Zevin Asset Management

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Zevin Asset Management Sustainability Profile

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Certified B Corporation

Zevin Asset Management presents itself as a responsible investor with an ESG-integrated investment process and a strong emphasis on shareholder advocacy, proxy voting, public policy engagement, and collaboration with investors, NGOs, and community groups. Its sustainability work focuses on environmental, social, and governance issues across client portfolios, including climate change, racial equity, human rights, biodiversity, and corporate political spending. The firm says all of its assets integrate ESG factors and that it uses in-house and third-party ESG research. It also reports participation in collective initiatives and public advocacy efforts aimed at corporate change and social impact.

About Zevin Asset Management

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United States

Zevin Asset Management Sustainability Actions

ESG integrated into all assets

Our investment committee has deep experience in ESG and all of our assets integrate ESG factors. We collaborate with investors, advocates, communities, and NGOs to seek corporate change toward positive outcomes in society.

Filed shareholder resolutions

Through our advocacy in 2020, we contributed to 16 company commitments in ESG-related topics. Additionally, we filed 11 shareholder resolutions (leading 9 of them), which resulted in 4 withdraws, indicating a company’s commitment to a change in their practices.

Engaged on climate and pay

We sent a signal to the UPS board of directors to adopt executive compensation structures linked to meeting their greenhouse gas (GHG) mitigation targets.

Racial equity audit at Verizon

We had made an agreement with Verizon in 2022 to withdraw our shareholder proposal after they agreed to undertake an independent racial equity audit. Verizon has updated its practices, including developing hiring programs for formerly incarcerated people and eliminating degree and GPA requirements in job applications.

Advocacy on Russia and Ukraine

We wrote a letter to the U.S. Departments of State and Commerce seeking a business advisory, as has happened for other conflict zones, and delivered expert testimony before the State Department along with the advocacy organization Heartland Initiative.

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Zevin Asset Management Sustainability Commitments

2050

Net zero emission targets

We questioned their proxy voting decisions, which did not reflect the impacts of climate change that will affect the economy as a whole. Vanguard had withdrawn from a global initiative encouraging fund managers to reach net zero emission targets by 2050 and limit the rise in global temperatures.


What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Zevin Asset Management

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United States

Sustainable Development Goals

Zevin Asset Management is committed to advancing these Global Goals to promote prosperity for people & planet.

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