▼
▼
Business Excellence
We combine proprietary AI-driven investor intelligence with deep expertise in ESG and corporate governance - delivering actionable insights, simplifying complexity, and strengthening shareholder trust.
Through tailored advisory services and real-time data, ZMH helps companies turn shareholder engagement and ESG reporting challenges into strategic advantage.
Simplify
complexity, empowering your teams to focus on high-impact outcomes.
Provide
comprehensive ESG and shareholder engagement under one umbrella.
Deliver
near real-time intelligence covering investors with over $75 Trillion AUM.
Partner
with you via veteran advisors with decades of corporate expertise.
Working With the Best Clients
.png)
.png)
.png)
.png)
.png)
.png)
Why Investor Intelligence Matters
By harnessing the power of AI and Big Data, ZMH's AI-powered Shareholder Engagement Dashboard consolidates real-time investor insights, voting behavior, and engagement history — empowering companies to engage smarter, faster, and with greater precision.
Purpose-built by industry experts with over two decades of experience advising Boards of Directors, Corporate Secretaries, C-suite executives, and Investor Relations professionals, we offer unprecedented access to investor priorities and engagement strategies.
Strategic Solutions
We help companies navigate ESG disclosures and shareholder engagement with precision — grounded in research, shaped by strategy, and informed by real-time investor insights.
From reporting and benchmarking to investor roadshows and voting prep, we deliver clarity and action where it matters most. Below are some of our top service offerings our clients have come to rely on.
ESG Advisory Build for a New Era of Governance
We help companies develop, evolve, and share ESG strategies tailored to stakeholders, industries, and missions — using data-driven insights and expert advisory.
ESG Strategy
Peer benchmarking, gap analysis, ESG materiality assessment and KPIs
Climate Reporting
Greenhouse gas emissions (Scope 1, 2 & 3) and carbon neutrality goal setting
ESG Reporting
Policy drafting, reporting and website disclosure
Frameworks & Standards
GRI, SASB, TCFD, and UN SDGs alignment
ESG Ratings
Ratings overview, improvement planning and data verification
ESG Roadshow
Investor overview & analysis, outreach planning, messaging and executive coaching
Transform Shareholder Engagement with AI-Powered Insights
We help clients build positive relationships with investors, navigate proxy season, and strengthen governance strategy — all powered by our industry-leading investor intelligence.
Bespoke Investor Profiles
Deep insight into voting trends, policy guidelines and engagement priorities
Tailored Messaging & Outreach
Shareholder-specific communications for proxy season and off-cycle engagement
Executive Prep
C-suite and BoD preparation build upon detailed investor intelligence
Testimonials
Virginia "Ginny" Fogg, Former General Counsel, Norfolk Southern (NYSE: NSC)
"ZMH's Investor Engagement Dashboard could be of immeasurable help in planning regular and special investor engagement programs. It provides easy access to a database of investor priorities, key questions to expect, voting policies, voting history, and engagement intelligence. It offers everything you need to prepare for investor engagements.
Most importantly, it significantly reduces the time and effort required to gather information for the executive team. And ensures that the executive team is well prepared for investor engagement."
Head of IR, an S&P 500 Company
"ZMH was able to outline with great accuracy the top questions and priority topics that each investor focused on during our engagements."
Managing Director, Water Tower Research
"We have worked with ZMH for the past year, their Dashboard along with their ESG Advisory capabilities provides one of the most comprehensive offerings I have seen available currently in the market. It has really helped us provide our clients with a more tailored investor engagement program."
