Midway through 2021, we shared our outlook on inflation, forecasting that the surge in prices was most likely temporary. Equipped with more time, data, and analysis, we are now reconsidering this idea of transitory inflation. In the table below, we present a useful framework to help identify and distinguish various short- and long-term inflation trends, and to help understand their future impacts on inflation in 2022 and beyond.
Q4 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 fourth quarter of 2021, we continued to use our voice to lead and support unfolding initiatives on addressing racial inequity.
Top Tier Impact: Interview With Sonia Kowal
Net Zero Cannot Be a Net Disappointment: The Social Cost of Carbon Offsets
When oil companies announce net-zero greenhouse gas emissions goals but provide no details on how they plan to reduce that in the short term or whether their largest source of emissions — in this case, emissions from the use of products of oil and gas — is included, it’s clear that the term “net zero” can be co-opted. While the growth in corporate net-zero targets is an important signal of increased ambition to fight climate change and is required to move us towards warming below 1.5 degrees C, there is little ability to keep companies accountable to these goals.
Q3 2021 Audiocast
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.