[X] CLOSEMAIN MENU

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

Read our Brexit Invest­ment Update

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

June 23, 2016
Zevin Asset Management, LLC Named to 2016 Financial Times 300 Top Registered Investment Advisers.  READ

April 29, 2016
ZAM Shareholder Resolution regarding lobbying disclosure receives 41.2% vote in favor of proposal at CenterPoint Energy.  READ

March 30, 2016
ZAM Withdraws Lobbying Proposals at Walmart and Centerpoint.  READ

January 31, 2016
An SRI Investment Collaboration Across Generations and Genders by Paul Ellis at Financial Advisor.  READ

January 28, 2016
Investing to Stop Mass Incarceration by Sonia Kowal via NCRP.  READ

invest­ment commentary

December 27, 2015

Our Outlook for 2016 and Beyond

By Robert Brooke Zevin, Chairman, Chief Investment Officer & Sr. Portfolio Manager

For the past 18 years, we have purposely opted out of the annual investment industry ritual of providing forecasts for the coming year. An important principle of our investment approach has been and remains to avoid having a single forecast for the next year, or any other period of time. Many investment losses are caused by investor confidence that he or she knows what will happen in the future. Our preference is always to consider a number of different things that might happen, and to invest in ways that provide protection against losses in bad market outcomes irrespective of how optimistic . . . MORE