Invest to Amplify Your Organization’s Good Work

mission-aligned investing for non-profits, endowments,
foundations, and faith-based organizations

We know that the world needs your good work to not only continue, but also grow. We want to get to know the heart of your organization’s programming and the individuals who carry it to ensure that your investments reflect, rather than undermine, your mission.

Our hands-on approach allows us to meet your organization where you are in managing your investments so that we can implement a mission-aligned investment strategy for your organization. We can help facilitate difficult conversations within your investment committee, provide relevant education to your stakeholders, and coach you through investment decisions in plain speech. Think of us as your sounding board for all things investment related. Because we want to help amplify your good work.

Our Investment Philosophy & Process

We accept the unpredictability of financial markets, and accordingly we aim to find the optimal balance of safety and growth. In pursuit of this, we begin by using econometric modeling and scenario forecasting to identify potentially attractive asset classes, regions, and sectors under various economic and financial scenarios. We then identify equities within these regions and sectors that possess consistent revenue and earnings growth, strong balance sheets, industry leadership, favorable regional/sector outlooks, and attractive returns on capital – all while meeting or exceeding our environmental, social, and governance (ESG) standards.

Finally, we perform fundamental analysis, focusing on key drivers of future growth and business risks and incorporating ESG analysis for a more complete picture. We create a 4-year fundamental model to determine attractive entry and exit price levels, and then present the analysis to the complete investment committee for a decision about potential inclusion in the portfolio as well as position size. We re-examine a particular stock when the price target is realized, if fundamentals change, if macroeconomic analysis alters asset/region/sector outlooks, or if a change in ESG factors introduces new risks.

We firmly believe that careful consideration of a multitude of risks is not only a prudent approach, but also the best means to deliver competitive performance over the long term.

Leave the worrying to us — it’s what we do

Above all, our job is to protect and grow your organization’s money. In fact, as a fiduciary firm, we are duty-bound to put your financial interests first. And we wouldn’t have it any other way – protecting your capital is what we do best. You can be sure that we’ll be treating your organization’s money with the same care as if it were our own. In a stressful and unpredictable age, take one thing off your plate. Let us worry about your investments so you don’t have to.

Meet our seasoned portfolio managers dedicated to your financial well-being:

Who We Serve

We work with a wide variety of institutional clients, but many of them are:

SUSTAINABILITY — THE THREAD THAT BINDS US

In an investment sphere that is increasingly being “greenwashed,” Zevin Asset Management is the real deal. We are an authentic sustainable investment firm that has been practicing socially responsible investing for over two decades, long before it became a trend. Our goal is to help you align your investments with your organization’s mission — because we believe that the good work you already do should be enacted through your investments, too.

From our investment philosophy and process to the construction of our team, sustainability is essential to the fabric of our firm, which is proudly 100% employee-owned and majority women-owned and led. We believe in walking the talk of sustainability and corporate responsibility. As a Certified B Corporation, we hold ourselves to the same high standards we expect from companies in which we invest. 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.

Services We Offer

For accounts greater than $2M, we offer a customized portfolio in a separately managed account. We strive to understand fully our clients’ risk tolerances and investment objectives along with their ethical values and concerns. Then we create individual portfolios that fit those objectives and values. Please contact us for more details.

• Dedicated portfolio manager with expertise
  in mission-aligned investing

• Investment education

• Investment policy statement assistance

• Participation in investment committee meetings

• Updates on advocacy and engagement activities

• Periodic investment commentaries and updates

• Proxy voting and reporting

NEXT STEPS

Here’s what you can expect once you contact us:

1. We will schedule a short phone or video conversation to answer any questions.

2. If things look promising, we’ll meet again however is most convenient for you for a more in-depth discussion. If it’s helpful, we’ll go through your current investments and see where we can add value.

3. We are always happy to welcome you to our office if you are local to Boston, but we have clients all over the country. We know change can be stressful, so we try to make the transition process as seamless as possible.

Ready to learn more?

Email us today for more information or to schedule your complimentary consultation!

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