The Board of Directors oversees all investment activities of Boston Trust Walden, including responsible investment strategy and implementation. Three Executive Managing Directors comprise the Executive Committee (EC), including the CIO. The Director of ESG Investing reports to and meets regularly with the CIO to establish, monitor, review, and revise RI objectives and priorities. The Director of ESG Investing oversees a seven-person in-house ESG team and is responsible for overseeing ESG research, ESG integration, ESG engagement, and proxy voting. In addition to the Director of ESG Investing, dedicated ESG staff include two senior professionals, three ESG analysts, and one ESG associate.
While the ESG team has day-to-day responsibility for ESG research and engagement, our monthly meeting of the ESG Research and Engagement Committee (REC) provides an opportunity to communicate and discuss timely and regular (monthly and annual) assessments of ESG goals and performance. REC, chaired by the Director of ESG Engagement, includes various members of the Executive Committee and Boston Trust Walden board of directors, as well as portfolio managers, securities analysts, and ESG team members.
The Director of ESG Investing reviews and guides methodologies on emerging or complex ESG research issues, works with the Chief Investment Officer and ESG Integration Manager to develop and refine policies on ESG factor integration, and reviews and monitors company engagements and public policy priorities.
Finally, our Proxy Voting and Shareholder Engagement Committee has oversight responsibility for proxy voting policies and practices and reviews and affirms annually active ownership priorities, goals, and progress. The Director of ESG Investing and two Executive Managing Directors serve on this Committee.