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To receive email alerts from our News page, please click here. 2011December 14, 2011 ZAM co-files two shareholder proposals with Exxon and five with ChevronZAM co-files two shareholder resolutions on behalf of clients at Exxon, asking for increased disclosure surrounding its hydraulic fracturing and oil sands activities, respectively. ZAM also co-files five shareholder resolutions with Chevron, around the topics of the separation of chairman and CEO, environmental board expertise, special shareholder meetings, country selection guidelines, and hydraulic fracturing. Category: Shareholder activism December 13, 2011 Robert Zevin shares his views on Impact InvestingAt a recent Responsible Investor conference, Robert Zevin was invited to speak on the topic Is impact investing really the new kid on the block or just the same old kid in new clothes with a new name? Document Category: Presentations December 7, 2011 ZAM writes to mayors regarding Wal-Mart concernsZAM has written to the mayors of Boston, Somerville, and Watertown, expressing concern over the potential entrance of Wal-Mart in those communities. To read the letter, click here. Category: Shareholder activism December 5, 2011 ZAM recognized as Top Gun performer, outranking mainstream peersZevin Asset Management, LLC is pleased to announce that both of their investment strategies, Global Appreciation and Global Appreciation with Income, have achieved Top Guns status in PSN Informa’s manager ranking database. This distinction is awarded only to the top ten investment managers in each investment category that have outperformed both their benchmark and their peers. press release Category: Organizational news November 16, 2011 ZAM co-files a resolution with AT&T, IBM, Johnson & Johnson, and PfizerZAM co-files a shareholder resolution on behalf of clients at AT&T, Johnson & Johnson, IBM, and Pfizer which asks management to disclose their lobbying policies and practices. Category: Shareholder activism November 16, 2011 ZAM co-files a resolution with Colgate-PalmoliveZAM co-files a shareholder resolution on behalf of clients at Colgate-Palmolive which asks management to adopt and implement a comprehensive sustainable palm oil policy. Category: Shareholder activism November 13, 2011 Robert Zevin's letter in the Boston GlobeThe Boston Globe ran a letter ("Asset Management Bingo" by Robert Zevin in response to an article about staff at Massachusetts' Pension Reserves Investment Management agency receiving bonuses despite losing money. To read the letter, click here. Category: In the press November 2, 2011 FA-Green article about Robert Zevin — "SRI Pioneer Plays By His Own Rules"Click here to read the article. Category: In the press October 27, 2011 Robert Zevin interviewed on NPR regarding the Occupy MovementClick here to listen to interviews with Robert Zevin and Amy Domini on the RadioBoston program on WBUR. Category: In the press October 21, 2011 Social Funds interview with Sonia Kowal regarding the Occupy MovementClick here to read the article. Category: In the press October 19, 2011 Robert Zevin speaks at "Green your Green"Robert Zevin was joined by Tim Smith from Walden Asset Management and Amy Domini of The Sustainability Group to present "Green your Green", an introduction to investing responsibly at the Boston Public library, an event put on by BASIC. Listen to the opening remarks, the panelists' thoughts on the relationship between the Occupy movement and SRI, the future of SRI and audience Q&A. Category: Presentations October 13, 2011 Zevin Asset Management supports the aims of the Occupy MovementClick here to read Zevin Asset Management's statement of support for the Occupy Movement. Category: Organizational news October 5, 2011 Ben Lovell presents at Summit CampBen Lovell discusses "Active Asset Allocation". He reviews the different active asset allocation strategies and identify which have been more and less successful over time. He discusses several recent studies on this topic and provide anecdotal observations of various top-down and bottom-up strategies and their effectiveness in providing positive alpha. To view his slides, click here. Category: Presentations October 4, 2011 Ben Lovell presents at SRI in the Rockies conferenceBen Lovell presents "Seeking Alpha: Best Approaches To Managing Responsibly Invested Portfolios". Along with Steve Lydenberg, Peter Webster, and Cheryl Smith, he reviews and debates the advantages of top down vs. bottom up strategies, active vs. passive investing, and short-termism vs. long-termism, in an effort to answer the question: "How does managing money responsibly affect the choices available for optimal portfolio management?". To listen to the presentation click here and to see the slides click here. Category: Presentations September 29, 2011 Robert Zevin on the radioRobert Zevin is a guest on the radio show “Magnet Investing with Jordan Kimmel.” To listen to Robert’s segment on the show, click here. Robert's segment starts in the 16th minute. Category: In the press September 15, 2011 Sonia Kowal presents an introduction to socially responsible investingSonia Kowal presents an introduction to socially responsible investing at the Wellfleet Library. Category: Presentations September 11, 2011 Sonia Kowal interviewed in Cape Cod TimesSonia Kowal discusses the basics of socially responsible investing in the Cape Cod Times article "Making investments to believe in". Category: In the press August 12, 2011 ZAM strategies now available through EnvestnetZAM's Global Appreciation and Global Appreciation with Income strategies are now available through the Envestnet platform for advisors. These strategies can also be found on the FolioFn platform. Category: Organizational news August 11, 2011 ZAM co-files a resolution with Emerson ElectricZAM co-files a shareholder resolution on behalf of clients at Emerson Electric Co which asks management to prepare a sustainability report to improve company transparency on environmental, social, and governance matters. ZAM co-filed a similar resolution with the Company in 2010 which received a 34% vote in favor of the proposal. Category: Shareholder activism August 10, 2011 Listen to Robert Zevin talk about recent market turbulenceClick here to hear Robert Zevin discusses the causes of the recent turbulence in global markets and the impacts on client portfolios. Category: Presentations June 22, 2011 Robert Zevin discusses nuclear power on the radioRobert Zevin is a guest on the Bill Newman show and talks about nuclear power as a poor investment choice. Click here to listen to the interview; Robert's interview starts in the 39th minute of the show. Category: In the press June 21, 2011 Listen to Robert Zevin's views on nuclear powerClick here to hear Robert Zevin speak about nuclear power industry in the context of outsize risks. June 3, 2011 Listen to Robert Zevin's view on politics, the economy, and our investment outlookClick here to hear Robert Zevin discuss the terrifying game of chicken that American politicians are playing with the budget and the debt ceiling. He also talks about the consequences of the slow-moving European debt crisis as well as our current investment outlook. Category: Presentations June 1, 2011 ZAM co-files resolutions at SyscoZAM co-files a shareholder resolutions at Sysco Corporation over concerns about the Company’s exposure to water risk in its global agricultural supply chain. Category: Shareholder activism May 25, 2011 ZAM now able to manage smaller accountsThrough our work with the innovative trading and custodial company, Folio Institutional, we are now able to manage client accounts starting at the $15,000 level using the same top-down, socially responsible investment style. Category: Organizational news May 4, 2011 Ben Lovell presents at the 2011 Boston BaseCamp SRI ConferenceBen Lovell moderates an investor panel on passive vs. active investing in a socially responsible context at the first Boston SRI BaseCamp conference. Category: Presentations May 4, 2011 Sonia Kowal presents to the United States Council on International Business Corporate Responsibility CommitteeSonia Kowal and Judy Conti from the National Employment Law Project give a workshop on best practice policies for criminal background checks. Category: Presentations May 2, 2011 ZAM's pioneering report on the use of criminal information in hiring practicesThe briefing examines the use of criminal information in hiring decisions by companies and discusses the background and legislation surrounding the issues as well as implications for investors. The policies of 49 large companies are assessed using a transparent grading methodology based on best practice policies. Category: Shareholder activism April 27, 2011 Ben Lovell and Sonia Kowal present a workshop on low risk investingBen Lovell and Sonia Kowal present “Doing well and being safe,” an educational workshop focusing on how to earn competitive returns without taking unnecessary risk in conjunction with the NorthEast Conference Of Religious Treasurers associated with the Resource Center for Religious Institutes. Category: Presentations March 30, 2011 Sonia Kowal speaks at Tufts conference on Emerging MarketsSonia Kowal presents a paper she co-wrote called Responsible Investing 3.0: Understanding the Environmental, Social, and Governance Context of Emerging Markets at the Fletcher School of Tufts University conference on "Country Management: Strategy, Operations, and Leadership in Emerging and Frontier Economies. Category: Presentations March 4, 2011 Robert Zevin's letter in the Wall St JournalThe Wall St Journal ran a letter by Robert Zevin in response to an article which supported the de-classification of corporate boards. To read the letter, click here. Category: In the press |
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