Philip Hergel, senior quantitative analyst, discusses his thoughts on the market as we enter the final quarter of 2021:
Q3 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. In the third quarter of 2021, we persisted in challenging companies, and Congress, for accountability and positive change focusing on worker rights, strengthening our democracy, and shining a light on corporate involvement in public policy across a range of issues.
Authenticity and Results
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.
Audiocast: Introduction to Marcela Pinilla, Director of Sustainable Investing
We invite you to listen to this audiocast from Marcela Pinilla, our Director of Sustainable Investing, and hear about the issues she sees as the primary focus for Zevin Asset Management, including:
Racial equity
Climate change
Corporate governance
Maine Food Bank Addresses Systemic Inequalities through Investment Partnership
On the Front Lines of Shareholder Advocacy
What a year this has been for shareholder advocacy.
This season we reached a new peak in investor support for ESG (environmental, social, and governance)-related issues. Most of these majority votes during company annual meetings have been for shareholder proposals asking companies to evaluate and describe the rationale for their spending on direct and indirect lobbying activities.
Zevin Asset Management Honored as Best for the World 2021
For the fifth year in a row, we have earned a place on the Best for the World lists within the Certified B Corporation community. This year Zevin Asset Management was named Best for Customers by scoring in the top 10 percent of all Certified B Corps because of our firm’s focus on serving clients as we help solve pressing social and environmental issues.