• Com­mit­ted to serv­ing our clients’ finan­cial needs with com­pet­i­tive invest­ment performance
  • Ded­i­cated to social change

Zevin Asset Man­age­ment, LLC is a global top-​down invest­ment man­age­ment firm whose phi­los­o­phy is rooted in the idea of avoid­ing major losses rather than seek­ing big gains. Our dis­ci­plined approach removes the emo­tion from invest­ing by iden­ti­fy­ing attrac­tive regions and sec­tors from around the world while expe­ri­enced ana­lysts con­cen­trate on stock selec­tion. For both social and invest­ment rea­sons, we focus our stock selec­tion on well-​managed com­pa­nies with sus­tain­able busi­ness practices.

Social Respon­si­bil­ity

For both social and invest­ment rea­sons, we focus on well-​managed com­pa­nies with sus­tain­able busi­ness prac­tices capa­ble of deliv­er­ing worth­while returns for a num­ber of years. The secu­ri­ties that we man­age are screened for a wide range of social cri­te­ria and are voted in a con­sci­en­tious way. Our share­holder activism includes ini­ti­at­ing com­pany dia­logues and co-​filing share­holder res­o­lu­tions on behalf of our clients. . . . MORE


October 21, 2019
Q3 2019 Audiocast.  READ

October 15, 2019
Q3 Impact Update.  READ

September 4, 2019
Zevin Asset Management Honored as Best for the World 2019.  READ

July 23, 2019
Q2 2019 Audiocast.  READ

July 11, 2019
Q2 Impact Update.  READ

invest­ment commentary

April 8, 2019

Trends: 5G Rising

By Stig Zarle, Senior Securities Analyst

This piece is the second in a series of occasional memos to inform our clients of transformative, long-term (secular) themes that we examine as part of our investment process. A secular theme typically starts as a subtle change within a market that gradually gains momentum and plays out over an extended period of time, perhaps decades (think ecommerce, mobile computing, and clean energy). We study these trends and the companies that have specific exposure to these themes for potential investment opportunities. At this point, you have likely heard the term “5G” thrown around in similar . . . MORE