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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


AUM  of Covered Investors


Case Studies


Voting Records


Companies with Engagement History

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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   

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Real-Time Investor Intelligence
Access Top 25 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. 

Consensus ESG Ratings  

Access consensus ratings (CSRHub), perform peer benchmarking, and track ESG rating coverage.   

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

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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)

Strategic Decisions
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At ZMH Advisors, we're committed to helping companies transform their shareholder engagement capabilities.

Our AI-powered dashboard is designed to give you a comprehensive view of your business's top shareholders, so you can make strategic, data-driven decisions that drive growth.

Contact us today to learn more.
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