
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
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.
