Q3 2022 Summary Investor Insights
Insights
Vanguard is one of the largest investment management firms in the world. In 2021, Vanguard’s Investment Stewardship team engaged with...
Fidelity International is an asset management firm with $812.8 billion in assets under management and administration. In July 2022,...
State Street Global Advisors (SSGA) is an investment management firm with $3.48 trillion in assets (June 30, 2022). SSGA published...
Neuberger Berman (NB) is an asset management company with $460 billion AUM (December 31, 2021). NB voted on 46,470 management proposals...
BlackRock Investment Stewardship (BIS), which manages more than $10 trillion AUM (2021), published its ‘2022 Voting Spotlight’ report...
Morgan Stanley Investment Management (MSIM) which manages over USD 1.4 trillion AUM (March 31, 2022) published its semi-annual report...
Investors and issuers are increasingly focused on Environmental, Social, and Governance (ESG) related disclosures and engagements....
The EU Taxonomy is a regulatory framework that identifies which economic activities can (and cannot) be termed “sustainable.” It facilitates...
The UN Principles of Responsible Investment define ESG integration as “the explicit and systematic inclusion of ESG issues in investment...
Goldman Sachs Asset Management (GSAM) is a leading asset manager, with USD 2.5 trillion assets under management (2021). In 2021, GSAM...
Wellington Management (WM) is an investment management organization with over USD 1.4 trillion AUM (December 31, 2021). WM voted at...
Capital Group is one of the world’s largest investment managers with USD 2.6 trillion in assets (December 31, 2021). Capital...
J.P. Morgan Asset Management (JPAM) oversees more than USD 2.65 trillion in client assets under management globally (December 31, 2021)....
T. Rowe Price manages around USD 1.68 Trillion in assets for their clients, with an investment focus on industrials, financials, consumer...
In 1988, Larry Fink co-founded BlackRock – currently the world’s largest asset manager. The firm has over $10 trillion in assets under...
ISS (Institutional Shareholder Services) is the world’s leading provider of corporate governance and responsible investment solutions....
Investors increasingly recognize ESG as a way to better assess investment risk and opportunity. This means that portfolio companies...
In 2022, State Street Global Advisors (SSGA) will support the acceleration of the systemic transformations underway in climate change...
In 2021, Vanguard voted on over 130,000 proposals and engaged with 700+ companies.
An Update by Goldman Sachs on Increased Ethnic And Gender Diversity Expectations.
Voting Positions and Engagement Trends.
A case study on engagement disclosure by Aberdeen Standard Investments, where they chose NOT to invest in a company due to ESG concerns.
Key Takeaways from Fidelity’s Sustainability Index Funds Report.
Press release
ZMH Advised Outerbridge Capital Management for Board Representation at Comtech Telecommunications Corp. Reston, Virginia – ZMH...
ZMH Advisors Ranked No. 2 Global Financial Adviser (Activist) by Bloomberg for the Second Consecutive Year in FY21 January 5, 2022....
ZMH Advised AB Value Management LLC. Since launching ZMH last year, our team has built an impressive track record in activist campaigns....