To receive email alerts from our News page, please click here

Fol­low us on Twit­ter:


September 17, 2018

Impact Report 2018

Zevin Asset Management proudly presents our first comprehensive review of the positive impact we create on behalf of our clients. Watch this video and read our new Impact Report below.

Our socially responsible investing approach creates positive impact in the world. When we help convince companies to develop greenhouse gas targets, that helps address climate change. And when we press big tech firms to strengthen their diversity strategies, each success potentially impacts the lives of thousands of workers.

We’re pleased to review all of this work in our first-ever Impact Report. Read to learn more about how we press companies for change, our approach to voting at shareholder meetings, our portfolio footprint, and the sound business practices that have made us an industry leader and a Certified B Corporation.

Click to download the report

Categories: Shareholder Activism, Presentations


June 20, 2017

Financing the Future

Today our own Pat Tomaino testified in support of two carbon pricing bills in Massachusetts. The legislation would cut greenhouse gas emissions by putting a fee on carbon and use the money to support low-income people and the transition to low carbon technologies. Read his full testimony on Medium.com.

Categories: Shareholder Activism, Presentations

May 9, 2017

Sonia Kowal on Sustainable Enterprise and Impact Investing

Our president Sonia Kowal spoke to Darby Hobbs about how we approach socially responsible investing: “If the goal for a client is to have an active positive impact with their portfolio, shareholder advocacy and also public policy activities are really important... We have a right and obligation to advocate for our clients' values.”

Categories: Shareholder Activism, Presentations


June 13, 2015

Robert Zevin honored at Common Cause Event

Robert Zevin speaks in support of Common Cause

On Saturday, June 13, Robert Zevin was recognized for his leadership in socially responsible investing and for his longstanding support of Common Cause, an organization that has fought for open, accountable, and inclusive government for 40 years.  He was joined by friends and colleagues in  support of Common Cause’s Building a More Perfect Democracy brunch and its effort to stop big money in politics at the national, state, and local levels.  Common Cause also runs a campaign for a constitutional amendment to reverse Citizens United, works on legislation to add even more transparency to campaign funding and to public records, and has a grassroots campaign to encourage new voters through election reforms.  These are aims that Zevin Asset Management shares.

Category: Presentations

May 6, 2015

Sonia Kowal speaks at US SIF annual conference session "Investing in People, Not Prisons"

Sonia Kowal addresses why mass incarceration should concern investors, the employment prospects for ex-offenders and how investors can use their unique voice to further change at for-profit prisons in this vital civil rights issue of our time. 

Category: Presentations

May 4, 2015

Sonia Kowal moderates "Research from around the world on women, inequality and corporate performance" at US SIF conference

As part of the International Working Group (IWG)-Sustainable Investment Research Analyst Network (SIRAN) Event on  "Investing to Advance Women Globally" at the US SIF annual conference, the panel focuses on current research on the state of affairs of women in corporations.

Category: Presentations

April 8, 2015

Sonia Kowal leads IAA webinar on Responsible Investing

Sonia Kowal leads the Investment Advisor Association's first webinar on socially responsible investing. This introductory webinar introduces investment advisors to the field and tackles questions such as what it means to invest responsibly, tools and strategies, and client interest levels. To listen to a recording click here.

Category: Presentations


November 20, 2014

Sonia Kowal discusses governance at BSAS Sustainable Investing conference

Sonia Kowal joined Robert Von Rekowsky from Fidelity Investments to discuss the impact of both sovereign and corporate governance on global equity investing at BSAS's (Boston Securities Analyst Society) sold-out Sustainable Investing conference.

Category: Presentations

November 11, 2014

Sonia Kowal speaks on a panel - Climate Change: The Challenge of Stranded Assets

At a very well-attended session at The SRI Conference in Colorado Springs, Sonia Kowal presented an overview of how Zevin is approaching the subject and the challenges that we have faced in addressing stranded assets and fossil fuel divestment.

Category: Presentations

November 9, 2014

Amber Fairbanks delivers a "popcorn presentation" at the SRI Conference

Portfolio Manager and Senior Securities Analyst, Amber Fairbanks, introduces Zevin Asset Management to financial advisors at The SRI conference in Colorado Springs. Click here to watch her presentation.

Category: Presentations

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.