This Giving Tuesday, we want to take the opportunity to highlight some of the exceptional organizations that Zevin Asset Management has supported, not only today but also in recent years.
This year, we focused our attention on the goals of advancing health equity, the climate transition, migrant workers, and support for Ukraine.
Zevin Asset Management's Global Equity strategy has been named to the PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q2 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
Read our statement to learn more.
For the sixth year in a row, we have earned a place on the Best for the World lists within the Certified B Corporation community. Zevin Asset Management was named Best for Customers, scoring in the top 5 percent of all Certified B Corps, for our focus on serving clients as we help solve pressing social and environmental issues.
We have always felt it is important to hold ourselves to the same standards and scrutiny that we use when engaging portfolio companies and analyzing companies for potential investment. We have decided to divest from and cease further investment in direct Chinese and Hong Kong holdings for the foreseeable future.
Read our China divestment policy to learn more.
Zevin Asset Management’s president, Sonia Kowal, addresses criticism of sustainable investment in “Investing for Social Good and the Long View,” a letter published by The Wall Street Journal.
It is clear from the quickly expanding investing landscape that ESG strategies are not created equally and are often sustainable in name only. Real Impact Tracker distinguishes the authentic from the not so authentic, through its independent ranking and certification process that uses a peer-reviewed, data-driven methodology to analyze the impact strategies of public equity funds. We are proud that Real Impact Tracker (RIT) has recognized Zevin Asset Management as a leader among its peer investment managers in collaborative social impact engagement and advocacy.
