
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


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Podcast: Our EVP, Governance In Conversation With The Institute of Corporate Directors
Our EVP of Governance Advisory, Victor Li, joins ICD’s Rahul K. Bhardwaj on the "Be It Resolved" podcast to discuss J.P. Morgan’s shift from proxy advisors to proprietary AI. Leveraging decades of experience at Kingsdale and ISS, Victor analyzes if AI will displace industry giants and how directors must adapt their oversight.

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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.