The bank is launching an in-house, AI-powered tool called Proxy IQ to support its shareholder voting decisions, leaving human proxy advisors behind.
JPMorgan is cutting off proxy advisory firms and doing it without delay. The bank’s asset-management arm confirmed on Wednesday it has ended all ties with external proxy advisers, effective ...
As reported by the Wall Street Journal, the White House is considering executive actions that would restrict the influence of proxy advisory firms and index-fund managers. According to the Wall Street ...
On December 11, 2025, President Trump issued Executive Order 14366, “Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors” (the “Executive Order”), signaling a ...
Richard Todd is CEO and co-founder of Innovest Portfolio Solutions, which provides investment consulting services to faith-based organizations. Proxy voting is a key responsibility of all fiduciaries.