Who Zevin Asset Management Is
Zevin Asset Management is an investment manager with a global focus that weaves sustainability right into the heart of active investment management. Serving individuals, families, foundations, religious institutions, and non-profits, this firm brings over 25 years of experience to the table. Their mission? To help clients hit their financial goals while making a positive social and environmental impact. It’s not just about returns — it’s about doing well by doing good.
The Key Benefits of Choosing a Sustainable Investment Firm
What sets Zevin apart? Here’s a quick snapshot:
- Certified B Corp with a score of 142.5 — holding themselves to the highest standards
- 100% Employee-Owned and Majority Women-Owned and Led — diversity isn’t just a buzzword here
- Focus on recruiting and retaining diverse talent — building a team that reflects the world
- Customized, separately managed accounts blending active equity and fixed-income allocations
- Specialized in risk minimization while seeking capital appreciation
What Makes an Investment Firm Truly Sustainable?
Being sustainable isn’t just a label for Zevin Asset Management — it’s embedded in everything they do. From their investment approach to how they build their team, sustainability is the fabric of the firm. As a Certified B Corp, they hold themselves accountable to the same high standards they expect from the companies they invest in. It’s a deliberate choice, not an afterthought.
How Zevin Aligns Investments with Values
Whether it’s racial equity, human rights, or climate action, Zevin helps clients align their portfolios with what matters most to them. They’ve been practicing socially responsible investing for over two decades, proving that it’s never too late to make your money work for you — and for the causes you care about. Their authentic approach means clients don’t have to sacrifice values for financial growth.
Investment Philosophy and Process
Markets are unpredictable — and Zevin gets that. Their philosophy balances safety and growth by evaluating global economic conditions and industry trends. They identify quality companies worldwide, considering environmental and social factors that could impact a company’s sustainability and success. It’s a thoughtful, long-term approach that blends financial savvy with social responsibility.
Impact on Sustainable Development Goals (SDGs)
- SDG 5: Gender Equality — Majority women-owned and led
- SDG 8: Decent Work and Economic Growth — Employee-owned structure promoting fair work
- SDG 10: Reduced Inequalities — Commitment to diversity and inclusion
- SDG 12: Responsible Consumption and Production — Sustainable investment practices
- SDG 13: Climate Action — Investing with climate considerations front and center
- SDG 16: Peace, Justice, and Strong Institutions — Advocacy and ethical governance
Who Zevin Serves and How They Support Clients
Zevin’s clients range from progressives and retirees to inheritors, academics, and young people eager to get more involved in their investments. They offer a boutique, customized approach to wealth and retirement management, putting clients at the center of everything. Their team of experienced advisors breaks down financial jargon and tailors strategies to individual goals — making investing feel less like a puzzle and more like a partnership.
