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.
- 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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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.
When The Stakes Are Highest, Business Leaders Choose Kingsdale
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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.