Value proposition

We are investors on a mission.

Zevin Asset Management is an investment manager with a global focus that integrates sustainability into professional active investment management for our clients:
- Individuals and families who want to create value through their values
- Endowments, foundations, non-profits and religious institutions who want their investment choices to reflect, rather than undermine, their mission
- Advisors who are looking for sub-advised SRI/ESG solutions

With a more than 25-year track record under our belt, we proudly put our expertise to work by helping our clients reach their financial goals. Our dual objective as longtime sustainable investors is to achieve financial returns while also creating positive social and environmental impact. We specialize in risk minimization through customized, separately managed accounts of active equity and fixed-income allocations that seek capital appreciation. Zevin Asset Management’s seasoned team approaches social responsibility not only as an ethical good, but also as an essential tool to reduce risk, find opportunities, and deliver competitive performance over the long term. Key pillars of our approach to social responsibility include ESG integration, shareholder advocacy, screening, and proxy voting.

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

Specialties: Socially Responsible Investing, Environmental, Social and Governance (ESG) Investing, Impact Investing, Mission-Aligned 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://www.zevin.com/web-disclosures.

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