Investor Engagement Dashboard

Is your engagement program stuck in the past? Are you leveraging data-analytics and artificial intelligence (AI) to gain real time insight into what matters most to investors? At ZMH Advisors, we empower clients with actionable data that ensures meaningful investor engagement. 

Data-driven ESG Roadshows


Is your engagement program stuck in the past? Are you leveraging data-analytics and artificial intelligence (AI) to gain real time insight into what matters most to investors? At ZMH Advisors, we empower clients with actionable data that ensures meaningful investor engagement.

AI + Data Analytics + Expertise 

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Investor Insights

  • Curated Board-ready Profiles for Investors with $50T AUM 
  • 12 million N-PX Voting Records
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Case Studies

  • +1,000 Engagement Case Studies 
  • Digital Library of Proxy Voting Guidelines 
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ESG Expertise 

  • Team of ESG Experts from IBM, ExxonMobil, Visa, IKEA, ISS, and Morgan Stanley

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Benefits of Data-Driven Approach

  • 24/7 access to data on investors' engagement priorities  
  • Cheat sheet of questions to expect based on investors' engagement history, voting history, and stewardship reporting
  • Analytical data on how investors incorporate ESG into buy/sell decisions 
  • Customized responses to investor queries and concerns

Maximize Return on Time Invested 

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Eliminate Surprise from ESG Engagements 

Interested in Learning More?  

Schedule A Demo

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