Épisodes

  • How BlackRock, Vanguard and T. Rowe Price Voted for Director Elections in 1H2025 - September 18, 2025
    Sep 18 2025

    Review of how top investors voted for director elections in 1H2025.

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    5 min
  • 2025 Shareholder Proposal Review & 2026 Outlook - September 4, 2025
    Sep 4 2025

    Review of recent 2025 shareholder proposal trends and its impact on future filings.

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    6 min
  • How Top Investors Voted on Say-on-Pay in Q1 2025 - August 21, 2025
    Aug 21 2025

    An analysis of 2025 say-on-pay voting trends reveals sharp differences in support, with several high-profile proposals failing to pass. This episode unpacks the distinct criteria used to assess executive pay and offers insights to guide company engagement strategies.

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    5 min
  • Q2 2025 Investor Engagement Trends for Baillie Gifford, LGIM and Schroders - August 14, 2025
    Aug 14 2025

    Reviewing 2025 engagement trends from Q2 for Baillie Gifford, LGIM and Schroders

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    6 min
  • Overview of BlackRock's Latest Stewardship Priorities and Voting History - August 6, 2025
    Aug 6 2025

    ZMH discusses BlackRock's latest stewardship priorities and voting history from the 2025 Proxy season.

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    5 min
  • Anti-ESG Shareholder Proposals in 2025 - July 31, 2025
    Jul 31 2025

    Review of the 2025 proxy season's anti-ESG shareholder proposals and voting outcomes.

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    5 min
  • Shifting Investor Disclosures on Engagement - July 23, 2025
    Jul 23 2025

    On our latest Deep Dive podcast, we unpack what’s changing in investor disclosures and their potential impact on upcoming off-cycle engagement.

    Below are some key takeaways:

    Climate: More granular demands—such as SBTi-validated emissions targets and full Scope 1-3 disclosures.

    Social: An increasing focus on measurable results—employee satisfaction, pay equity, and board diversity

    Governance: ESG is now embedded—investors expect exec. comp and board expertise to reflect today’s biggest risks, from AI ethics to cyber.

    Regional trends: CSRD compliance is ramping up in Europe, North America is focusing on financial materiality, and Asia is catching up fast

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    6 min
  • Reorganizing of Stewardship Teams at T. Rowe Price and Vanguard - July 17, 2025
    Jul 17 2025

    Discussion of restructuring of stewardship teams at Vanguard and previously at T. Rowe Price

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    4 min