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2017

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

June 20, 2017

Financing the Future

Today our own Pat Tomaino testified in support of two carbon pricing bills in Massachusetts. The legislation would cut greenhouse gas emissions by putting a fee on carbon and use the money to support low-income people and the transition to low carbon technologies. Read his full testimony on Medium.com.

Categories: Shareholder Activism, Presentations

June 2, 2017

What now? Investors respond to Trump's climate chaos

Visit our Medium page to read a new piece by Pat Tomaino in response to Trump's decision to pull the U.S. out of the Paris Climate Accord.

Categories: Shareholder Activism, Investment Updates

May 31, 2017

Pay Fairness at TJX Companies

Our own Pat Tomaino is quoted in a Boston Business Journal article about how Zevin is chanelling investor voices to put pay fairness on the agenda at TJX Companies.

Category: Shareholder Activism

May 17, 2017

Boston: A Shining City for Impact Investing

In a recent commentary published on WBUR’s Cognoscenti, Pat Tomaino discusses the pending threat to a pillar of socially responsible investing  shareholder engagement. Over the years, this process has allowed the majority of investors to effect change at public companies on issues such as the reduction of greenhouse gas emissions, dangerous working conditions, and unfair pay practices. The proposed Financial CHOICE Act 2.0 would ban all but the largest investment firms from challenging company management with shareholder proposals.

Categories: Shareholder Activism, In the Press

May 9, 2017

How can impact investors help confront racial injustice

At Zevin Asset Management, we're exploring how racial injustice intersects with investment capital and the private sector. Pat Tomaino's new piece on Medium.com reviews the risks to companies, acknowledging that firms are often part of the problem.

Click here to learn about what we're doing at Zevin and about next steps for individuals and foundations. And watch this video for highlights:

Con­tact us (invest@zevin.com) with any ques­tions about our advocacy.

Category: Shareholder Activism

May 9, 2017

Sonia Kowal on Sustainable Enterprise and Impact Investing

Our president Sonia Kowal spoke to Darby Hobbs about how we approach socially responsible investing: “If the goal for a client is to have an active positive impact with their portfolio, shareholder advocacy and also public policy activities are really important... We have a right and obligation to advocate for our clients' values.”

Categories: Shareholder Activism, Presentations

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.