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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

November 28, 2016
Zevin Asset Management Welcomes Senior Portfolio Manager Steven Dray.  READ

November 23, 2016
Financial Planners Play Therapist.  READ

November 8, 2016
Money Talks for Candidate Stein.  READ

October 18, 2016
Q3 Engagement & Advocacy Update.  READ

October 14, 2016
More Than Words Volunteer Day.  READ

invest­ment commentary

November 9, 2016

Fear and Loathing

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

The election results have brought many of us to despair and foreboding. Are we now doomed to backslide on discrimination against women, ethnic and religious minorities, immigrants, the LGBTQ community, perhaps anyone in the world who is not a white, male, Christian American? The answer to this question is neither yes nor no. Many of these ugly trends have already been under way for decades: undermining Roe v. Wade and the Supreme Court itself, killing the Voting Rights Act, turning America into a country where there are more guns than people, militarizing local police forces, and . . . MORE