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.
Zevin Asset Management Welcomes New Portfolio Manager
We are pleased to announce that Kevin Callahan has joined Zevin Asset Management as a senior portfolio manager. Kevin will have responsibility for the day-to-day management of client portfolios in addition to performing equity and fixed income research as an active member of our investment committee.
Zevin Asset Management Honored as Best for the World 2018
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.
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.
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.