REPORT: Our social & environmental impact

Read below to learn about how we channel investor voices to create positive social & environmental impact

Zevin Asset Management is proudly committed to socially responsible investment performance. That approach promotes long-term risk management for our clients and creates positive impact in the world. For instance, when we help convince companies to develop greenhouse gas targets or boost renewable energy use, that helps address climate change. And when we press big tech firms to strengthen their diversity and inclusion strategies, each success potentially impacts the lives of thousands of workers.

LINK: We’re pleased to review all of this work in our first ever Impact Report.

Our new report surveys the totality of our influence, from shareholder advocacy to the way we run our firm. Read for more information on how we press companies for change, our approach to voting at shareholder meetings, our portfolio footprint, and the sound business practices that have made us an industry leader and a Certified B Corporation.

And be sure to contact us with questions or comments. We’re grateful for your feedback and continued support.

Disclosures

• Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen or experience.
• Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
• This communication may include opinions and forward-looking statements. All statements other than statements of historical fact are opinions and/or forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the beliefs and expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such beliefs and expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.
• Investment process, strategies, philosophies, allocations and other parameters are current as of the date indicated and are subject to change without prior notice.
• Nothing in this communication is intended to be or should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes.
• Any references to outside content are listed for informational purposes only and have not been verified for accuracy by Zevin Asset Management. Zevin Asset Management does not endorse the statements, services or performance of any third-party author or vendor cited.
• Past performance is not a guarantee of future results. Investments in common stocks and in fixed income securities are always subject to the possibility of meaningful losses.
• Nothing in this presentation should be construed to imply that services comparable to those offered by Zevin Asset Management cannot be found elsewhere.
• Specific securities identified and described may or may not be held in all or any portfolios managed by Zevin Asset Management and do not represent all of the securities purchased, sold, or recommended for advisory clients. The reader should not assume that investments in the securities identified and discussed were or will be profitable.
• Certified B Corp status and designation on B Lab’s “Best for Customers” and “Changemakers” lists are, at least in part, based on responses provided to B Lab by the Adviser. The Adviser pays annual membership dues to B Lab, which is a requirement for eligibility in B Lab results. Certified B Corp status requires an assessment of companies’ positive impact on workers, community, customers, and environment (Criteria: https://bcorporation.net/ certification/meet-the-requirements). The “Best for Customers” designation is given each year to companies that score among the top 10 percent of all Certified B Corps in the Customer impact area (Criteria:https://bthechange.com/how-a-company-can-bebest-for-the-world-d4b22526afa3). The “Changemakers” designation is given each year to companies that make tangible progress on their commitment to improve measurable, positive impact (Criteria: https://bthechange.com/the-203-companies-takingimpact-improvement-to-heart-23362e1463e6).
• Inclusion in the Real Impact Tracker Certified Community is, at least in part, based on responses provided by the Adviser. The Adviser paid Real Impact Tracker to perform an assessment, which is a requirement for being included in the Certified Community. The assessment took account of the Adviser’s abilities in shareholder engagement, its public advocacy, and its integration and promotion of environmental and social considerations in the investment process. (Criteria: http://realimpacttracker.com/certified-community)
• Bloomberg Businessweek “Ones To Watch” award is determined annually by the editors of Bloomberg Businessweek magazine. (Criteria:https://www.bloomberg.com/news/features/2017-11-30/ watch-these-people-in-2018)