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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


November 28, 2017

Zevin Gives on Giving Tuesday

For the past five years, the Tuesday following Thanksgiving has been dubbed Giving Tuesday, as an antidote to the more grossly commercial Black Friday and Cyber Monday. While any day is a good day to give to organizations whose missions you believe in, Giving Tuesday acts as an encouragement and a reminder of the impact that can be made through the generosity of individuals and institutions. We wanted to take this opportunity to inform you about just a few of the organizations that Zevin supports, not only today but also throughout the year.

Grassroots International supports agricultural movements worldwide in places where poverty is severe and oppression is strong such as Haiti, Honduras, and Palestine. Its philosophy is that the people who live in these communities are best situated to enact solutions. Grassroots provides funding to support small farmers and producers, Indigenous Peoples, and women who are working on the ground on issues such as climate change, human rights, food sovereignty, resource rights, and sustainable livelihoods, as well as putting a focus on building movements and partnerships over the long term.

The Rosenberg Fund for Children was founded by Robert Meeropol whose parents, Julius and Ethel Rosenberg, were executed as a result of one of the most shameful trials in American history at the height of McCarthyism, leaving him an orphan at age 6. The Rosenberg Fund exists to support children of progressive activists who have been targeted for their activities. Since its inception, the organization has benefited nearly a thousand children in the U.S. whose parents have been jailed or otherwise targeted for involvement in movements to defend the environment and human rights, wage peace, combat racism and homophobia, or organize on behalf of workers, immigrants, and incarcerated people.

Health Law Advocates assists and defends low-income Massachusetts residents who have trouble accessing needed medical care. Its lawyers provide pro bono representation to those who need it, especially those who may be at most risk due to age, gender, location, race, or disability. HLA also works with partner organization Health Care for All to use grassroots organizing and legal expertise to advance the statewide movement for universal care.

This year, Zevin employees also spent a day volunteering at local women’s shelter Rosie’s Place. The mission of Rosie’s Place is to provide a safe environment to help poor and homeless women seek opportunity, maintain their dignity, and find security. Our staff joined a lunch service, preparing and serving free meals for 150 women. Providing meals and shelter is only a fraction of the impact Rosie’s Place has for women in need. Their advocacy staff also assist guests with housing, educational and employment opportunities, clothing, care, and transportation needs.

As always, if you have any questions about the work we do here at Zevin (investment-related or philanthropic), please don't hesitate to contact us.

Category: Organizational News

September 15, 2017

Zevin Asset Management Honored as Best for the World 2017

9/12/2017:  Boston, MA

Today, Zevin Asset Management earned a place for the second year in a row on the Best for the World lists within the B Corp community. This year Zevin Asset Management was named Best for Customers by scoring in the top 10 percent of all B Corporations because of Zevin’s focus on solving social and environmental issues through its services. Additionally, Zevin Asset Management is on the new Best for the World: Changemakers list because of significant improvements on the B Impact Assessment.

“It is an honor to be recognized by B Corporation as a firm that stands out for its focus on clients,” said Sonia Kowal, president of Zevin. “We strive to construct portfolios for clients that help address the pressing social and environmental issues we face today.” 

“I am thrilled that we made the Changemakers list,” added Emily DeMasi, portfolio manager at Zevin. “A large part of participating in the B Corp community is measuring our own impact on our workers, community, customers, and environment and to challenge ourselves to improve in these areas each year. This honor recognizes our effort and improvement.”

B Lab released separate lists recognizing B Corporations as Best for the Environment, Best for Customers, Best for the Long Term, Best for Community, Best for Workers, and Best for the World Overall, which can be found at http://www.bthechange.com. The selection criteria for Best for the World honorees are available at http://bit.ly/29ZYRSp.

B Lab (www.bcorporation.net)is a nonprofit organization that serves a global movement of people using business as a force for good. B Lab drives this systemic change by: 1) building a community of Certified B Corporations to make it easier for all of us to tell the difference between “good companies” and good marketing; 2) passing benefit corporation legislation to give business leaders the freedom to create value for society as well as shareholders; 3) helping businesses measure, compare and improve their social and environmental performance with the free B Impact Assessment; 4) driving capital to impact investments through use of its B Analytics and GIIRS Ratings platform.

Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
B Lab results are, at least in part, based on responses provided by the Adviser.

Category: Organizational News

July 5, 2017

Zevin Announces New Chief Investment Officer

We are pleased to announce that Steven Dray has assumed the role of chief investment officer at Zevin Asset Management. He is charged with chairing the Investment Committee to co-ordinate and prioritize its work and will also continue to manage client portfolios. Steven joined Zevin Asset Management in 2016 with 20 years of investment experience. Previously he held senior positions at David L. Babson/OppenheimerFunds, and most recently at AlphaOne Capital Partners. Steven holds both the CFA and CFP® designations.

Founder Robert Zevin, who served as CIO since starting our company in 1997, will remain with us until June 2018 to continue to transition the clients with whom he works to other portfolio managers. He said “I am confident that Steven will maintain and improve our investment process.  Although he has been with our firm for a brief period of time, he was the unanimous choice of everyone on our Investment Committee because his experience, knowledge and character are so well matched to this important task.”

President Sonia Kowal said “We thank Robert for building a strong investment process and capable investment team which has delivered outperformance over the long term for our clients. Steven’s appointment to the CIO role is the culmination of a successful transition process for Robert’s retirement.”

Category: Organizational News

February 27, 2017

Highlights of Active Ownership in 2016

Your investments with Zevin power our shareholder advocacy — improving companies' conduct through dialogue with executives and formal shareholder proposals that challenge management on social and environmental issues. Now more than ever, amid political turmoil and regulatory uncertainty, shareholders must hold companies accountable for their deeds and join with civil society to support the struggles we care about. In 2016, we focused our shareholder advocacy in three major areas of concern: economic justice, climate change, and civil rights.

Click here to read a summary of our impact in 2016. A more in-depth report is available on Medium.com.

Click below to watch Pat Miguel Tomaino, our associate director of socially responsible investing, run through the highlights:

And join Pat on a conference call
on Friday, March 3rd at 2pm ET to discuss our work on these and other issues. The call-in number is (857) 444-0744 and the conference code is 746162.      

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

Categories: Shareholder Activism, Organizational News


November 28, 2016

Zevin Asset Management Welcomes Senior Portfolio Manager Steven Dray

November 28, 2016 – Boston, MA

We are pleased to announce that Steven Dray has joined Zevin Asset Management as a senior portfolio manager. Steven will assume responsibility for the day-to-day management of Robert Zevin’s client portfolios over the next few years. As a member of the firm’s Investment Committee, Steven will contribute to the global economic scenario analysis that is the backbone of Zevin’s loss-avoiding investment process. In addition, he will actively participate in the overall management of the employee-owned firm.

Steven has been managing separate account portfolios and mutual funds for both individual and institutional investors for the past twenty years. He began his investment career at Strong Capital Management in Milwaukee as an analyst and associate portfolio manager. Steven spent the next fifteen years here in Boston managing portfolios for clients at sister companies David L. Babson and OppenheimerFunds, and most recently at AlphaOne Capital Partners, where he was a senior portfolio manager. He earned a BS in Electrical Engineering from Tufts University and an MBA in Finance from Indiana University. Steven holds both the CFA and CFP® marks.

“I am very excited to join the outstanding team of professionals at Zevin Asset Management,” Steven commented. “They are uniquely rooted in a commitment to the success and well-being of their clients, their employees, and the stakeholders impacted by their investments. I find this to be a truly rare combination in today’s wealth management industry, and I eagerly look forward to contributing to Zevin’s bright future.” 

Read Steven's full bio here.

Category: Organizational News

October 14, 2016

More Than Words Volunteer Day

Last month Zevin Asset Management spent a volunteer day at More Than Words’ (MTW) Boston location where employees helped sort and catalogue book donations to support this amazing nonprofit’s mission which is truly more than words.

MTW believes that when system-involved youth are challenged with authentic and increasing responsibilities in a business setting, and are given high expectations and a culture of support, they can and will address personal barriers to success, create concrete action plans for their lives, and become contributing members of society. 

Read more about our volunteer day and how you can get involved.

Category: Organizational News

October 7, 2016

Zevin Hires Associate Director of Socially Responsible Investing

Pat Miguel Tomaino has joined Zevin Asset Management as the new Associate Director of Socially Responsible Investing. Pat will lead Zevin’s corporate engagement program, boosting the firm’s ability to push firms toward social justice and sustainability. To that end, Pat will dialogue with executives, build coalitions with NGOs and peer firms, and file shareholder proposals on behalf of our clients.

For several years, Pat was a Senior Analyst on the responsible investment team of F&C Asset Management, where he led the U.K. firm’s work in Latin America and Canada. He has held research roles for several progressive groups, including Senator Elizabeth Warren’s 2012 campaign and the Service Employees International Union (SEIU). Pat recently completed a fellowship as a public radio producer for WBUR’s Open Source with Christopher Lydon.

A graduate of Harvard College, Pat is interested in racial justice, economic inequality, and labor rights in the U.S. and overseas.

Category: Organizational News

September 13, 2016

Zevin Asset Management Honored as Best for the World

Today, Zevin Asset Management was recognized for exceptional performance in community and environmental impact based on an independent, comprehensive assessment administered by the nonprofit B Lab.

Zevin is honored in the Best for Customers category, which includes businesses that earned a Customer score in the top ten percent of more than 1,800 Certified B Corporations on the B Impact Assessment. The full assessment measures a company's impact on its workers, community, customers, and environment.

“The team is thrilled to receive this recognition,” said Sonia Kowal, president of Zevin. “Being recognized on the Best for the World list for 2016 means we are really putting into practice what we preach about corporate and social responsibility, and demonstrates to our stakeholders that we are holding ourselves to the same high standards that we seek in our portfolio companies.”

A total of 515 Certified B Corporations from 35 countries were named 2016 Best For the World Honorees. The selection criteria for Best for the World honorees are available at http://bit.ly/29ZYRSp.

The 2016 Best for the World Honorees represent nearly one-third of all B Corps, displaying a wide range of excellence throughout the community. Today there are more than 1,800 Certified B Corporations across over 120 industries and 42 countries, unified by one common goal: to redefine success in business. Any company can measure and manage their social and environmental performance at http://bimpactassessment.net.

Category: Organizational News

June 23, 2016

Zevin Asset Management, LLC Named to 2016 Financial Times 300 Top Registered Investment Advisers

ZAM is proud to announce it has been named to the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the United States. The “average” FT 300 firm has been in existence for 22 years and manages $2.6 billion in assets.

More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM). Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

 Read the full report

Category: Organizational News

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.