Tumelo in Harvard blog: AI and the future of proxy research

Leveraging AI to support proxy research is enabling stewardship teams to produce customised, objective analysis faster than ever before.

With several major asset managers and owners rolling out in-house platforms this proxy season, our co-founder Will Goodwin explores how this shift is playing out in practice in a new article published by the Harvard Law School Forum on Corporate Governance — one of the most widely read publications in the stewardship community.

The article, “AI and the Future of Proxy Research: How New Tools Are Reshaping Stewardship Workflows,” examines:
• how AI can be used to generate proxy research and rule outputs
• why these approaches can produce faster and more consistent analysis
• what it actually takes to build AI systems that meet stewardship and governance standards

The piece draws on our experience developing ProxyBeacon, Tumelo’s AI platform for proxy research, and what we are seeing as asset managers and owners begin to bring more of their stewardship infrastructure in-house.

Read the full article here