Insights

Vanguard Proxy Voting Overview
Vanguard is one of the largest investment management firms in the world. In 2021, Vanguard’s Investment Stewardship team engaged with...
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Fidelity International Sustainable Investing Report 2022
Fidelity International is an asset management firm with $812.8 billion in assets under management and administration. In July 2022,...
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State Street Global Advisors Q1 2022 Asset Stewardship Activity Report
State Street Global Advisors (SSGA) is an investment management firm with $3.48 trillion in assets (June 30, 2022). SSGA published...
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Neuberger Berman Engagement Summary and Proxy Voting Overview
Neuberger Berman (NB) is an asset management company with $460 billion AUM (December 31, 2021). NB voted on 46,470 management proposals...
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BlackRock Investment Stewardship 2022 Voting Spotlight
BlackRock Investment Stewardship (BIS), which manages more than $10 trillion AUM (2021), published its ‘2022 Voting Spotlight’ report...
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Morgan Stanley Investment Management Spring 2022 Engagement Report
Morgan Stanley Investment Management (MSIM) which manages over USD 1.4 trillion AUM (March 31, 2022) published its semi-annual report...
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BNY Mellon Investor and Issuer Survey
Investors and issuers are increasingly focused on Environmental, Social, and Governance (ESG) related disclosures and engagements....
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Spotlight: EU Taxonomy
The EU Taxonomy is a regulatory framework that identifies which economic activities can (and cannot) be termed “sustainable.” It facilitates...
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Investor Perspectives: ESG Integration Frameworks
The UN Principles of Responsible Investment define ESG integration as “the explicit and systematic inclusion of ESG issues in investment...
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Goldman Sachs Asset Management
Goldman Sachs Asset Management (GSAM) is a leading asset manager, with USD 2.5 trillion assets under management (2021). In 2021, GSAM...
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Wellington Management Stewardship Priorities
Wellington Management (WM) is an investment management organization with over USD 1.4 trillion AUM (December 31, 2021). WM voted at...
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Capital Group ESG Global Study 2022
Capital Group is one of the world’s largest investment managers with USD 2.6 trillion in assets (December 31, 2021). Capital...
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J.P. Morgan Asset Management 2021 Investment Stewardship Report
J.P. Morgan Asset Management (JPAM) oversees more than USD 2.65 trillion in client assets under management globally (December 31, 2021)....
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T. Rowe Price 2021 ESG Investing Annual Report
T. Rowe Price manages around USD 1.68 Trillion in assets for their clients, with an investment focus on industrials, financials, consumer...
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A Data-Driven Analysis of How BlackRock’s
In 1988, Larry Fink co-founded BlackRock – currently the world’s largest asset manager. The firm has over $10 trillion in assets under...
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ISS Proxy Voting Guidelines
ISS (Institutional Shareholder Services) is the world’s leading provider of corporate governance and responsible investment solutions....
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Investor Perspective: ESG Disclosure Frameworks
Investors increasingly recognize ESG as a way to better assess investment risk and opportunity. This means that portfolio companies...
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State Street Global Advisors 2022 Proxy Voting Agenda
In 2022, State Street Global Advisors (SSGA) will support the acceleration of the systemic transformations underway in climate change...
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Vanguard 2021 Proxy Season Report
In 2021, Vanguard voted on over 130,000 proposals and engaged with 700+ companies.
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ZMH GS Investor Update
An Update by Goldman Sachs on Increased Ethnic And Gender Diversity Expectations.
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Neuberger Berman 2021
Voting Positions and Engagement Trends.
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Impact of ESG Disclosure
A case study on engagement disclosure by Aberdeen Standard Investments, where they chose NOT to invest in a company due to ESG concerns.
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ZMH Investor Update
Key Takeaways from Fidelity’s Sustainability Index Funds Report.
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Press release

ZMH Advised Outerbridge Capital Management
ZMH Advised Outerbridge Capital Management for Board Representation at Comtech Telecommunications Corp. Reston, Virginia – ZMH...
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ZMH Advisors Bloomberg ranking
ZMH Advisors Ranked No. 2 Global Financial Adviser (Activist) by Bloomberg for the Second Consecutive Year in FY21 January 5, 2022....
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ZMH Advised AB Value Management LLC.
ZMH Advised AB Value Management LLC. Since launching ZMH last year, our team has built an impressive track record in activist campaigns....
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