At Zevin Asset Management, we build responsible investment portfolios for our clients. We then address risks and create positive social impact by engaging with portfolio companies. As 2019 closed, we continued challenging companies for positive change on several important issues.
Q3 2019 Impact Update
In the third quarter of 2019, we continued using shareholder advocacy for positive impact and long-term risk management. This work included submitting a shareholder proposal challenging Apple on human rights and diversity, engaging with Costco about food systems and sustainable protein, meeting with UPS about climate change strategy, and contacting several pharmaceutical companies about global access to medicines and the Sustainable Development Goals.
You can read about all of these initiatives and more in our Q3 Impact Update. Contact our Director of Socially Responsible Investing Pat Miguel Tomaino (pat@zevin.com) with any questions, comments, or suggestions.
Q2 2019 Impact Update
In the second quarter of 2019, we continued using shareholder advocacy for positive impact and long-term risk management. This work included challenging companies with shareholder proposals on executive compensation, sustainability, and diversity/inclusion; tangling with Walmart on labor standards and shareholder rights; and calling out the practices of donor advised funds that let philanthropic dollars flow to racist and anti-LGBTQ hate groups.
You can read about all of these initiatives and more in our Q2 Impact Update. Contact our Director of Socially Responsible Investing Pat Miguel Tomaino (pat@zevin.com) with any questions, comments, or suggestions.
Q1 2019 Impact Update
In the first quarter of 2019, we continued using shareholder advocacy for positive impact and long-term risk management. Among other work, our proposal on lobbying ethics performed very well at Disney’s annual shareholder meeting; we continued a dialogue on responsible lending and customer protection with the Indian banking giant HDFC; we testified at the Boston City Council in support of divesting public funds from companies that profit from mass incarceration; and we joined with other investors pressing large banks to stop financing oil drilling in the Arctic National Wildlife Refuge.
You can read about all of these initiatives and get a detailed account of our advocacy dialogue with The TJX Companies (parent of T.J. Maxx and Marshall’s) in our Q1 Impact Update. Contact our Director of Socially Responsible Investing Pat Miguel Tomaino (pat@zevin.com) with any questions, comments, or suggestions.
Q4 2018 Impact Update
In the fourth quarter of 2018, we continued using shareholder advocacy for positive impact and long-term risk management. We filed several shareholder proposals challenging companies to link executive pay to long-term sustainable performance, promote inclusion, and improve lobbying ethics. We also co-authored an important letter to Amazon, urged world governments to act on climate change, and participated in a pathbreaking working group on investing and racial justice. You can read about all of these initiatives and get a detailed account of our advocacy dialogue with Ecolab in our quarterly Impact Update.