Information & Resources
Since our inception, social responsibility has been at the forefront of our work — and we continue to demonstrate our commitment to social responsibility in our investment process and advocacy. To learn more about how we create a positive impact, we invite you to engage with the following resources.
2024 IMPACT REPORT
A deep dive into our SRI activities and impact.
SHAREHOLDER ADVOCACY GUIDE
An explanation of our approach and why not all advocacy efforts are created equal.
INVESTOR’S GUIDE
Our perspective on how to identify strong investments.
INVEST SUSTAINABLY
A introduction to Zevin Asset Management and our investment process.
FINANCIAL PLANNING
A guide to our financial planning services.
NON-PROFIT CASE STUDY
Overview of help Zevin provides to Non-Profit clients.
INFO SHEET FOR INDIVIDUALS
How we manage individual and joint investment accounts.
INFO SHEET FOR NON-PROFIT
Investing with a mission.
For more on our work and broader advocacy, check out our latest publications, and join us on Twitter and LinkedIn. And please don’t hesitate to contact Marcela Pinilla, Zevin Asset Management’s director of sustainable investing, at marcela@zevin.com with your questions, thoughts, and suggestions.