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BOSTON TRUST INVESTMENT MANAGEMENT, INC.

Business and Investment Profile

The BOSTON TRUST INVESTMENT MANAGEMENT, INC. is a privately held investment adviser that advises $4.32Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. BOSTON TRUST INVESTMENT MANAGEMENT, INC. is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 21.4% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 25.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at ONE BEACON STREET 34TH FLOOR, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 32 employees comprised of 19 investment and 13 non-investment staff. The total number of Employees increased by 6.67% over the last 5-years.

Asset Profile

Their $4.32Bn in assets advised are owned by 0 private funds, 11 public funds and BDCs and 3 other accounts. Assets of Investment Companies (IC) clients own $3.93Bn or 91.07% of Total Assets and Sovereign Wealth Funds and Foreign Official Institutions own $226.53mn or 5.25% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity and Multi Strat, representing 82.92% and 17.08% of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Investment Companies (IC) and Sovereign Wealth Funds and Foreign Official Institutions.

Service Provider Profile

The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees and management fees.

Sub-Advisers

BOSTON TRUST INVESTMENT MANAGEMENT, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: BOSTON TRUST INVESTMENT MANAGEMENT, INC.

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Keywords: Boston Trust Investment Management, Boston Trust Walden, Boston, Walden
Generated 2026-09-12T06:48:25.020926.  © 2026 Convergence.