Fund Inception | 06/09/2015 |
Name of Issuer | Boston Trust Walden Funds |
Fund Advisor(s) | Boston Trust Walden Inc. |
Sub-Advisor(s) | -- |
Fund Managers for WIEFX
David Sandell
Portfolio Manager since 05/01/2017
https://www.bostontrustwalden.com/people/david-a-sandell-cfa/
Nathaniel Riley
Portfolio Manager since 05/01/2017
https://www.bostontrustwalden.com/people/nathaniel-j-riley-cfa/
Aaron Ziulkowski
Portfolio Manager since 06/30/2024
https://www.bostontrustwalden.com/people/aaron-john-ziulkowski-cfa/
Aaron provides primary research and analysis for the firm’s equity strategies. He is also a Portfolio Manager on the Boston Trust Walden International Large Cap strategy.
As Manager of ESG Integration, Aaron develops and refines environmental, social, and governance (ESG) integration tools and methodologies utilized by all investment strategies across the firm. He is a member of the Active Ownership, ESG Research & Engagement, and ESG Integration Committees.
Aaron began his career in 2003 and joined Boston Trust Walden in 2013. Previously, he worked at Ceres where he was responsible for multi-stakeholder dialogues with companies in the energy, technology, and transportation sectors. Before joining Ceres, he worked for Pact, Inc., where he was responsible for helping build a program focused on responsible business practices in developing countries. Among other efforts, he helped develop a program addressing conflict minerals in the Democratic Republic of the Congo.
Aaron earned an MA in Latin American Studies from the George Washington University and a BA magna cum laude from Westmont College. He holds the Chartered Financial Analyst® designation and Fundamentals of Sustainability Accounting (FSA) Credential, and is a member of the CFA Society Boston and the CFA Institute. He is also a member of the Investment Committee of the Mennonite Education Agency.
Kabir Goyal
Portfolio Manager since 12/31/2024
Kabir is a portfolio manager for the International Large Cap Equity and US Large Cap Core Equity strategy teams. He is a member of the Investment Committee and provides primary research and analysis across sectors.
Kabir began his career in 2002 and joined Boston Trust Walden in 2024. Previously, he served as a Managing Director at Brown Capital Management and Senior Portfolio Manager of the International All Company and International Small Company strategies. Prior to Brown Capital Management, he worked at Wasatch Advisors for six years in various investment roles, most recently as an Associate Portfolio Manager on the International Small Cap strategy. Earlier in his career, he was an equity analyst at Putnum Investments and the Associates Team Leader at Cambridge Associates.
Kabir earned an MBA from the MIT Sloan School of Management and a BA in Computer Science and Economics from Pomona College. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.