We encourage our clients to provide us with social screens and we respect our clients’ ability to reject investments for moral reasons. However we are reluctant to define social screens in ways that could seriously impair investment results for the sake of the appearance of purity. If clients do not specify their own screens, we will apply our default screens listed on the following pages.
Our screens are based on the idea that the primary reason to practice socially responsible investing is to achieve meaningful improvements in the behavior of companies.
We cannot guarantee that the information we use to implement these screens is accurate or complete.
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.