Impact Reporting

Q2 2022 Impact Update

At Zevin Asset Management, we build responsible investment portfolios to satisfy our clients’ goals. We then address risks and create positive social impact by engaging with portfolio companies. This quarter, we wrapped up the 2022 proxy season and continued to build on past engagement successes. As we make progress, we also identify and seek to address emerging challenges. Please see the end of our update for a summary of the proxy season.

Q1 2022 Impact Update

At Zevin Asset Management, we build responsible investment portfolios for our clients. We then address risks and create positive social impact by engaging with portfolio companies. The early months of 2022 were no exception. In the first quarter of 2022, we looked for opportunities to support the people of Ukraine against Russia’s invasion. We initiated dialogues with portfolio companies and the investment community on their role in enabling this war — and pressed for action to mitigate further human rights abuses.

Q3 2021 Impact Update

At Zevin Asset Management, we build responsible investment portfolios for our clients. We then address risks and create positive social impact by engaging with portfolio companies. In the third quarter of 2021, we persisted in challenging companies, and Congress, for accountability and positive change focusing on worker rights, strengthening our democracy, and shining a light on corporate involvement in public policy across a range of issues.