Tumelo empowers asset managers to bring AI proxy research in-house

Tumelo today announces the launch of ProxyBeacon, an AI platform for shareholder-voting research and recommendations. Built for asset managers and asset owners, ProxyBeacon enables stewardship teams to aggregate and analyse issuer data, create their own custom policies, and generate transparent, auditable voting recommendations in-house, at scale.

Developed in 2025, ProxyBeacon will be used this proxy season by a number of large asset managers and owners looking to double down on internal stewardship capabilities.

Why we've developed this product

Over the past few years, stewardship teams have faced growing pressure. Meeting volumes continue to rise, voting deadlines are getting tighter, and expectations around transparency, auditability and fiduciary accountability are increasing — yet so much of the underlying research process is still manual.

"Teams told us they needed to move faster, but not at the expense of rigour. They wanted to bring more of the research and decision-making process in-house, while retaining clear oversight of how recommendations are formed and why," said Will Goodwin, Co-Founder of Tumelo. "ProxyBeacon was built in response to that; it helps teams focus on what matters, while keeping full control and transparency over every output."

 By embedding AI directly into internal stewardship workflows, ProxyBeacon enables teams to generate their own instant, defensible research that reflects their distinct policies and priorities. This allows stewardship teams to form a view sooner, engage companies earlier, and avoid the pressure of last-minute decisions.

An in-house AI platform built for real stewardship workflows

ProxyBeacon operates entirely in-house, speeding up stewardship teams. Those teams define what matters to them and have research generated automatically, including:

• Custom research reports
  Teams can create and edit their own report templates within the platform, covering topics such as board quality, executive remuneration, shareholder proposals, and audit or governance risks. Reports update automatically when new meetings are announced.

• Governance flags
  Users can set alerts in plain English — for example, flagging excessive director overboarding or pay plans with high levels of discretion — removing the need for manual scanning across filings.

• Incorporate your own data
  ProxyBeacon can incorporate internal research, engagement notes, third-party datasets and proprietary scoring frameworks, ensuring outputs reflect the full context of how teams evaluate companies.

• Transparency you can defend
  Every insight is traceable, showing the source document, extracted data and resulting conclusion — supporting internal review, audit and committee discussions.

Speed and customisation, all in-house

By delivering research and alerts the same day a meeting is announced, ProxyBeacon helps teams:

• Quickly triage meetings and prioritise exceptions, reducing last-minute pressure

• Be notified of meeting results being available and whether certain support levels have been breached

• Auto-populate engagement and escalation templates, saving hours of work per issuer

“ProxyBeacon is speeding up stewardship teams — without sacrificing depth or rigour,” added Georgia Stewart, CEO of Tumelo. “It modernises research workflows in a way that’s practical, transparent and aligned with how stewardship is evolving.”