Press

March 2026Four Experts Talk Shareholder Activism

Welcome to the 2026 Proxy Voting season. As nomination windows begin to close and proxies are drafted, we checked in with some of Wall Street’s leading activism defense advisors about what to watch for this year. Here are their takeaways.

January 2026Proactive cyber preparedness

January 2026Sunset Over Proxy Firms?

The embattled proxy advisory firms have been facing ongoing political, regulatory and legal pressures in Washington, D.C. and the Lone Star state, and now they may be facing a new threat by the House of Morgan.

Yesterday, The Wall Street Journal reported that JPMorgan is ending its relationships with third-party proxy advisory firms ISS and Glass Lewis. Many huzzahs were heard across corporate America.

Instead of relying on ISS and Glass Lewis analysis (and perhaps voting), JPM's Asset and Wealth Management professionals will use a new proprietary AI tool, Proxy IQ, to help guide normal course votes at more than 3,000 shareholder meetings this season. The tool, The Deal reports, will only be used for voting on U.S. company proxies, and the rollout will be phased over the next two quarters.