Zevin Asset Management

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Zevin Asset Management

Please see additional important disclosures on our website: https://www.zevin.com

Building socially responsible investment portfolios that help create a healthy planet and a just society.

*Posts on this page should not be construed as investment advice.

08/24/2026

As AI moves from simple chat prompts to reasoning models and autonomous agents, the computing work behind each task can rise sharply and so can the cost. Bigger jobs. Bigger bills.

At the same time, competition is pushing the industry toward a new frontier: not just what an AI model can do, but how efficiently and cheaply it can do it.

We think price competition in tokens is building, and the effects will hit some players much harder than others. In our latest Our Stance, Senior Equity Analyst Richard Shih, CFA, looks at the emerging token economy and what we're watching as investors.

Read the full article: https://bit.ly/4hSkJo2

08/20/2026

International student enrollment in the U.S. was down 20% since last academic year.

When talent moves, capital usually follows. It's one of the first places to watch when confidence shifts. The question for investors: Is this temporary or a sign that the U.S. is losing its edge as a destination for talent and capital?

This is a pattern we're tracking. The full picture, what it signals and what comes next, is in our latest investment update.

https://www.zevin.com/news-views/sell-america-buy-the-dips-investment-outlook

08/17/2026

Two years of shareholder engagement, captured in our 2026 Impact Report Summary.

See where we pushed. Where work continues. Where we faced headwinds.

https://www.zevin.com/news-views/impact-report-2026

08/13/2026

“No investment is neutral.”

On Beyond the Bottom Line podcast with Beth Liebman, Zevin’s President Sonia Kowal breaks down why this matters: where your capital goes, and who manages it, has real-world impact.

From wage-profit disconnect to the diversity gap in fund management, hear how shareholder voice can move the needle.

https://bit.ly/4qfmEoF

08/07/2026

Your dollar is buying less. Foreign investment in U.S. assets is slowing down. The dollar is weakening. What you pay for imports is rising.

Whether this continues depends on investor confidence in U.S. stability. That's the question we're tracking for your portfolio.

Our latest investment update maps the pattern.

Read the full report:
https://www.zevin.com/news-views/sell-america-buy-the-dips-investment-outlook

08/04/2026

If allies stop believing you're reliable, capital follows.

This spring, Canada announced its sourcing submarines from Germany instead of the U.S. It's only one data point in a broader question investors are asking: How reliably can foreign capital count on U.S. policy continuity?

That question matters. Should institutional investors lose confidence in a partner's consistency, capital flows can shift. Borrowing costs rise. Stock prices fall. None of this is automatic, but the stakes are real.

We just published a deeper analysis on what "selling America" might mean, both for portfolios and for the broader economy. Here's what we're tracking.

https://www.zevin.com/news-views/sell-america-buy-the-dips-investment-outlook

07/21/2026

The narrative says ESG is losing, but the data says something more interesting.

In the 2026 proxy season, anti-ESG shareholder proposals - asking companies to remove diversity criteria, audit charitable giving, and roll back climate commitments - averaged just 1.7% shareholder support. Pro-ESG proposals averaged 13.3%.

This suggests that the movement isn't in retreat; it’s being tested by a high volume of new proposals that aren't gaining traction with institutional investors.

While the volume of these proposals reached the ballot in force this year, investors chose to stay the course by a margin of roughly 8 to 1.

Active ownership is not dead. The noise may be increasing, but the voting results tell the real story.

Source: Mayer Brown LLP / Harvard Law School Corporate Governance Forum, June 2026 — confirmed by ISS Corporate, July 2026.

07/09/2026

Save the date: July 15th — Proxy Preview Review 2026

Proxy Preview is the leading resource for understanding the social and environmental issues driving shareholder resolutions - covering climate change, human rights, fair labor, racial justice, AI, biodiversity, and sustainable governance, among others. This year's panel will explore new SEC guidance, the shifting political landscape's impact on shareholder-company relationships, and vote outcomes.

Marcela Pinilla, our Director of Sustainable Investing, will be joining this year's Proxy Preview Review to unpack how AI-related shareholder proposals fared this proxy season. As AI governance moves from a niche topic to a mainstream investor concern, this is a timely look at where shareholder engagement is gaining traction, and where it isn't.

Zevin has been active in this space this year, including our AI governance proposal at Alphabet. Join us for a closer look at the results:
https://us06web.zoom.us/webinar/register/WN_iPqlj2JVQrygXKDrb8ar9g #/registration

07/08/2026

Supply-chain disruptions have once again become a major driver of global inflation as shipping activity through the Strait of Hormuz has again run aground.

The number of cargo vessels travelling through this critical waterway collapsed in early March following Iran's blockade. Despite a modest recovery during peace talks, cargo traffic never returned to pre-conflict levels. With hostilities escalating again and President Trump declaring the ceasefire over, shipping activity is likely to deteriorate further.

The economic consequences are significant. Disrupted trade flows have pushed energy and other prices higher, reigniting inflationary pressures worldwide. Until a durable peace agreement is reached and shipping normalizes, expectations that inflation will quickly return to central bank targets appear increasingly optimistic.

07/07/2026

It is with heavy hearts but profound gratitude that we share the news of the passing of our founder, mentor, and friend, Robert Zevin.

Robert was not just a brilliant economist and investment manager. He was a visionary who fundamentally reshaped the financial world. Long before "ESG" became a mainstream acronym, Robert challenged Wall Street by operating on a deeply held conviction: that capital could, and must, be used as a tool for social justice, human rights, and environmental stewardship.

A true pioneer of Socially Responsible Investing (SRI), Robert’s career spanned over five decades, proving that financial security and progressive values could coexist.

When he founded Zevin Asset Management, he built a sanctuary for investors who wanted their portfolios to reflect a vision for a more equitable world.
While we mourn the loss of a giant in our field, Robert’s vision remains the bedrock of everything we do. He intentionally built this firm to endure, cultivating a team that shares his intellectual rigor and unwavering commitment to economic equality, racial justice, and corporate accountability.

We extend our deepest condolences to Robert’s family, friends, and the many lives he touched across the progressive movement. We are profoundly honored to carry his legacy forward.

Read our full memorial statement on our website: https://www.zevin.com/news-views/robert-zevin

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2 Oliver Street, Suite 806
Boston, MA
02109

Telephone

+18775134995

Website

http://www.zevin.com/

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