When positive change is part of the plan: our Guide to Shareholder Advocacy

Jay OwenSRI/ESG News

Sustainable investing takes more than just stock picking or checking a box that reads “ESG.” We’ve known this for decades, and we built our reputation in part on our commitment to creating positive change.

A thoughtful approach to shareholder advocacy is a centerpiece of Zevin Asset Management’s strategy. Our efforts have led to real and measurable outcomes for our portfolio companies and our clients, as we’ve made an impact by:

  •  engaging directly with portfolio companies on material issues
  • leading coalitions of aligned asset owners
  • amplifying our voices through the press
  • developing shareholder proposals that draw interest and action

How do we do it and why does it really matter? Those are the types of questions we answer in our Shareholder Advocacy Guide: Strengthening Investments Through Positive Change.

 

Read Our Guide

 

We encourage you to read the Guide, and as always to connect with us at any time — we welcome your questions and ideas!