In our newest episode of "The Deep Dive," we break down how BlackRock, Vanguard, and Wellington updated their 2026 proxy voting guidelines—highlighting the major shift from prescriptive mandates to principles-based frameworks and what these changes mean for your proxy season strategy.

In this episode of "The Deep Dive," we break down how SSGA, Vanguard, and BlackRock changed their engagement disclosures from 2024 to 2025 - highlighting where each firm increased or reduced transparency and what those shifts reveal about their evolving stewardship priorities.

On our latest ZMH Deep Dive Podcast, we examine the first wave of 2026 shareholder proposals where governance topics have clearly taken the lead.

Review of how top investors voted for director elections in 1H2025.

Review of recent 2025 shareholder proposal trends and its impact on future filings.

An analysis of 2025 say-on-pay voting trends reveals sharp differences in support, with several high-profile proposals failing to pass. This episode unpacks the distinct criteria used to assess executive pay and offers insights to guide company engagement strategies.

Reviewing 2025 engagement trends from Q2 for Baillie Gifford, LGIM and Schroders

ZMH discusses BlackRock's latest stewardship priorities and voting history from the 2025 Proxy season.

Review of the 2025 proxy season's anti-ESG shareholder proposals and voting outcomes.

On our latest Deep Dive podcast, we unpack what’s changing in investor disclosures and their potential impact on upcoming off-cycle engagement.

Below are some key takeaways:

Climate: More granular demands—such as SBTi-validated emissions targets and full Scope 1-3 disclosures.

Social: An increasing focus on measurable results—employee satisfaction, pay equity, and board diversity

Governance: ESG is now embedded—investors expect exec. comp and board expertise to reflect today’s biggest risks, from AI ethics to cyber.

Regional trends: CSRD compliance is ramping up in Europe, North America is focusing on financial materiality, and Asia is catching up fast