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.
Latest Insights
Kingsdale Advisors Recognized as #1 Proxy Firm for Average Market Cap for Issuer Representation
Kingsdale Advisors was recognized as #1 proxy firm by Insightia for Average Market Cap for Issuer Representation.
Glass Lewis 2023 Policy Guidelines
Glass Lewis has released its 2023 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, 2023.
ISS 2022 Annual Global Benchmark Policy Survey
Institutional Shareholder Services Inc. (“ISS”) is seeking feedback from market participants on corporate governance issues and trends, with responses informing their main benchmark policy for 2023.
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.