Addressing modern risks and serving modern investors requires modern tools. That’s where we come in.
First-of-its-kind structured database for navigating and crunching proxy documents.
Personalized voting directives tailored to fit the goals and values of your funds and investors.
Elegant platform for managing and reporting stewardship analysis and decisions.
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Who we serve
ASSET STEWARDSHIP TEAMS
Customize and scale voting directives for efficient reporting and execution.
PORTFOLIO MANAGERS
Attract and retain engaged investors with proxy personalization.
ADVISORS & ADVOCATES
Streamline research and package analysis with reliable structured data.
