Protect and Grow Your Client’s Assets
PARTNER WITH A BOUTIQUE ASSET MANAGEMENT FIRM THAT WALKS THE TALK OF ESG
Think of our boutique asset management firm as you and your client’s one-stop-shop for all things investment-related. We are pleased to be able to offer three model separately managed account strategies (global equity and two global balanced portfolios) as well as materials for you to share with your client to provide education on socially responsible investment and the impact of investing responsibly. Because we want to make your clients happy as much as you do.
Our Investment Philosophy & Process
We believe that a well-executed, fundamental investment process focused on high-quality, global securities can deliver consistent alpha and competitive investment returns over an investment cycle. We believe that companies that are sustainably and responsibly managed for the long term will prosper as excellent investments. Our firm’s commitment to sustainable investment principles and impactful shareholder engagement embodies a distinct competitive advantage for our investment results and helps deliver long-term value creation. Our track record bears this out across multiple market cycles, both on an absolute and risk-adjusted basis.
The components of this repeatable alpha include an analytical edge, an information edge, and a time horizon edge. The analytical edge is derived from our team of highly experienced investment analysts with culturally diverse backgrounds and experiences at some of the finest universities and investment firms. Team members critically assess the fundamentals of the sectors and companies we invest in to construct a portfolio of quality businesses with persistent competitive advantages that can endure change and thrive in the future. We seek growing businesses which are leaders in their industry and are well-protected from macroeconomic, fundamental, and ESG risks over time. No one piece of this analysis stands alone, but rather it is all integrated into a holistic view that wisely informs our decisions. The information edge comes in the form of insights from our proprietary ESG analysis and engagement that we conduct with portfolio companies. Simply put, better risk assessment yields better portfolio returns. Finally, we invest for the long term. Our low turnover approach allows us to filter out market noise and information overload and permits us to optimally judge the enduring competitive advantages and sustainable growth prospects of the companies in which we invest.
Above all, our job is to protect and grow your clients’ money. You can be sure that we’ll be treating your clients’ money with the same care as if it were our own. We take a conservative approach and minimize the potential for loss.
Ready to learn more?
Email us today for more information or to begin the account opening process!
Strategies we offer
We offer three models as separately managed accounts though platforms such as Envestnet, Folio Institutional, Schwab Marketplace, and Pershing Lockwood. If your platform is not listed, please get in touch!
Global Equity
The Global Equity model invests in quality businesses with persistent competitive advantages that can endure change and thrive in the future. It seeks growing businesses which are leaders in their industry and are well-protected from macro-economic, fundamental, and ESG risks over time. We gain insights regarding risk and opportunities from proprietary ESG analysis and engagement conducted with portfolio companies.
Global Appreciation
The Global Appreciation model seeks to produce long-term appreciation with a strong focus on capital preservation through active risk management. It is a multi-asset, large-cap, long-only strategy that integrates ESG analysis. The investment process strives to create low downside capture and deliver competitive returns in up markets. The strategy has a benchmark of 80% global equities and 20% fixed income.
Global Appreciation with Income
The Global Appreciation with Income model is an actively managed balanced product whose goal is safety with modest capital appreciation. This strategy has a benchmark of 65% global equities and 35% fixed income.
AUTHENTICITY AS A SOCIALLY RESPONSIBLE INVESTMENT FIRM
In an investment sphere that is increasingly being “greenwashed,” Zevin Asset Management is the real deal. We are an authentic socially responsible investment firm that has been in practice for nearly three decades, long before ESG or impact investing became buzzwords within the industry. Zevin Asset Management integrates social responsibility into everything we do — from our investment process to the construction of our firm. Your clients trust you to find and connect them with the most financially and socially sound managers. As an experienced socially responsible investment firm, we are here to help your clients to closely align their investments with their values — it’s what we do best and have always done.
Naturally, it’s important that a socially responsible investment firm walks the talk. As a Certified B Corporation, Zevin Asset Management meets rigorous standards of social and environmental performance, accountability, and transparency. We strive to constantly improve, and our status as a B Corp is one metric by which we measure our progress and impact. Since we became a B Corp in 2014, we have been steadfast in raising Zevin Asset Management’s Overall B Impact Score, a measurement of our impact on workers, the community, environment, and our customers.
READY TO LEARN MORE?
Email us today for more information or to begin the account opening process!