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.

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Q2 2018 Advocacy Update

In the first quarter of 2018, we continued using shareholder advocacy for positive impact and long-term risk management. We won a landmark majority vote on climate risk management at Kinder Morgan; we joined with fellow investors to call out companies enabling the Trump administration’s risky and inhumane immigrant detention policies; we moved Google’s parent company Alphabet, and other tech companies, closer to racial and gender inclusion; we challenged Verizon on privacy and net neutrality; and, we joined a global coalition of investors pushing for access to medicines in the global South countries that need them. Pat Miguel Tomaino has our quarterly advocacy update.

Q1 2018 Advocacy Update

In the first quarter of 2018, we continued using shareholder advocacy for positive impact and long-term risk management. We joined with fellow socially responsible investors to urge gunmakers, retailers, and financial firms to address the risks of gun violence; we moved hotel giant Marriott toward greater diversity and equity; we joined a campaign to push companies toward carbon disclosure; and we continued work pressing employers on paid family leave policy, with new wins at CVS Health and TJX Companies. Pat Miguel Tomaino has our quarterly Advocacy Update.

Q4 2017 Advocacy Update

In the fourth quarter of 2017, we continued using shareholder advocacy for positive impact and long-term risk management. We led climate risk proposals at oil and gas majors, continued our push on paid family leave and human capital management, pushed TJX on supply chain working conditions, and co-filed a first-ever proposal for opioid accountability in the pharmaceutical sector. Pat Miguel Tomaino has our quarterly Advocacy Update.