[X] CLOSEMAIN MENU

News

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

Fol­low us on Twit­ter:

2019

July 23, 2019

Q2 2019 Audiocast

Kevin Callahan, senior portfolio manager, breaks down our perspective on performance and market outlooks as we enter the third quarter of 2019:

July 11, 2019

Q2 Impact Update

In the second quarter of 2019, we continued using shareholder advocacy for positive impact and long-term risk management. This work included challenging companies with shareholder proposals on executive compensation, sustainability, and diversity/inclusion; tangling with Walmart on labor standards and shareholder rights; and calling out the practices of donor advised funds that let philanthropic dollars flow to racist and anti-LGBTQ hate groups.

You can read about all of these initiatives and more in our Q2 Impact Update. Contact our Director of Socially Responsible Investing Pat Miguel Tomaino (pat@zevin.com) with any questions, comments, or suggestions.

Category: Shareholder Activism

May 6, 2019

Zevin Asset Management Completes GIPS® Verification

As of April 23, 2019, Zevin Asset Management claims compliance with the Global Investment Performance Standards (GIPS®). This claim has been independently verified for the period of 12/31/2007 to 12/31/2017. The firm’s verification was conducted by ACA Performance Services. 

The GIPS® standards are a set of standardized, voluntary, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results to prospective clients. The GIPS® standards were created and are administered by the CFA Institute, the global, not-for-profit association of investment professionals. Claiming compliance with the GIPS® standards demonstrates a firm-wide commitment to ethical best practices and strong internal control processes.

GIPS® Verification is the review of an investment management firm’s performance measurement processes and procedures by an independent third-party verifier. Verification assesses whether the firm has complied with all composite construction requirements of the GIPS® standards on a firm-wide basis and if the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS® standards. Verification does not ensure the accuracy of any specific composite presentation.

To receive a copy of Zevin Asset Management’s GIPS®-compliant presentation and/or the firm’s list of composite descriptions, please email invest@zevin.com or call 617-742-6666. 

Category: Organizational News

April 11, 2019

Q1 Impact Update

In the first quarter of 2019, we continued using shareholder advocacy for positive impact and long-term risk management. Among other work, our proposal on lobbying ethics performed very well at Disney’s annual shareholder meeting; we continued a dialogue on responsible lending and customer protection with the Indian banking giant HDFC; we testified at the Boston City Council in support of divesting public funds from companies that profit from mass incarceration; and we joined with other investors pressing large banks to stop financing oil drilling in the Arctic National Wildlife Refuge.

You can read about all of these initiatives and get a detailed account of our advocacy dialogue with The TJX Companies (parent of T.J. Maxx and Marshall’s) in our Q1 Impact Update. Contact our Director of Socially Responsible Investing Pat Miguel Tomaino (pat@zevin.com) with any questions, comments, or suggestions.

Category: Shareholder Activism

March 6, 2019

Testifying for Responsible Investment in Boston

Last week, Director of Socially Responsible Investing Pat Tomaino joined neighbors, activists, and more than 130 citizens calling on Boston’s city council to divest public funds from risky companies like private prison operators, weapons makers, and fossil fuel companies.

The Boston City Council hearing — which included our allies such as Corrections Accountability Project, College Bound Dorchester, Mass Peace Action, Muslim Justice League, Boston Ujima Project, and other leading socially responsible investing (SRI) firms — proposed strategies for responsible re-investment in local initiatives that meet residents’ most urgent needs.

Click to read more, including our public testimony to the Boston City Council.

 

Categories: Shareholder Activism, In the Press

January 9, 2019

Q4 Impact Update

In the fourth quarter of 2018, we continued using shareholder advocacy for positive impact and long-term risk management. We filed several shareholder proposals challenging companies to link executive pay to long-term sustainable performance, promote inclusion, and improve lobbying ethics. We also co-authored an important letter to Amazon, urged world governments to act on climate change, and participated in a pathbreaking working group on investing and racial justice. You can read about all of these initiatives and get a detailed account of our advocacy dialogue with Ecolab in our quarterly Impact 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.