B Impact Report

Logo for Zevin Asset Management

Zevin Asset Management

Investment Advisor and Money Manager
Certified Since: October, 2014
Location: Boston, Massachusetts, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

131.8

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

www.zevin.com

Zevin Asset Management, LLC is a boutique global SRI/ESG asset manager based in Boston that uses a top-down economically driven approach to build institutional and individual portfolios. Although ZAM was established in 1997, the firmÕs portfolio managers are pioneers of SRI with careers stretching back to the foundation of the movement.

ZevinÕs first objective is to minimize losses rather than seeking to maximize gains. The firmÕs proprietary scenario forecasting approach has been refined over 40 years and has resulted in strong investment results by avoiding exposure to excessive risk. ZevinÕs focus on environmental, social and governance factors has also helped improve the risk/return profile of client portfolios. Zevin is a 100% employee-owned and majority women-owned firm.

Zevin is committed to the dual goals of competitive financial results and progressive social change and believes the best way to "beat the market" is to be safely protected when it goes down, not dangerously exposed when it goes up. Composite performance since inception demonstrates its steady commitment to this approach and Zevin is proud to compare the results it has achieved for its clients to investors who do not look at environmental, social and governance factors when making investment decisions.

Best for the World Honoreeinfo_outline

linkBest for Changemaker 2019 linkBest for Customers 2019 linkBest for Customers 2018 linkBest for Changemakers 2018 linkBest for Customers 2017 linkBest for Changemakers 2017 linkBest for Customers 2016

Impact Area Scoresinfo_outline

info_outlineOverall B Impact Score

To certify as a B Corp, a company must achieve a minimum verified score of 80 points on the B Impact Assessment. The B Impact Assessment asks questions about how the day-to-day operations of a company create positive impact for the company’s workers, community, and environment. Additionally, companies can earn further points if their overall business model can be shown to create positive social and environmental impact as well, qualifying the company for specific Impact Business Model points.

Scores for Certified B Corporations are verified by the non-profit B Lab.

info_outlineImpact Area Scores

The questions in the B Impact Assessment are organized into five Impact Areas: Governance, Workers, Community, Environment, and Customers. Click into a Impact Area to see topics covered in each. Topics in blue are Impact Business Models associated with that Impact Area where the company has earned additional credit. Due to rounding, displayed totals may not add up exactly.

The B Impact Assessment is customized to a company's size, sector, and geographic market.  However, within those parameters, there are still questions included in the B Impact Assessment that might not be relevant to a particular company. In cases where a question is not applicable, the potential points available for that question are instead earned based on the performance of the company on the other topics relevant to the stakeholder and summed up as "N/A points." Likewise, a score of N/A for Workers means that the company is a sole proprietor or partnership with no full-time staff, and a score of 0 or N/A for Customers means that the company does not have a specific Customer-focused Impact Business Model.

Previous Overall B Impact Scores

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info_outlineBest for the World Honoree

Each year, B Lab releases lists honoring the top-performing Certified B Corps in each Impact Area and overall, broken down by size, on the annual Best for the World lists.

info_outlineAdditional Documentation

B Lab may determine that a company should make additional material beyond their B Impact Report transparent in order for the public to be able to evaluate the company’s overall impact. This additional transparency may cover participation in a controversial industry, information shared on the company’s Disclosure Questionnaire, or simply a company’s relationship to a larger complex entity. Public companies and wholly-owned subsidiaries are required to make their full B Impact Assessments transparent to achieve B Corp Certification.