust division of US Trust Company of Boston, a New England regional bank

1975

Initiated socially responsible investment services

1986

Filed first shareholder resolution by a mutual fund, prompting a company to negotiate in good faith with its union

1998

Established Walden Asset Management as a brand to distinguish our sustainable, responsible, and impact investment practice

2004

Became 100% employee-owned following management buyout from parent company

2007

Became signatory to the Principles for Responsible Investment

2017

Successfully challenged large asset managers to address ESG issues in their proxy voting policies and practices

2018

Filed 500th shareholder resolution; ~40% successfully withdrawn with agreement

2019

Changed name to
Ƶ

2021

Joined the Net Zero Asset Managers Initiative supporting the goal of net zero greenhouse gas emissions by 2050 or sooner

Why We're
Different

Independent and employee-owned

Our structure as an independent, employee-owned firm enables us to make business decisions that align clients and colleagues toward long-term success, and foster a work environment where colleagues have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts.

Distinctive investment philosophy and disciplined approach

Our investment philosophy is centered on investing in high quality securities. Our portfolio management teams adhere to systematic, disciplined, and repeatable processes in financial analysis, integrated ESG research, tactical asset allocation, and portfolio construction. Over full market cycles, our strategies have produced a distinct performance pattern, the hallmark of which is downside protection in declining or volatile markets.

Leadership in ESG and impact investing

We have a unique history as a leader within the impact investing industry. We seek to advance sustainable business practices at the companies in which we invest on behalf of clients through a multifaceted framework and thoughtful, collaborative approach.

Our Culture

Culture

Putting Our Principles Into Action (2022 Company ESG Report)


Culture

Matthew: A summer in Boston to remember


Culture

BTW Together