Introduction

Shareholder voting requires balancing scale with judgment. As portfolios grow and proposals become more complex, stewardship teams need better tools to support consistent, well-documented decisions.

ProxyBeacon provides AI support for shareholder voting — helping teams analyse proposals, apply policies and form views more efficiently.

Supporting voting, not automating

ProxyBeacon does not cast votes. Instead, it supports:

• Research preparation

• Policy application

• Internal review and committee discussion

AI is used to enhance decision support, while voting authority remains with the investment team .