Solution introduction
AI stewardship assistant
Our AI-powered platform can generate proxy-voting research and recommendations for asset managers and asset owners in-house, faster and with confidence
Why we built ProxyBeacon
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
- Generate transparent, auditable voting recommendations
- Surface risks, exceptions and priorities earlier in the process
