At this year’s SHARE Investor Summit on April 8th, 2026, Kingsdale’s President Aaron Boles contributed to a timely and thoughtful discussion on the growing use of AI in investment stewardship. As adoption accelerates, the conversation highlighted both the opportunities AI presents and the importance of carefully managing associated risks.
Aaron emphasized the role boards must play in asking the right questions as governance frameworks evolve alongside new technologies. From practical applications in portfolio management to broader implications for accountability and oversight, the session underscored the need for a balanced and informed approach.
Latest Insights
ISS Releases Changes to 2022 Benchmark Policy
On December 7, 2021, Institutional Shareholder Services Inc. (“ISS”) published its Benchmark Policy Changes for multiple countries in the Americas, including Canada. This publication of the final policy for 2022 comes more than a month after ISS released its proposed updates for comment on November 4.
Glass Lewis 2022 Policy Guidelines
Glass, Lewis & Co. has released its 2022 Policy Guidelines for the Canadian market as part of its annual proxy voting policy update process. These guidelines will be effective for shareholder meetings held on or after January 1, 2022.
Governance Advisory Update: ISS Publishes Results from Recent Policy Surveys
On October 1, Institutional Shareholder Services (“ISS”) published the results of two global policy surveys it conducted with market participants as part of its annual policy development process.
When The Stakes Are Highest, Business Leaders Choose Kingsdale
Subscribe to Our Newsletter
* Source: Bloomberg Global Shareholder Activism League Tables FY2025 and LSEG Global Shareholder Activism Review FY2025.
#2025 and 2026 indicate proxy seasons: July 2024 to June 2026.