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July 27, 2018

Impact Brief -- Caretaking & Human Capital: Why we’re leading an investor project on paid family leave.

America faces a caregiving crisis. Approximately 87 percent of private sector workers in the United States do not have access to a single day of paid family leave. This can drive risk and opportunity for companies. Companies offering paid family leave to all workers, not just those at the top, report improved morale, as well as cost savings from less employee turnover.

In the absence of policy at the federal level, last year Zevin Asset Management decided it was time for responsible investors to ask companies about paid family leave policy and push big employers in the right direction. As featured in a recent issue of Fortune, our shareholder advocacy has already helped win key changes at major companies like CVS Health, Starbucks, and Walmart.

Pat Miguel Tomaino has the story on our paid family leave work and a look ahead in our latest Impact Brief.

Thanks for reading, watching the video above, and sharing comments with pat@zevin.com.

Category: Shareholder Activism

July 13, 2018

Q2 Advocacy Update

In the first quarter of 2018, we continued using shareholder advocacy for positive impact and long-term risk management. We won a landmark majority vote on climate risk management at Kinder Morgan; we joined with fellow investors to call out companies enabling the Trump administration’s risky and inhumane immigrant detention policies; we moved Google’s parent company Alphabet, and other tech companies, closer to racial and gender inclusion; we challenged Verizon on privacy and net neutrality; and, we joined a global coalition of investors pushing for access to medicines in the global South countries that need them. Pat Miguel Tomaino has our quarterly advocacy update.

Category: Shareholder Activism

June 14, 2018

Zevin Asset Management Honored as Best for the World 2018

6/14/2018:  Boston, MA

Today, Zevin Asset Management earned a place for the third 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 the investment firm’s focus on solving social and environmental issues through its services.

“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 Asset Management. “We strive to construct portfolios for clients that help address the pressing environmental, social, and governance (ESG) issues we face today.” 

Pat Miguel Tomaino, Zevin Asset Management’s director of socially responsible investing, said: “As socially responsible impact investors, we believe that factors ranging from climate change risk to racial injustice drive risk and opportunity for companies in client portfolios. This honor reflects our continuing success in researching ESG factors and using our voices as shareholders to change companies and create positive impact.”

B Lab released separate lists recognizing B Corporations as Best for Workers, Best for Community, Best for Customers, Best for Governance, Best for Environment, and Best for the World Overall, which can be found at https://bthechange.com/bestfortheworld/home. The selection criteria for Best for the World honorees are available at https://bthechange.com/how-a-company-can-be-best-for-the-world-d4b22526afa3.

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.
The Adviser pays annual membership dues to B Lab, which is a requirement for eligibility in B Lab results.

Category: Organizational News

April 11, 2018

Q1 Advocacy Update

In the first quarter of 2018, we continued using shareholder advocacy for positive impact and long-term risk management. We joined with fellow socially responsible investors to urge gunmakers, retailers, and financial firms to address the risks of gun violence; we moved hotel giant Marriott toward greater diversity and equity; we joined a campaign to push companies toward carbon disclosure; and we continued work pressing employers on paid family leave policy, with new wins at CVS Health and TJX Companies. Pat Miguel Tomaino has our quarterly Advocacy Update.

Category: Shareholder Activism

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

January 10, 2018

Q4 Advocacy Update

In the fourth quarter of 2017, we continued using shareholder advocacy for positive impact and long-term risk management. We led climate risk proposals at oil and gas majors, continued our push on paid family leave and human capital management, pushed TJX on supply chain working conditions, and co-filed a first-ever proposal for opioid accountability in the pharmaceutical sector. Pat Miguel Tomaino has our quarterly Advocacy Update

Category: Shareholder Activism


November 30, 2017

Pat Miguel Tomaino is "One to Watch"

Our shareholder advocate Pat Miguel Tomaino has been honored by Bloomberg Businessweek as one of 20 people who will change business in 2018. Download a full press release, or check out the list and learn about the impact investing work Pat and Emily DeMasi are leading on paid family leave.

Categories: Shareholder Activism, In the Press

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

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

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.