This quarter we joined fellow shareholder advocates in filing shareholder proposals, the culmination of corporate engagements from the months prior. We also took stock of our efforts and accomplishments to build sustainability in our portfolio companies beyond ESG risk analyses. In reflecting on our progress, we are reminded of our responsibility to harness our investor voice to make a difference.

At Zevin Asset Management, we build responsible investment portfolios to satisfy our clients’ goals. We then address risks and create positive social impact by engaging with portfolio companies. As we head into the fall, we are encouraged by Congress’ Inflation Reduction Act (IRA), one of the most significant actions to date ever taken by the United States to mitigate climate change.

Zevin Asset Management proudly publishes our third comprehensive review of the positive impact we have contributed to creating on behalf of, and thanks to, our clients. Our Impact Report, presented below, covers the 2021 and 2022 proxy seasons.

At Zevin Asset Management, we build responsible investment portfolios for our clients. We then address risks and create positive social impact by engaging with portfolio companies. The early months of 2022 were no exception. In the first quarter of 2022, we looked for opportunities to support the people of Ukraine against Russia’s invasion. We initiated dialogues with portfolio companies and the investment community on their role in enabling this war — and pressed for action to mitigate further human rights abuses.