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2010

December 14, 2010

ZAM heads investor initiative on CORI reform

 A letter and FAQ document regarding discriminatory use of criminal records in employment decisions was signed by 23 organizations and was sent to 112 publicly listed companies with operations in Massachusetts. Read the press release here. The story was taken up in two articles in the Boston Business Journal in December.

Categories: Shareholder Activism, In the Press

November 27, 2010

Robert Zevin quoted in Investment News

Robert Zevin discusses lengthening investment horizons, patient capital and Slow Money. Read the article here.

Category: In the Press

November 17, 2010

Ben Lovell speaks at First Affirmative Financial Network Summit Camp

Ben Lovell introduces First Affirmative Financial Network advisors to Zevin Asset Management, our performance, and our unique approach to risk reduction. To see the video of his presentation, please click here.

Category: Presentations

November 12, 2010

ZAM editorial in Boston Business Journal

Sonia Kowal's editorial regarding the use of criminal records in employment decisions is published in the Boston Business Journal. For the full text of the editorial, click here.

Category: In the Press

November 1, 2010

ZAM co-files resolutions at IBM and Pfizer

ZAM co-files shareholder resolutions at IBM and Pfizer challenging their corporate boards to review their policies and oversight of political expenditures, especially through trade associations. Click here to read the press release.

Category: Shareholder Activism

October 21, 2010

RBZA name change to Zevin Asset Management

Our name change reflects the growth of our firm and our dedication to building an organization that can perpetuate both the investment results and the social commitment pioneered by Robert Zevin. Read our announcement here.

Category: Organizational News

August 8, 2010

RBZA co-files a resolution with Emerson Electric

RBZA co-files a shareholder resolution on behalf of clients at Emerson Electric Co which asks management to prepare a sustainability report to improve company transparency on environmental, social, and governance matters.

Category: Shareholder Activism

July 29, 2010

RBZA co-files a resolution with Varian Medical Systems

RBZA co-files a shareholder resolution on behalf of clients at Emerson Electric Co which asks management to prepare a sustainability report to improve company transparency on environmental, social, and governance matters.

Category: Shareholder Activism

June 9, 2010

Robert Zevin keynote address at the Slow Money National Gathering

Robert Zevin gives a keynote address at the Slow Money National Gathering in Vermont on the topic “Money: New Thinking and New Action.” To read a transcript of his speech, click here.

Category: Presentations

May 17, 2010

Sonia Kowal moderates panel at China Symposium

Sonia Kowal moderates a panel on engaging with Chinese companies at the Social Investment Forum's International Working Group symposium on “The Paradox of China’s Transformation.” The symposium addressed the rising tension between China’s tremendous economic growth and international influence over recent decades as it faces environmental and development challenges. 

Category: Presentations

May 8, 2010

Robert Zevin on the Radios

Robert Zevin is a guest on the radio show “Magnet Investing with Jordan Kimmel.” To listen to Robert’s segment on the show, click here.

Category: In the Press

April 20, 2010

RBZA co-files a resolution with Proctor & Gamble

RBZA co-files a ‘Say on Pay’ shareholder resolution on behalf of a client at Proctor & Gamble which asks management to adopt a policy to let shareholders vote in future annual general meetings to ratify the compensation of company executives.

Category: Shareholder Activism

March 28, 2010

Robert Zevin speaks at BASIC

Robert Zevin presents “Is this America’s lost decade?” co-hosted by B.A.S.I.C. To hear Robert Zevin talk about the outlook for the economy and how long it might take to fully recover as well as what we can learn from Japan and Europe about how to live with slow growth and high unemployment, please click here to access a recording of the presentation as well as the Q&A session. The slides are available here. Robert's notes can be found here.

Category: Presentations

March 9, 2010

Ben Lovell and Sonia Kowal present workshop on low risk investing

Ben Lovell and Sonia Kowal present “Doing well and being safe,” an educational workshop focusing on how to earn competitive returns without taking unnecessary risk in conjunction with the Association of Small Foundations.

Category: Presentations

January 28, 2010

Sonia Kowal attend Climate Change conference at the UN

Sonia Kowal attends the Investor Network on Climate Risk conference at the UN. Read her summary of the investment implications of the Copenhagen summit.

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.