Meet Your Partner in Sustainable Investment Management

SUSTAINABLE AND RESPONSIBLE INVESTMENT FIRM
SERVING INDIVIDUALS, INSTITUTIONS, ADVISORS, AND MORE

Zevin Asset Management is an investment manager with a global focus that integrates sustainability into professional active investment management for our clients — individuals, families, foundations, religious institutions, and non-profits. With a more than 25-year track record under our belt, we proudly put our expertise to work by helping our clients reach their financial goals. Our dual objective as longtime sustainable investors is to achieve financial returns while also creating positive social and environmental impact.

 
Headshot of Zevin Asset Management President Sonia Kowal.

“Investing is never without impact. Whether you are conscious of it or not, no investment is neutral — and you can choose what kind of impact to make with your investments.”

Sonia Kowal, President

 

What makes an investment firm sustainable?

Sustainable Investing includes walking the talk

As a Certified B Corp, we hold ourselves to the same high standards we expect from the companies in which we invest. From our investment approach to the construction of our team, sustainability is essential to the fabric of our firm — and that’s by design.

We are proud to be…

  • We recognize that selling units to employees can have the effect of excluding people with less financial means, and as a result increasing the inequity divide present at many investment firms. To promote equity within our team, Zevin Asset Management gifts share issuances to all tenured staff (and not just to investment staff or senior staff as is common practice at most investment firms).

  • Women and people of color have been historically underrepresented in investment management — and we’re striving to close that gap. As we grow, we look to hire outside of traditional financial services networks that tend to be predominantly white and male.

    Our talented team has been intentionally built to represent varied backgrounds, educational and professional experiences. We firmly believe that a more diverse, equitable, and inclusive workforce will help us better capitalize on market opportunities, promote innovation, improve our resiliency, as well as reinforce our firm’s commitment to social responsibility.

    Meet our team.

  • As a Certified B Corporation, we hold ourselves to the same high standards we expect from our investments, meeting rigorous standards of social and environmental performance, accountability, and transparency.

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INVEST WITH US

We specialize in risk minimization through customized, separately managed accounts of active equity and fixed-income allocations that seek capital appreciation. Find out why that’s good for you.

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EXPLORE OUR IMPACT

Curious about how we create change? Our Shareholder Advocacy Guide details how advocacy and our long-term investment philosophy go hand in hand.

 
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Get in touch today.

Learn how we can help you or your organization.

 

Learn how we can help you invest sustainably

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INDIVIDUALS

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INSTITUTIONS

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ADVISORS