Social Responsibility

Our Approach to socially responsible Investing

We approach socially responsible investing (SRI) not only as an ethical good, but also as an essential tool to reduce risk, find opportunities, and deliver competitive performance over the long term.

As a Certified B Corporation™, Zevin Asset Management holds itself to the same high standards as the companies in which it invests.

2022 impact report, Zevin Asset Management

2022 IMPACT REPORT

A deep dive into our SRI activities and impact.

 
 

Issues We Address

  • Climate change risk

  • Workplace diversity & racial equity

  • Economic justice, wages & supply chain risk management

  • Paid family leave

  • Drug pricing and health equity

  • Mass incarceration

  • Responsible financial services

  • Community relations & product safety

  • Executive pay

  • Sustainable food & animal welfare

  • Corporate political influence

  • And more…

If these are issues that matter to you, get in touch:

 

ESG Integration

We analyze environmental, social, and governance (ESG) factors at all levels of our investment process to give us insights into potential risks and opportunities at the regional, country, industry, and company levels and to help us build portfolios with lower risk profiles. We believe that analyzing this information helps to create a more complete understanding of our investments than what is captured by traditional financial analysis.

In our Investor’s Guide, we’re offering details about how we examine companies and what we look for in an investment.


Shareholder Engagement

No company is perfect, and every company can improve to better address major ESG risks and opportunities. So, after we build a portfolio, we channel our clients’ investor voices to catalyze change. We have years of experience using executive meetings, letter-writing, campaign pressure, and shareholder proposals to hold companies accountable and press for change that benefits employees, stakeholders, communities, ecosystems, and investors.

Screening

We apply both negative and positive screens to our clients’ portfolios – excluding companies whose business practices are not in keeping with our standards of social responsibility, and actively seeking companies whose products, services, or practices contribute positively to society.



Proxy Voting

On behalf of our clients, we vote on issues before the boards of companies in our clients’ portfolios in annual company meetings. All voting decisions are intended to meet our fiduciary obligations to our clients, which include support for high standards of corporate governance as well as social and environmental responsibility.


 
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