Value proposition

Zevin Asset Management manages socially responsible, global, diversified equity and bond portfolios and strategies for

• Individuals and families who want to create value through their values
• Endowments, foundations, non-profits and religious institutions who want to align their investment choices with their mission
• Advisors who are looking for sub-advised SRI/ESG solutions

Our first objective is to avoid major losses rather than to seek big gains and we partner with each client to build a portfolio that suits their long-term needs and values. For both social and investment reasons, we focus our stock selection on well-managed companies with sustainable business practices. As conscientious investors we employ environmental, social, and governance (ESG) analysis in the investment process, not only for ethical reason but also as a marker of strong and enduring companies. In addition, we actively engage in shareholder advocacy to achieve positive improvements in companies’ behavior and enhance shareholder value while also making a broader societal impact.

We pride ourselves on being a B Corporation and a 100% employee-owned, majority women-owned firm.

All our strategies are available fossil-fuel free.

Specialties: Socially Responsible Investing, Environmental, Social and Governance (ESG) Investing, Impact Investing, Mission Investing, Wealth Management, Shareholder Advocacy & Engagement

*** Updates and posts on this page should not be construed as investment advice. Zevin Asset Management is not liable for the content of third party sites. Links provided are simply for ease of reference. Please see additional important disclosures on our website: https://zevin.com/disclaimers.

socially responsible investing, capital preservation, asset allocation, risk averse, ESG, SRI, impact investing, global equity, mission-related investing, shareholder advocacy, wealth management, foundations, endowments, families, high net worth, global tactical, and global balanced