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  • Com­mit­ted to serv­ing our clients’ finan­cial needs with com­pet­i­tive invest­ment performance
  • Ded­i­cated to social change

Zevin Asset Man­age­ment, LLC is a global top-​down invest­ment man­age­ment firm whose phi­los­o­phy is rooted in the idea of avoid­ing major losses rather than seek­ing big gains. Our dis­ci­plined approach removes the emo­tion from invest­ing by iden­ti­fy­ing attrac­tive regions and sec­tors from around the world while expe­ri­enced ana­lysts con­cen­trate on stock selec­tion. For both social and invest­ment rea­sons, we focus our stock selec­tion on well-​managed com­pa­nies with sus­tain­able busi­ness practices.

Social Respon­si­bil­ity

For both social and invest­ment rea­sons, we focus on well-​managed com­pa­nies with sus­tain­able busi­ness prac­tices capa­ble of deliv­er­ing worth­while returns for a num­ber of years. The secu­ri­ties that we man­age are screened for a wide range of social cri­te­ria and are voted in a con­sci­en­tious way. Our share­holder activism includes ini­ti­at­ing com­pany dia­logues and co-​filing share­holder res­o­lu­tions on behalf of our clients. . . . MORE

News

October 18, 2018
Q3 Advocacy Update.  READ

September 17, 2018
Impact Report 2018.  READ

August 21, 2018
Impact Brief: Skin in the game. Why we’re leading a push for inclusion & accountability in the tech sector.  READ

July 27, 2018
Impact Brief -- Caretaking & Human Capital: Why we’re leading an investor project on paid family leave..  READ

July 13, 2018
Q2 Advocacy Update.  READ

invest­ment commentary

November 5, 2018

Deficits and Market Churn

By Philip Hergel, Senior Quantitative Analyst

As we proceed through the fourth quarter of 2018 we are experiencing one of the most intense periods of equity volatility since this long bull market began in 2009. There are multiple contributing factors at play including geopolitical tensions, expensive stock valuations, rising interest rates, and trade disputes. Regionally, the European Union experiment is starting to crumble with BREXIT scheduled to happen (or maybe not?) on March 29, 2019. The European Central Bank is on the verge of reversing their unprecedented monetary easing policy. Emerging markets are experiencing their worst . . . MORE