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June 20, 2017

Financing the Future

Today our own Pat Tomaino testified in support of two carbon pricing bills in Massachusetts. The legislation would cut greenhouse gas emissions by putting a fee on carbon and use the money to support low-income people and the transition to low carbon technologies. Read his full testimony on Medium.com.

Categories: Shareholder Activism, Presentations

June 2, 2017

What now? Investors respond to Trump's climate chaos

Visit our Medium page to read a new piece by Pat Tomaino in response to Trump's decision to pull the U.S. out of the Paris Climate Accord.

Categories: Shareholder Activism, Investment Updates

May 31, 2017

Pay Fairness at TJX Companies

Our own Pat Tomaino is quoted in a Boston Business Journal article about how Zevin is chanelling investor voices to put pay fairness on the agenda at TJX Companies.

Category: Shareholder Activism

May 17, 2017

Boston: A Shining City for Impact Investing

In a recent commentary published on WBUR’s Cognoscenti, Pat Tomaino discusses the pending threat to a pillar of socially responsible investing  shareholder engagement. Over the years, this process has allowed the majority of investors to effect change at public companies on issues such as the reduction of greenhouse gas emissions, dangerous working conditions, and unfair pay practices. The proposed Financial CHOICE Act 2.0 would ban all but the largest investment firms from challenging company management with shareholder proposals.

Categories: Shareholder Activism, In the Press

May 9, 2017

How can impact investors help confront racial injustice

At Zevin Asset Management, we're exploring how racial injustice intersects with investment capital and the private sector. Pat Tomaino's new piece on Medium.com reviews the risks to companies, acknowledging that firms are often part of the problem.

Click here to learn about what we're doing at Zevin and about next steps for individuals and foundations. And watch this video for highlights:

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

Category: Shareholder Activism

May 9, 2017

Sonia Kowal on Sustainable Enterprise and Impact Investing

Our president Sonia Kowal spoke to Darby Hobbs about how we approach socially responsible investing: “If the goal for a client is to have an active positive impact with their portfolio, shareholder advocacy and also public policy activities are really important... We have a right and obligation to advocate for our clients' values.”

Categories: Shareholder Activism, Presentations

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

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.