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July 27, 2018

Impact Brief -- Caretaking & Human Capital: Why we’re leading an investor project on paid family leave.

America faces a caregiving crisis. Approximately 87 percent of private sector workers in the United States do not have access to a single day of paid family leave. This can drive risk and opportunity for companies. Companies offering paid family leave to all workers, not just those at the top, report improved morale, as well as cost savings from less employee turnover.

In the absence of policy at the federal level, last year Zevin Asset Management decided it was time for responsible investors to ask companies about paid family leave policy and push big employers in the right direction. As featured in a recent issue of Fortune, our shareholder advocacy has already helped win key changes at major companies like CVS Health, Starbucks, and Walmart.

Pat Miguel Tomaino has the story on our paid family leave work and a look ahead in our latest Impact Brief.

Thanks for reading, watching the video above, and sharing comments with pat@zevin.com.

Category: Shareholder Activism

July 13, 2018

Q2 Advocacy Update

In the first quarter of 2018, we continued using shareholder advocacy for positive impact and long-term risk management. We won a landmark majority vote on climate risk management at Kinder Morgan; we joined with fellow investors to call out companies enabling the Trump administration’s risky and inhumane immigrant detention policies; we moved Google’s parent company Alphabet, and other tech companies, closer to racial and gender inclusion; we challenged Verizon on privacy and net neutrality; and, we joined a global coalition of investors pushing for access to medicines in the global South countries that need them. Pat Miguel Tomaino has our quarterly advocacy update.

Category: Shareholder Activism

April 11, 2018

Q1 Advocacy Update

In the first quarter of 2018, we continued using shareholder advocacy for positive impact and long-term risk management. We joined with fellow socially responsible investors to urge gunmakers, retailers, and financial firms to address the risks of gun violence; we moved hotel giant Marriott toward greater diversity and equity; we joined a campaign to push companies toward carbon disclosure; and we continued work pressing employers on paid family leave policy, with new wins at CVS Health and TJX Companies. Pat Miguel Tomaino has our quarterly Advocacy Update.

Category: Shareholder Activism

January 30, 2018

Zevin Asset Management Named a Leading Money Manager for Positive Impact

Zevin Asset Management has been honored as a leading socially responsible investment manager by experts at Real Impact Tracker. Real Impact Tracker is an easy-to-use, new tool to help individuals and institutions find money managers that create positive social and environmental benefit with their investments. Real Impact Tracker estimates that only 7 percent of investment funds would qualify for the certification Zevin Asset Management has received. Read more about this new tool and Zevin's rating.

Categories: Shareholder Activism, Organizational News

January 10, 2018

Q4 Advocacy Update

In the fourth quarter of 2017, we continued using shareholder advocacy for positive impact and long-term risk management. We led climate risk proposals at oil and gas majors, continued our push on paid family leave and human capital management, pushed TJX on supply chain working conditions, and co-filed a first-ever proposal for opioid accountability in the pharmaceutical sector. Pat Miguel Tomaino has our quarterly Advocacy Update

Category: Shareholder Activism


November 30, 2017

Pat Miguel Tomaino is "One to Watch"

Our shareholder advocate Pat Miguel Tomaino has been honored by Bloomberg Businessweek as one of 20 people who will change business in 2018. Download a full press release, or check out the list and learn about the impact investing work Pat and Emily DeMasi are leading on paid family leave.

Categories: Shareholder Activism, In the Press

November 8, 2017

Investors "Take the Lead" on Advocating for Gender Equality

Amid the #MeToo campaign, the fight for pay equity, and under an administration that ignores women’s health, investors, consumers & lenders must push for gender equality. Read more about ZAM’s upcoming collaboration with Take The Lead and Women Investing for a Sustainable Economy and how we are addressing gender equity issues in our portfolios.

Category: Shareholder Activism

October 18, 2017

Q3 Advocacy Update

In the third quarter of 2017, we continued using shareholder advocacy for positive impact with companies in our clients' portfolios. We urged tech companies to tie CEO pay to commonsense diversity metrics, challenged pay gaps in retail, filed a first-ever shareholder proposal on paid family leave, pushed industrial companies on climate accountability, and achieved a milestone on animal welfare. Pat Miguel Tomaino has our quarterly Advocacy Update

Category: Shareholder Activism

August 11, 2017

Changing Big Oil's Game Plan

Pat Tomaino wrote recently about some of the hard-fought progress that socially responsible investors are making to hold major energy companies accountable for climate change. At ExxonMobil’s annual meeting in May, an unprecedented majority of investors voted for a shareholder proposal demanding a new report on how global carbon regulation will hurt the company’s bottom line.

That proposal — which Zevin co-sponsored on behalf of clients who hold legacy shares in the company — challenges ExxonMobil’s executives on climate risk and intensifies pressure on the entire oil and gas sector sector.

It’s a victory for climate activists and for our model of socially responsible impact investment, which presses companies to create positive change and manage risk in client portfolios.

But just how big a win is it — especially as President Trump dumps the Paris Accord and the physical effects of climate change begin to add up? And where do we go from here?

Read Pat's new issue brief for an inside look at our shareholder advocacy with ExxonMobil and how impact investors are working for accountability and business model disruption in the oil and gas sector. And be sure to reach out with any questions, thoughts, or suggestions at pat@zevin.com.

Category: Shareholder Activism

July 12, 2017

Q2 Advocacy Update

In the second quarter of 2017, we responded to climate change uncertainty and pressed companies in our clients’ portfolios for positive impact on greenhouse gas reduction, paid parental leave, supply chain labor standards, and fair pay/hiring. Pat Miguel Tomaino has our quarterly Advocacy Update.

Category: Shareholder Activism

Past performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor. Specific securities identified and described may or may not be held in portfolios managed by Zevin Asset Management, LLC and do not represent all of the securities purchased, sold, or recommended for advisory clients. The reader should not assume that investments in the securities identified and discussed were or will be profitable. Any securities identified may not have beenselected based on their performance but as an illustrative tool for demonstrating ZAM's shareholder advocacy approach.