This quarter, Zevin Asset Management leveraged its voice to advocate for workplace equity and called on one of the largest asset managers to walk the talk on climate change. Several Zevin Asset Management-led shareholder resolutions at Alphabet, AbbVie, and UPS will soon go to vote at the companies’ annual general meetings with the goals of advancing environmental, social, and governance (ESG) issues.

This quarter we joined fellow shareholder advocates in filing shareholder proposals, the culmination of corporate engagements from the months prior. We also took stock of our efforts and accomplishments to build sustainability in our portfolio companies beyond ESG risk analyses. In reflecting on our progress, we are reminded of our responsibility to harness our investor voice to make a difference.

At Zevin Asset Management, we build responsible investment portfolios to satisfy our clients’ goals. We then address risks and create positive social impact by engaging with portfolio companies. As we head into the fall, we are encouraged by Congress’ Inflation Reduction Act (IRA), one of the most significant actions to date ever taken by the United States to mitigate climate change.

Zevin Asset Management proudly publishes our third comprehensive review of the positive impact we have contributed to creating on behalf of, and thanks to, our clients. Our Impact Report, presented below, covers the 2021 and 2022 proxy seasons.