How I Learned to Start Worrying (About Values) and Escape Traditional Investing

I came to my work in socially responsible investing because I was bothered by the inconsistencies between the ethical lifestyle I was trying to lead and the investments I was making in my professional life. I came to realize that no matter what I did at home in terms of supporting environmental or social causes or being a conscious consumer, these positive behaviors and consumer choices were dwarfed by the negative effects of the investments I was making as an equity analyst and portfolio manager at a large conventional asset management firm.

Q4 2020 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. As 2020 draws to a close, it is clearer than ever that three of the most pressing environmental, social, and governance (ESG) issues facing companies (and society) are COVID-19, racial injustice, and climate change. Our advocacy helped to move companies toward better practice in each of these areas.

2020 Year in Review

Philip Hergel
Senior Quantitative Analyst

2020 Can't End Fast Enough

Imagine if the 1918 Spanish flu pandemic, the Civil Rights Movement of the 1950s, the 1930s Great Depression, the nightmarishly messy U.S. presidential election of 2000, as well as unprecedented devastation from global natural disasters all occurred in the same calendar year — well, they just did.

2020 will be remembered as the year to forget. It will be remembered for the 1.4 million people (and still counting) who died globally due to COVID-19. It will be remembered as the year of brutal economic turmoil for millions of people who lost their jobs during the pandemic. It will be remembered for the immeasurable anguish of Black people being killed by police officers and the increasing awareness of the Black Lives Matter movement across America. It will be remembered for the uncontrollable raging wildfires around the world and the most active hurricane year on record. It will be remembered for the attack on American democracy as the presidential election results were disputed, litigated, and doubted by millions of Americans. There is no negative adjective strong enough to describe how bad 2020 was. If 2020 were a drink, it would be a colonoscopy prep. Good riddance 2020…bring on 2021! 

To read more download a PDF of our Year in Review.