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Zevin Asset Management, LLC - Pioneers in Socially Responsible Investing, located in Boston, Massachusetts
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Social Responsibility

  
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implementation

 Our SRI process complements our investment process at every step:

  • Screens are applied to the largest companies in a sector and region to give the financial analysts a good base from which to start their investigations.

  • Once the investment committee has encouraged the scouring of a particular sector and region for investment ideas, the financial analysts and the sustainability analyst work together to identify potential names that pass negative screens as well as those that are interesting from a positive screen or sustainability standpoint.

  • Borderline cases are discussed in investment committee meetings and with clients for whom there could be a potential conflict.

There is constant dialogue and communication between all members of the investment committee. These discussions are formalized in the twice-weekly investment committee meetings where the disciplines of economics, politics, financial analysis, and sustainability, and their effect on investments are brought together.

Boston Firm Zevin Asset Management Pioneers Socially Responsible Investing

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 indentifying 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.