Boston-based Zevin Asset Management Named A Leading Money Manager for Positive Social Impact

Jay OwenReforming Global Finance

“Ethical Markets is delighted to see this well-deserved honor for our longtime colleague Robert Zevin and his company.  Congratulations, Robert!

~Hazel Henderson, Editor “

Zevin Asset Management Named a Leading Money Manager for Positive Impact

 

January 30, 2018 – Boston, MA: Zevin Asset Management has been honored as a leading socially responsible investment manager by experts at Real Impact Tracker. Real Impact Tracker is an easy-to-use, new tool to help individuals and institutions find money managers that create positive social and environmental benefit with their investments. Real Impact Tracker estimates that only 7 percent of investment funds would qualify for the certification Zevin Asset Management has received.

 

Real Impact Tracker’s Certified Real Impact Community is a stamp of approval for socially responsible money managers. Zevin Asset Management’s certification reflects the firm’s commitment to helping clients invest while creating positive impact on environmental, social, and governance (ESG) issues. Fund managers were evaluated based on their capability to analyze ESG issues, the quality and impact of their shareholder advocacy, and their public policy leadership.

 

As a socially responsible investment firm, Zevin Asset Management’s investment process combines traditional fundamental research, global macro considerations, and analysis of ESG risks and opportunities. To create positive impact, Zevin Asset Management meets with executive management and uses shareholder pressure to move portfolio companies on issues such as human rights, diversity and inclusion, and climate change.

 

Zevin Asset Management President Sonia Kowal said: “We are proud to be recognized for the impact of our socially responsible investing. It can be difficult to find responsible investment options, and big Wall Street firms have begun confusing investors with ESG-lite marketing and ‘impact washing.’ Tools like Real Impact Tracker will help investors choose wisely and make responsible investing more accessible for all.”

 

Zevin Asset Management held more than 90 social and environmental dialogues to influence companies in 2017, including 21 shareholder proposals that went to votes at shareholder meetings. Last year, Zevin Asset Management’s advocacy contributed to meaningful changes at Starbucks on paid family leave, PepsiCo on climate change risk, and Apple on diversity and inclusion.

“Our socially responsible investing approach draws on deep research and insight,” said Pat Miguel Tomaino, Director of Socially Responsible Investing. “Beyond that, Zevin Asset Management is willing to challenge firms and deliver real corporate change. Both are essential to create positive impact on behalf of our clients, and we welcome Real Impact Tracker’s recognition.”

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