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.