Shareholder
Engagement Reimagined
ZMH's industry-leading Dashboard is a 'single-platform' solution providing unprecedented access to investor perspectives and Environmental, Social, and Governance (ESG) priorities while making engagement preparation effortless.
The Dashboard was purpose-built by industry experts with over two decades of experience advising Boards of Directors, corporate secretaries, C-suite executives, and Investor Relations professionals on how to engage with investors effectively.
Experience how data-driven insights can revolutionize your investor engagement program.
What Makes the Dashboard Unique
$70T
AUM of Covered Investors
3,000
Case Studies
15M
Voting Records
2,000
Companies with Engagement History
Clients We Serve
Investor Relations
Insights for investor roadshows, proxy season and off-cycle engagements
General Counsel
Access to shareholder proposals, SEC No-Action Letters, and Voting History
Executive Team and the Board
Curated Board ready investor profiles, list of engagement questions
Corporate Advisors
Full suite of data and analytics for advising corporate clients
Capabilities
Real-Time Investor Intelligence
Access real-time ownership data with contact details for stewardship teams.
Actionable Investor Profiles
Gain Invaluable insights into investor priorities and stewardship team agendas.
Insights into Peers' Investor Engagement
See how investors interacted with peers to better position IR for shareholder engagement.
Instant Access to Voting Guidelines
Save hours of research time by accessing a digital library of proxy voting guidelines.
Visibility into Shareholder Voting History
See how investors voted to better predict outcome for your next shareholder meeting.
Exec. Compensation & Gov. Case Studies
Access curated case studies on executive compensation and governance issues.
Shareholder Proposals & No-Action Letters
Browse proponent priorities, SEC No Action Letters and rationale for proposal withdrawals for S&P500.
Investor Engagement Questions
See proprietary list of investor questions and industry-specific engagement themes.
Trusted By
What Experts Say
"The ZMH Dashboard could be of immeasurable help in planning investor engagement programs. It provides easy access to a database of investor priorities, key questions to expect, voting policies, voting history, and engagement intelligence. It offers everything you need to prepare for investor engagements.
Most importantly, it significantly reduces the time and effort required to gather information for the executive team. And ensures that the executive team is well prepared for investor engagement.”
Virginia "Ginny" Fogg, Former General Counsel, Norfolk Southern (NYSE: NSC)