Q4 2022 Impact Update

This quarter we joined fellow shareholder advocates in filing shareholder proposals, the culmination of corporate engagements from the months prior. We also took stock of our efforts and accomplishments to build sustainability in our portfolio companies beyond ESG risk analyses. In reflecting on our progress, we are reminded of our responsibility to harness our investor voice to make a difference.

The Storm Before the Calm?

We don’t think we are alone in saying that we will be happy to have 2022 in the rear-view mirror. This was a year filled with pervasive and relentless unrest, conflict, and sorrow. In 2022, Orwellian propaganda, doublespeak, and outright disinformation policies continued to spread around the globe. When the Merriam-Webster dictionary selects “gaslighting” as the word of the year – you know it was an unpleasant year.

Zevin Asset Management’s Global Equity Strategy Named to PSN Top Guns List of Best Performing Strategies for Q3 2022

For the second consecutive quarter, Zevin Asset Management's Global Equity strategy has been named to the PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies. In addition to Q3 2022, the firm received the same recognition for Q2 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

Read our statement to learn more.

How We Are Responding to the Climate Crisis

The most recent Intergovernmental Panel on Climate Change (IPCC) report concluded, once again, that unless there are immediate, rapid and large-scale reductions in greenhouse gas emissions, limiting warming to close to 1.5°C or even 2°C in the next few decades will be beyond reach. Climate scientists continue to warn that structural changes in our economy are needed to mitigate the greatest harms of climate change. Meaningful policy changes are the most important strategy to address this, but the role of sustainable investing is also key.