Zevin Asset Management (United States)

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Zevin Asset Management was founded over 20 years ago with the exclusive purpose of managing socially responsible investment portfolios for individuals, families, and non-profits. The firm is 100% employee-owned, majority women-owned firm and is a Certified B Corporation.[1] As of early 2019, it holds approximately USD 500 million in assets under management.[2]

As part of the default exclusionary screens used by Zevin, companies producing weapons including nuclear, chemical and biological weapons, cluster munitions, anti-personnel landmines and small arms, are excluded from investment. Nuclear weapon producers are excluded regardless of their country of origin or in which country’s nuclear arsenal they are involved.[3]

The scope of the policy covers all investments, including externally managed assets and all investments on behalf of clients.[4]

Zevin does not work with an exclusion list but excludes companies on a case-by-case basis, informed by research by Sustainalytics and internal research.[5]

Website: https://www.zevin.com/

Twitter: https://twitter.com/ZevinAssetMgmt

Linked-In: https://www.linkedin.com/company/zevin-asset-management-zam-/

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Notes

 

[1] Zevin Asset Management, “About Us”, 2019, Zevin Asset Management website (https://www.zevin.com/who-we-are/about-us), viewed 27 August 2019; Zevin Asset management, written response to PAX dated 7 February 2019.

[2] Zevin Asset management, written response to PAX dated 27 August 2019.

[3] Zevin Asset Management, “Negative Screens”, 2019, Zevin Asset Management website (https://www.zevin.com/social-responsibility/negative-screens), viewed 27 August 2019; Zevin Asset management, written response to PAX dated 7 February 2019.

[4] Zevin Asset management, written response to PAX dated 7 February 2019.

[5] Zevin Asset management, written response to PAX dated 7 February 2019.

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Last updated: 2020-09-08 21:56:34