Impact Reporting

Q1 2021 Impact Update

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. We use a range of techniques to move companies toward better environmental, social, and governance (ESG) practices, but shareholder proposals are often necessary to turn up the heat. In Q1, we received word that several of our proposals would appear on company ballots in the coming months.

Q4 2020 Impact Update

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 2020 draws to a close, it is clearer than ever that three of the most pressing environmental, social, and governance (ESG) issues facing companies (and society) are COVID-19, racial injustice, and climate change. Our advocacy helped to move companies toward better practice in each of these areas.

Q3 2020 Impact Update

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. In the third quarter of 2020, we continued challenging companies for accountability and positive change on environmental destruction and deforestation, labor standards, and racial justice.

Q2 2020 Impact Update

We build responsible investment portfolios for our clients. From there we address risks and create positive social impact through advocacy, specifically at several shareholder meetings this quarter. As the world turned its attention to systemic racism and police brutality against Black people, we continued to challenge racist policies and outcomes regarding companies in our portfolio and beyond. During this time, we also kept up work related to COVID-19 and the climate crisis.