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Sustainable Investment Focus Zevin Asset Management specializes in sustainable investing, appealing to individuals, organizations, and advisors seeking to align their investments with their values. This focus on socially responsible investing presents a sales opportunity for engaging with clients who prioritize ethical investment decisions.

B Corporation and Minority Ownership As a B Corporation and a majority women-owned firm, Zevin Asset Management stands out in the financial services industry. Leveraging these certifications, sales professionals can position the company as a unique partner for clients who prioritize diversity, equity, and social impact in their investment choices.

Partnerships with Non-Profits Zevin Asset Management's partnership with Good Shepherd Food Bank demonstrates a commitment to supporting and managing investments for non-profit organizations. This connection provides a sales opportunity to offer tailored investment solutions to similar non-profits looking to align financial strategies with their mission.

Recognition as Best for Customers Being recognized as Best for Customers multiple times showcases Zevin Asset Management's dedication to client service and impact-driven investing. Sales representatives can leverage this accolade to foster trust and credibility when engaging with potential clients who value customer-centric financial partnerships.

Recent Investment in Estée Lauder Zevin Asset Management's investment in The Estée Lauder Companies Inc. highlights a strategic move in the beauty industry. This recent investment activity presents a sales opportunity to engage with companies in related sectors seeking sustainable and socially responsible investment partners.

Similar companies to Zevin Asset Management

Zevin Asset Management Tech Stack

Zevin Asset Management uses 8 technology products and services including Squarespace, Typekit, Highcharts, and more. Explore Zevin Asset Management's tech stack below.

  • Squarespace
    Content Management System
  • Typekit
    Font Scripts
  • Highcharts
    Javascript Graphics
  • jQuery UI
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • FancyBox
    Javascript Libraries
  • YouTube
    Video Players
  • Twitter
    Widgets

Zevin Asset Management's Email Address Formats

Zevin Asset Management uses at least 1 format(s):
Zevin Asset Management Email FormatsExamplePercentage
First@zevin.comJohn@zevin.com
44%
Last@zevin.comDoe@zevin.com
9%
First.Last@zevin.comJohn.Doe@zevin.com
3%
First@zevin.comJohn@zevin.com
44%

Frequently Asked Questions

Where is Zevin Asset Management's headquarters located?

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Zevin Asset Management's main headquarters is located at 2 Oliver St Suite 806 Boston, Massachusetts 02109 US. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Zevin Asset Management's phone number?

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You can contact Zevin Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Zevin Asset Management's stock symbol?

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Zevin Asset Management is a publicly traded company; the company's stock symbol is N/A.

What is Zevin Asset Management's official website and social media links?

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Zevin Asset Management's official website is zevin.com and has social profiles on LinkedIn.

What is Zevin Asset Management's NAICS code?

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Zevin Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does Zevin Asset Management have currently?

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As of August 2024, Zevin Asset Management has approximately 17 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Investment Officer, Senior Portfolio Manager: S. D.President: S. K.Coo/Cco: J. K.. Explore Zevin Asset Management's employee directory with LeadIQ.

What industry does Zevin Asset Management belong to?

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Zevin Asset Management operates in the Financial Services industry.

What technology does Zevin Asset Management use?

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Zevin Asset Management's tech stack includes SquarespaceTypekitHighchartsjQuery UIjQueryFancyBoxYouTubeTwitter.

What is Zevin Asset Management's email format?

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Zevin Asset Management's email format typically follows the pattern of . Find more Zevin Asset Management email formats with LeadIQ.

When was Zevin Asset Management founded?

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Zevin Asset Management was founded in 1997.
Zevin Asset Management

Zevin Asset Management

Financial ServicesMassachusetts, United States11-50 Employees

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. 

Section iconCompany Overview

Headquarters
2 Oliver St Suite 806 Boston, Massachusetts 02109 US
Phone number
Website
zevin.com
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconFunding & Financials

Section iconFunding & Financials

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