In Memoriam Robert Zevin, 1936-2026

It is with deep sadness, but profound gratitude for a life purposefully lived, that we announce the passing of our founder and mentor Robert Zevin.

For many of you, Robert was not only your portfolio manager but also a friend.

Robert was not merely a brilliant economist and investment manager; he was a visionary who fundamentally reshaped the financial world. Long before terms like "ESG" entered the mainstream lexicon, Robert challenged the traditional Wall Street paradigm. He operated from a deeply held conviction that capital could—and must—be used as a tool for social justice, human rights, and environmental stewardship. Bloomberg made a short documentary a few years ago where Robert described his approach.

Alphabet's AI Accountability Gap

Who's accountable for the risks when AI powers your business? That's the question Marcela Pinilla raises with Lydia Kuykendal of Mercy Investment Services in an ImpactAlpha op-ed — and the same question behind the shareholder proposal Zevin filed at Alphabet alongside 34 co-filers representing more than $2.2 billion in shares. Here's why we're asking Alphabet's Board to report on the risks of being an infrastructure provider for governments, militaries, and security systems worldwide.

Read the full article >>

Alphabet Vote Gains Momentum

Zevin leads a coalition of more than 40 investors, including Norges Bank Investment Management, the world's largest sovereign wealth fund, pressing Alphabet for greater transparency into how governments use Google's cloud and AI tools. Marcela Pinilla frames the concern as "a real concern about systemic risk and human rights violations," not a campaign against any single company or contract. Here's what we're asking for, and why.

Read the full article >>

SpaceX IPO - Governance without Guardrails

As SpaceX moves toward its IPO, a growing number of sustainability-focused fund managers are flagging concerns over the unprecedented degree of control Elon Musk would hold over the company. Our own Marcela Pinilla told Bloomberg the governance structure is "too, too risky" for the kind of long-term company stability investors should look for. Here's why concentrated control at this scale matters to long-term investors — and what we're watching as the IPO unfolds.

Read the full article >>