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The Proxy Pivot: Glass Lewis and ISS Reframe Their Role

Proxy advisors are undergoing a structural transformation, Glass Lewis and ISS are shifting from standardized recommendations to customizable, data-driven platforms. Kingsdale has long anticipated this pivot, with an advisory model built on investor segmentation and tailored engagement.

Key takeaways:

  • Glass Lewis to sunset its house policy by 2027, offering four AI-informed research lenses.

  • ISS introduces GOV360 and Custom Lens, signaling a shift toward data-only proxy infrastructure.

  • Regulatory pressure intensifies: Texas SB 2337 and H.R. 4098 challenge proxy advisor influence.

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