At the onset of Russia’s war in Ukraine, Zevin Asset Management Preside Sonia Kowal shared her perspective on the investment community’s role in enabling the crisis and offered solutions on how investors could best support Ukraine moving forward. More than seven months later, her disappointment in investors’ response to the Russian invasion persists.
Q3 2022 Impact Update
At Zevin Asset Management, we build responsible investment portfolios to satisfy our clients’ goals. We then address risks and create positive social impact by engaging with portfolio companies. As we head into the fall, we are encouraged by Congress’ Inflation Reduction Act (IRA), one of the most significant actions to date ever taken by the United States to mitigate climate change.
Zevin Asset Management’s Global Equity Strategy Named to PSN Top Guns List of Best Performing Strategies for Q2 2022
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 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.
Zevin Asset Management Honored as Best for the World 2022
For the sixth year in a row, we have earned a place on the Best for the World lists within the Certified B Corporation community. Zevin Asset Management was named Best for Customers, scoring in the top 5 percent of all Certified B Corps, for our focus on serving clients as we help solve pressing social and environmental issues.
Zevin Asset Management's China Divestment Policy
We have always felt it is important to hold ourselves to the same standards and scrutiny that we use when engaging portfolio companies and analyzing companies for potential investment. We have decided to divest from and cease further investment in direct Chinese and Hong Kong holdings for the foreseeable future.
Read our China divestment policy to learn more.