Investment Services

Unparalleled Choice of Asset Classes for Social Investors

Boston Common's range of investment choices harness growth in stocks and in bonds, in small cap and in large cap, in the U.S. and around the world.  Our investment decisions draw upon our in-house experience and the special expertise of our sub-advisers.  We seek not only to outperform, but also to compensate for the impact of social screens on portfolio diversification. 

 
Domestic Large Cap
Core and Value
Equity and Balanced

Separate Accounts
Boston Common Asset Management
Since 1994*

International
Separate Accounts

Commingled Funds

Boston Common Asset Management
Since 1995*

Small Cap
Commingled Fund
Boston Common Asset Management
Since 1997*

*Beginning at Walden Capital Management, our predecessor firm.

US Social Equity and Balanced Investing

Product Overview:
Boston Common’s socially-screened, large cap value and core portfolios provide the anchor for our clients’ investment strategies. The investment process for these equity and balanced accounts draws on rigorous analysis and judgment gained by experience. Our team sits down with clients to understand their planning time horizon, risk tolerance, and spending guidelines. We integrate these concerns with our clients’ social objectives to craft portfolios that are both properly diversified and socially responsible. Our investing strategy combines thematic sector and economic analysis with bottom-up stock selection to produce high-quality, value-oriented portfolios.

International Equity Investing

Product Overview:
Boston Common's socially-screened international equity strategy offers investors global diversification while remaining true to their social mission.  Based on our analysis of individual securities and foreign markets, we create an economically and geographically diversified portfolio of international stocks.  We use American Depository Receipts (ADRs) where possible to lower custody and transaction costs.  We have a 3-5 year time horizon with low turnover and tax management capabilities.  Boston Common manages in-house international separate accounts.  We also offer sub-advised Catholic and Social international commingled funds.

US Small Cap Value Equity Investing

Product Overview:
Boston Common's socially-screened small cap value portfolios strive to achieve long term capital appreciation through a diversified portfolio of high-quality value oriented stocks. Investment in smaller market capitalization companies may result in somewhat greater volatility than that afforded by larger stocks over short periods, but can provide opportunities for greater returns. Investment in the small cap product is available through a sub-advised social commingled fund.