The stewardship value chain is under strain. Disclosures are inconsistent, signals are misaligned, and action is fragmented. The result? Missed opportunities, duplicated efforts, and growing mistrust between investors and companies.
Here’s where it breaks down:
Opaque information: disclosures are inconsistent, scattered, and hard to compare — making it difficult to see who’s doing what, let alone measure it.
Misaligned signals: asset owners can’t tell if their managers are aligned with long-term priorities. Companies can’t tell what investors actually want. Everyone is guessing.
Fragmented action: efforts are siloed, reactive, and hard to track. Votes get triaged. Engagements are duplicated. There's no shared strategic infrastructure.
Our platform covers $54 trillion in assets under management, with voting and engagement records from over 160 investors — covering more than 10,000 engagement cases.
What we do:
We collect and clean publicly and privately disclosed proxy voting and engagement data from over 160 institutional investors.
Why it matters:
Whether you're an asset owner, stewardship lead, or IR head, this gives you a structured view of how stewardship is practiced and how your actions are perceived by the market.
What we do:
We benchmark investors’ orientation on key topics using advanced statistics to distill signal from noise: revealing alignment gaps, policy outliers, and emerging points of escalation.
Why it matters:
Asset owners can assess manager alignment and spot inconsistencies. Stewardship teams can benchmark against peers and best-practice policies. And companies gain clarity on what investors actually expect to enable more strategic engagement.
What we do:
We provide smart workflow and collaboration tools for tracking and reporting on investor–company dialogues, while surfacing key insights into other investors’ priorities and actions.
Why it matters:
You save time, reduce duplication, and act more strategically using shared insights to strengthen your influence.
Our research and platform have been covered by respected media across finance and sustainability.
Uncover patterns in proxy voting to strengthen your stewardship approach and identify deeper misalignments with your asset managers.
Use smarter workflow tools and data-driven benchmarking to leverage limited resources, demonstrate leadership, and drive meaningful impact.
Understand how key investors are voting on every resolution to engage more effectively and communicate with confidence.