Proxy voting, engagement and escalation.
Sovereign wealth funds deploy stewardship frameworks to monitor and influence portfolio company performance. Active ownership practices, collaborative engagement, and transparent reporting define institutional accountability.
Endowments deploy stewardship to safeguard perpetual portfolios through active ownership, governance engagement, and collaborative risk management. Learn how leading institutions structure stewardship programs.
Stewardship codes establish binding and voluntary standards for institutional asset owners to demonstrate responsible capital allocation. Requirements vary significantly by region, from the UK's mandatory framework to Japan's principles-based approach.
Shareholder resolutions are the primary mechanism through which long-term institutional investors exercise stewardship. We explain mechanics, voting thresholds, and real-world outcomes affecting capital allocation.
Institutional investors face a strategic choice: engage with portfolio companies to drive change, or divest and reallocate capital. The evidence suggests most asset owners pursue engagement as the primary lever, with divestment as a secondary tool.
Proxy voting enables institutional investors to exercise shareholder rights remotely. Understanding voting mechanisms, advisor recommendations, and stewardship obligations is critical for CIOs managing fiduciary governance.
ISS and Glass Lewis dominate proxy advisory services for institutional investors. This analysis compares their market position, governance frameworks, and material influence on shareholder voting outcomes.
Engagement only changes behaviour when there is a credible next step behind it. Here is the ladder.
Selling feels decisive. For an owner that holds the whole market, it is often the least powerful thing it can do.
The proxy advisors are stepping back from one-size-fits-all guidance. The vote, and the responsibility, return to the owner.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
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