Zevin Asset Management Joins 2022 Global Investor Statement to Governments on the Climate Crisis Ahead of COP27

Zevin Asset Management joins over 600 investors, representing almost USD $42 trillion in assets under management, in signing the 2022 Global Investor Statement to Governments on the Climate Crisis. We urge governments to radically raise their climate ambitions ahead of COP27 this November, which will provide a crucial opportunity for governments to step up their climate commitments and focus their attention on adopting and implementing policies to enable large scale zero-emissions and climate-resilient investments.

Pressure and support from the investor community are necessary to achieving the goals outlined in the Paris Agreement — and we are stepping up to the challenge. Zevin Asset Management is committed to influencing corporate behavior and creating more sustainable outcomes through shareholder advocacy, public policy action, and proxy voting.

Read our statement to learn more.

The Urgency and Disappointment of Investor Action on Russia

At the onset of Russia’s war in Ukraine, Zevin Asset Management Preside Sonia Kowal shared her perspective on the investment community’s role in enabling the crisis and offered solutions on how investors could best support Ukraine moving forward. More than seven months later, her disappointment in investors’ response to the Russian invasion persists.

Q3 2022 Impact Update

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’s Global Equity Strategy Named to PSN Top Guns List of Best Performing Strategies for Q2 2022

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.

Zevin Asset Management's China Divestment Policy

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.

Q2 2022 Impact Update

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. This quarter, we wrapped up the 2022 proxy season and continued to build on past engagement successes. As we make progress, we also identify and seek to address emerging challenges. Please see the end of our update for a summary of the proxy season.