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April 12, 2017

Q1 Engagement & Advocacy Update

In the first quarter of 2017, we pressed companies in our clients’ portfolios to shed light on their political priorities and make positive changes on pay equity, financial inclusion, and labor standards. Pat Miguel Tomaino has our quarterly Advocacy Update.

Category: Shareholder Activism

February 27, 2017

Highlights of Active Ownership in 2016

Your investments with Zevin power our shareholder advocacy — improving companies' conduct through dialogue with executives and formal shareholder proposals that challenge management on social and environmental issues. Now more than ever, amid political turmoil and regulatory uncertainty, shareholders must hold companies accountable for their deeds and join with civil society to support the struggles we care about. In 2016, we focused our shareholder advocacy in three major areas of concern: economic justice, climate change, and civil rights.

Click here to read a summary of our impact in 2016. A more in-depth report is available on Medium.com.

Click below to watch Pat Miguel Tomaino, our associate director of socially responsible investing, run through the highlights:

And join Pat on a conference call
on Friday, March 3rd at 2pm ET to discuss our work on these and other issues. The call-in number is (857) 444-0744 and the conference code is 746162.      

Contact us (invest@zevin.com) with any questions about our advocacy.

Categories: Shareholder Activism, Organizational News

February 14, 2017

Investors and the Prison Problem

Last week at the Rockefeller Family Fund, Zevin's president Sonia Kowal spoke to a meeting of activists, policy experts, and foundations committed to reforming America’s unfair criminal justice system. Read an update on our approach to mass incarceration and how we're pushing companies to break the cycle.

Category: Shareholder Activism


December 29, 2016

Q4 Engagement & Advocacy Update

In the wake of the U.S. election, we stepped up our shareholder advocacy on economic justice, climate change, and civil rights. Pat Miguel Tomaino has our quarterly Engagement & Advocacy update.

Category: Shareholder Activism

December 6, 2016

Investing in a Time of "Resistance"

Pat Miguel Tomaino writes on Zevin’s work at AT&T and how investors can help shape the next four years and beyond. Read his piece published at Medium.com.

Category: Shareholder Activism

December 5, 2016

Cashing In on Climate Change

Sonia Kowal, president of Zevin, explains how investors can take climate change risk into their own hands in this New York Times piece on the economic impact of climate change on investment portfolios.

Read the article here.

Category: In the Press

November 28, 2016

Zevin Asset Management Welcomes Senior Portfolio Manager Steven Dray

November 28, 2016 – Boston, MA

We are pleased to announce that Steven Dray has joined Zevin Asset Management as a senior portfolio manager. Steven will assume responsibility for the day-to-day management of Robert Zevin’s client portfolios over the next few years. As a member of the firm’s Investment Committee, Steven will contribute to the global economic scenario analysis that is the backbone of Zevin’s loss-avoiding investment process. In addition, he will actively participate in the overall management of the employee-owned firm.

Steven has been managing separate account portfolios and mutual funds for both individual and institutional investors for the past twenty years. He began his investment career at Strong Capital Management in Milwaukee as an analyst and associate portfolio manager. Steven spent the next fifteen years here in Boston managing portfolios for clients at sister companies David L. Babson and OppenheimerFunds, and most recently at AlphaOne Capital Partners, where he was a senior portfolio manager. He earned a BS in Electrical Engineering from Tufts University and an MBA in Finance from Indiana University. Steven holds both the CFA and CFP® marks.

“I am very excited to join the outstanding team of professionals at Zevin Asset Management,” Steven commented. “They are uniquely rooted in a commitment to the success and well-being of their clients, their employees, and the stakeholders impacted by their investments. I find this to be a truly rare combination in today’s wealth management industry, and I eagerly look forward to contributing to Zevin’s bright future.” 

Read Steven's full bio here.

Category: Organizational News

November 23, 2016

Financial Planners Play Therapist

In a recent Bloomberg article by Ben Steverman titled "Financial Planners Play Therapist to Paralyzed Liberals," Robert Zevin weighs in on investor response to election results. Read the article here.

Category: In the Press

November 8, 2016

Money Talks for Candidate Stein

Our shareholder advocate Pat M. Tomaino has a memo for Jill Stein: It’s not easy being Green, but investing with values is easier than you think.

Read his piece here and subscribe to our new publication on Medium.

Category: Shareholder Activism

October 18, 2016

Q3 Engagement & Advocacy Update

We advanced several of our social justice objectives with portfolio companies during Q3 — raising concerns about prison profiteering, unaccountable corporate lobbying, renewable energy strategy, and high-level diversity.

Get up to speed by reading our Engagement & Advocacy update.

Category: Shareholder Activism

Past performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor. Specific securities identified and described may or may not be held in portfolios managed by Zevin Asset Management, LLC and do not represent all of the securities purchased, sold, or recommended for advisory clients. The reader should not assume that investments in the securities identified and discussed were or will be profitable. Any securities identified may not have beenselected based on their performance but as an illustrative tool for demonstrating ZAM's shareholder advocacy approach.