Our AI-powered platform can generate proxy-voting research and recommendations for asset managers and asset owners in-house, faster and with confidence.
Complex votes. Tighter deadlines. No room for doubt
Stewardship teams are under increasing pressure to analyse more meetings, apply nuanced voting policies, and make defensible decisions under tighter deadlines. At the same time, expectations for transparency are rising, with firms expected to show that voting decisions reflect their own policies and fiduciary responsibilities.
ProxyBeacon was built for this shift. It leverages AI to support modern proxy research and voting workflows in-house and at scale, enabling stewardship teams to:
Aggregate and analyse issuer data
Apply custom stewardship policies consistently across all meetings
Create your own voting and stewardship policies internally
Save hours per meeting cycle. Define your own criteria and flags — and receive customised reports within 24 hours of meetings being announced.
Generate reports on specific topics like:
Board quality and independence
Executive remuneration outcomes
Shareholder proposals
Audit, risk and governance flags
Reports are fully sourced, with clear links back to the underlying disclosures.
Keep track of priorities with minimum effort
No more manual scanning. Flag your key governance thresholds and get notified when they're triggered.
For example, you can create flags like:
"Alert me if director overboarding exceeds our threshold"
"Flag any pay plan with excessive discretion"
"Notify me if targets aren't tied to measurable progress"
ProxyBeacon monitors disclosures and notifies you immediately when your questions are met.
Bring your custom proxy research in-house
Take full control of your voting decisions. ProxyBeacon lets you define your own custom voting policies, generate voting recommendations based on those rules, and backtest them for accuracy and effectiveness.
Maintain and update policies with ease:
Define rules intuitively using natural language
Apply flexible policies by market, sector or theme
Update rules yourself, quickly and easily
Use ProxyBeacon independently, or alongside existing third-party policy recommendations
Easy peer comparison
Produce peer-comparison reports at pace, allowing you more time to prepare for engagements. Reports are fully sourced with links to give clear evidence for engagement or vote decisions.
You can:
Self-deine peer groups
Compare CEO pay vs TSR across peer groups
Define report templates with flags that highlight differences between companies
Leverage your own data
Extend ProxyBeacon's AI capabilities to reflect even more nuance.
To generate truly custom research and decisions, add your own:
