AI-Powered ESG & Shareholder Engagement Strategist
ZMH Advisors is a technology-based shareholder and ESG advisory firm. We started with a simple idea: make ESG strategy and shareholder engagement more impactful, efficient, and effective using technology.
We achieve this by combining two decades of corporate governance and investor engagement expertise with AI-powered analytics to deliver customized solutions for clients ranging from pre-IPO to S&P 500 companies.
Let’s talk about how you can leverage AI and Big Data to build high impact ESG and shareholder engagement strategies for long term value creation.
Trusted By
ESG Advisory
- ESG Strategy
- Peer Benchmarking and Gap Analysis
- Materiality Assessment
- Policies & Disclosures (GRI, SASB, TCFD, UN SDGs)
- Climate Reporting (Scope 1, 2, 3)
- ESG Ratings and Improvement Roadmap
- ESG Report and Roadshow
Shareholder Engagement
- AI-Powered Engagement Dashboard
- Shareholder Engagement Strategy
- Curated insights on investors with $50 trillion of AUM
- +12 million N-PX Voting Records
- +2,000 Engagement Case Studies
- Smart Database of Shareholder Proposals, No-Action Letters, and Proxy Voting Guidelines
Shareholder Activism
- 300 High Profile Companies
- $150B Total Market Value of Campaigns
- Ranked No. 2 Global Financial Adviser (Activist) by Bloomberg for FY22
- Vulnerability Assessment
- Management Playbook
- Shareholder and ISS engagement strategies and prep
Our Value Proposition
- Assess level of ESG data across organization through web-based ESG Readiness tool
- Real time data for investor focused ESG strategy & communications
- Consensus ratings data for peer benchmarking and ratings improvement roadmap
- Investor priorities and industry-level engagement themes for shareholder engagement strategy
- Shareholder proposal preparedness suite complete with SEC No-Action letter database, proposal history and vote results
CURATED PROFILES ON INVESTORS WITH $50 TRILLION AUM
+2,500 ENGAGEMENT CASE STUDIES
SEARCHABLE LIBRARY OF PROXY VOTING GUIDELINES
LIST OF RECENT ENGAGEMENT QUESTIONS
+12 MILLION N-PX VOTE RECORDS WITH RATIONALE
DATABASE OF INVESTOR ENGAGEMENT WITH PEER COMPANIES
MODULES
- Engagement Priorities
- Key Discussion Questions
- Disclosure Expectations
- Team Bios
- Engagement and Proxy Voting Overview
- Links to Recent Stewardship Reports
- Proprietary list of issues and questions discussed by investors during recent engagements
- Based on ZMH’s client interactions with many of the largest passive and active investors (BlackRock, Vanguard, T.Rowe, Capital Group, Allianz, etc.)
- Access to digital version of proxy voting guidelines for global investors, ISS, and Glass Lewis
- Policies categorized for easy cross reference
- ‘Keyword Search’ function
- Downloadable PDF copies
- +10 million N-PX records
- Real-time data from investor websites (where available)
- Voting rationale for investors such as BlackRock
- Smart search feature: By Keyword, Proposal Type, Proponent, and Vote Cast
- Individual fund level records
- Over 1,500 Case Studies on how investors engaged with portfolio companies
- Details on key discussion topic, voting rationale and outcome (where applicable)
- Searchable by industry, ESG topic, and proponent
- Links to source documents
- Unique insights on how investors engagement with portfolio companies
- Engagement details for over 2,000 companies
- Ability to conduct peer and industry level analysis
- Searchable by Investor, Year, Sector and Theme (Environmental, Social or Governance)
- Engagement Priorities
- Key Discussion Questions
- Disclosure Expectations
- Team Bios
- Engagement and Proxy Voting Overview
- Links to Recent Stewardship Reports
- Real-time repository of SEC No-Action Letters
- Smart Search Feature: Search proposal text, request for no-action, and SEC staff response by keywords and themes
- Links to underlying proposal, request for no-action, and SEC’s response
MODULES
Module 1
Curated Investor Profiles
- Engagement Priorities
- Key Discussion Questions
- Disclosure Expectations
- Team Bios
- Engagement and Proxy Voting Overview
- Links to Recent Stewardship Reports
Module 2
Engagement Intelligence
- Proprietary list of issues and questions discussed by investors during recent engagements
- Based on ZMH's client interactions with many of the largest passive and active investors (BlackRock, Vanguard, T.Rowe, Capital Group, Allianz, etc.)
Module 3
Digital Library of Voting Policies
- Access to digital version of proxy voting guidelines for global investors, ISS, and Glass Lewis
- Policies categorized for easy cross reference
- 'Keyword Search' function
- Downloadable PDF copies
Module 4
Smart N-PX Records
- +10 million N-PX records
- Real-time data from investor websites (where available)
-
Smart search feature:
By Keyword, Proposal Type, Proponent, and Vote Cast - Individual fund level records
Module 5
Engagement Case Studies
- Over 1,500 Case Studies on how investors engaged with portfolio companies
- Details on key discussion topic, voting rationale and outcome (where applicable)
- Searchable by industry, ESG topic, and proponent
- Links to source documents
Module 6
Engagement Statistics
- Unique insights on how investors engagement with portfolio companies
- Engagement details for over 2,000 companies
- Ability to conduct peer and industry level analysis
- Searchable by Investor, Year, Sector and Theme (Environmental, Social or Governance)
Module 7
Shareholder Proposals
- Shareholder Proposals for S&P500 companies
-
Smart Search Feature:
Search by Proponent, Resolved Statement, Vote Result (Pass/Fail), and link to proxy statement - Proposal text searchable by ESG categories and keywords
Module 8
SEC No-Action Letters
- Real-time repository of SEC No-Action Letters
-
Smart Search Feature:
Search proposal text, request for no-action, and SEC staff response by keywords and themes - Links to underlying proposal, request for no-action, and SEC’s response
Media
Case Study
ESG Roundtable
The Deal Podcast
Clients Testimonials
“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.” Virginia “Ginny” Fogg, Former General Counsel, Norfolk Southern (NYSE: NSC)
“ZMH was able to outline with great accuracy
the top questions and priority topics that each
investor focused on during our engagements.”
– Head of IR, an S&P500 Company