A Triple Whammy Tightening and Entering the Danger Zone

In a previous inflation missive, I commented on powdered milk and toothpaste. The former being an example of a sacrifice families made in the past in response to soaring prices and the latter an analogy. Like trying to put toothpaste back into a tube that’s been squeezed, inflation is difficult to rein in once it takes hold. This sentiment rings true today, with the global economy experiencing severe inflation. To put it another way, the toothpaste is out of the tube and authorities are trying to get it back in so that we all don’t have to resort to drinking powdered milk.

Zevin Asset Management Weighs in on Russia’s War in Ukraine

Upon Russia’s invasion of Ukraine, Zevin Asset Management President Sonia Kowal was quick to share her perspective on the investment community’s role in enabling the crisis, and to offer solutions on how investors could best support Ukraine moving forward. In the weeks since, Sonia, a Ukrainian-American and former Russian-equity analyst, has continued to share her insights on the situation and what investors can do to mitigate further human rights harms. Her commentary has been featured in a number of webinars, podcasts, and interviews on the subject.

Zevin Asset Management’s Testimony to EPA in Support of Clean Truck Rule

On March 28, 2022, Environmental Protection Agency (EPA) published a proposed rule that would set new, more stringent standards to reduce pollution from heavy-duty vehicles and engines starting in model year (MY) 2027. The proposed standards would significantly reduce emissions of smog- and soot-forming nitrogen oxides (NOx) from heavy-duty gasoline and diesel engines and set more stringent greenhouse gas (GHG) standards for certain commercial vehicle categories.

Zevin Asset Management presented the following testimony in a virtual public hearing at EPA for the proposed rule.

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.