
Victor Li, our EVP of Governance Advisory, recently joined Rahul K. Bhardwaj, President and CEO of the Institute of Corporate Directors (ICD), on the "Be It Resolved" podcast. They sat down to discuss a major move by J.P. Morgan: their decision to step away from traditional proxy advisory firms in favor of their own AI platform.
How do corporate directors navigate this new era of oversight? Are ISS and Glass Lewis the next victims of AI? Victor draws on more than twenty years of experience at both Kingsdale and ISS to break down what this shift actually means for the industry.
This is a significant change in how voting is handled, moving away from outside recommendations toward in-house, tech-driven stewardship. As other large asset managers watch from the sidelines, it raises a big question: does AI-driven voting actually make things more transparent, or does it just make it harder for boards to know how their investors are thinking?
The conversation pulls back the curtain on some really interesting insights.
Listen here


Latest Insights
In the Globe and Mail: "Average Investors Poised to Become Dissidents as Companies Face Volatile Markets"
Our CEO, Ian Robertson, spoke with the Globe about the latest strategies for engaging with shareholders and announced the launch of our new mobile app, enabling individual investors to conveniently submit their ballots using their smartphones.
Glass Lewis 2024 Proxy Voting Policy Guidelines
On November 16, Glass Lewis released its 2024 Benchmark Policy Guidelines. These guidelines will take effect for shareholder meetings scheduled on or after January 1, 2024.
Glass Lewis Publishes Results of Client Policy Survey 2023
On November 9, Glass Lewis released the results of its inaugural Client Policy Survey that it conducted in summer with market participants to inform its annual benchmark voting policy guidelines update.

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* 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.
