Proxy Advisory Firms Are Here to Stay, but Their Role Is Changing

The proxy advisory landscape is evolving as investors adopt custom voting policies, AI-driven tools and new approaches to proxy voting. While firms such as ISS and Glass Lewis remain influential, understanding how individual investors use their recommendations is becoming increasingly important for boards.

In a new Agenda article, Sodali & Co’s Bill Dooley and Matthew Vahidi discuss what these changes mean for companies. Bill examines how the investor decision-making process is shifting, while Matt highlights the growing opportunity for boards to engage directly with shareholders, respond to investor concerns and more effectively communicate their own narrative.

Read the full article in Agenda.