Proxy Voting

Zevin Asset Man­age­ment strives to vote the prox­ies of all domes­tic and inter­na­tional hold­ings on behalf of those clients who have given their per­mis­sion to do so. Zevin gen­er­ally votes client prox­ies accord­ing to its guide­lines, but excep­tions occur as it is not pos­si­ble to antic­i­pate each and every res­o­lu­tion. All vot­ing deci­sions are intended to meet Zevin’s fidu­ciary oblig­a­tions to itsclients, which include sup­port for high stan­dards of cor­po­rate gov­er­nance as well as social and envi­ron­men­tal responsibility.

Vot­ing for most clients is under­taken by the Tri-​State Coali­tion for Respon­si­ble Invest­ment (http://​tri​cri​.org) using the guide­lines below and the results are reviewed on an annual basis. Vot­ing results are avail­able upon request.

Vot­ing Guidelines