tumelo

“That’s not the right peer group.” If you work in stewardship, you’ve probably heard that more than once. Before almost any engagement, there’s a debate: - The company presents one set of comparables - The external advisor suggests another - The investment team has their own view And suddenly… you’re arguing about the right benchmark, not the issue itself. And today it is really hard to bring the data together for a different benchmark. So who’s right? The reality is: there’s no single “correct” peer group — only the one that best reflects the question you’re trying to answer. That’s why we built peer comparison in ProxyBeacon to be fully flexible. Want to start from the company’s peers? You can. Prefer your own internal list? No problem. Need to tweak it? Add, remove, or rebuild in seconds. Then automatically generate a structured comparison report in minutes. No more debating the inputs, more time focusing on the decision.

Excited about the future of shareholder engagement? Our recent webinar replay is now available. Explore how our innovative partnership with tumelo is seamlessly offering pass‑through voting—empowering investors while streamlining processes for asset managers and brokers. Read more and view our recent webinar replay here: https://hubs.la/Q045BzgF0 #Innovation #Transparency #InvestorEngagement #PassThrough

🚀 New article out now on the future of AI in proxy research I’m excited to share my latest piece in the Harvard Law School Forum on Corporate Governance: “AI and the Future of Proxy Research: How New Tools Are Reshaping Stewardship Workflows.” 🌐📊 In this article, I explore how advances in AI are transforming one of the most operationally demanding functions in asset management — proxy research and voting. As proxy volumes rise and expectations around fiduciary accountability increase, traditional models are being reconsidered, and in-house AI-driven research is rapidly gaining traction. Key themes include: • Why the historical proxy research model is under pressure. • How AI can compress time from disclosure to defensible voting decisions. • The importance of accuracy, auditability, and governance-grade AI in real stewardship workflows... and what it actually takes to build a system that meets governance standards • What this shift means for stewardship teams and institutional investors in 2026 and beyond. With firms like J.P. Morgan moving to in-house AI platforms for proxy advice, we’re seeing this industry shift take shape in real time. Whether you’re in stewardship, governance, or institutional investing, I hope this adds insight to the evolving role of technology in investment decision-making. 👉 Read the full article here: https://lnkd.in/eHVY-cJu

Join BetaNXT and tumelo on Wednesday, January 28, 2026, at 11 a.m. ET for our exclusive webinar: “Future-proof your business: Why voting choice matters now.” We’ll explore how our new partnered solution helps your firm: ✅ Turn regulatory pressure into commercial advantage by using voting choice to differentiate in fee-compressed, values-driven markets. ✅ Retain assets and deepen investor loyalty through greater engagement and transparency. ✅ Reduce risk and stay prepared with a scalable, auditable process that reaches all beneficial owners.  11am EST, Wednesday, January 28, 2026 11 a.m. ➡️ Link in comments. #VoterChoice #PassThroughVoting #Shareholdervoting

In order to build ProxyBeacon, our AI proxy voting platform, we're learning from the experts. Pre-Christmas, Elly Irving dropped by the Tumelo offices for the day to give us a masterclass on how active managers think about stewardship. We want to make sure we're solving real, tangible problems for our clients. One of the core learnings was how managers are building out custom voting policies internally and with their service providers. This can be a long process, involving a lot of manual back and forth. In practice: - September = kick off - Sept/Jan = weekly calls, iterations, backtests - late Jan/Feb = policy locks - March onwards = go time Even for small policy tweaks it can be slow and expensive to understand how it will effect your voting, because current systems involve large amounts of manual work. The biggest product lesson for us: ✅ Make policy design self-serve  ✅ Make backtesting instant and automated  ✅ Make benchmarking simple If we can give stewardship teams a better operating system, they can spend more time on what matters: the votes and engagements that deserve human attention.

Extremely proud to be launching ProxyBeacon today. SEC Director of Investment Management Brian Daly recently said: “Imagine an AI agent that can review hundreds of proxy statements, assess them against your expressed values, and generate principled voting recommendations... This isn’t science fiction — it’s a near-term reality.” Except this is no longer near-term. It’s here now — and it’s what Tumelo is launching today: ProxyBeacon. ProxyBeacon is an AI platform for shareholder-voting research and recommendations, built to help stewardship teams aggregate and analyse issuer data, apply their own policy rules, and generate voting recommendations in-house, at scale. We built it because stewardship teams are under real pressure — more meetings, tighter deadlines, and higher expectations for transparency and accountability. The market is signalling this shift, too: just the other week, JP Morgan announced its own in-house AI solution, ProxyIQ, for proxy research and recommendations. Regulators recognise it as well. As Brian Daly also noted, "done right, AI can be a valuable tool that enhances—not replaces—human judgment, and that helps advisers better serve their clients." We think so, too. Huge credit to the Tumelo team for getting this live. Excited to see how stewardship continues to evolve. See more about ProxyBeacon here: https://lnkd.in/ehQnQW5u

Is your business ready to empower investor voice with #passthrough voting? Join our webinar to learn about what's happening with the industry around this differentiating solution. You'll hear from BetaNXT and tumelo leadership on how our partnership will help you manage risk, deepen investor loyalty, and uncover competitive advantage. Register today!

I’m incredibly proud of the team at tumelo in their support of Vanguard’s UK Investor Choice Pilot. I’m excited to see this pilot get underway!

🔥 Partnership news: Tumelo & BetaNXT to expand voting choice I'm very proud to say that we’re partnering with BetaNXT to bring pass-through voting (voting choice) to millions of retail investors. By integrating Tumelo’s ProxySphere technology with BetaNXT’s proxy and investor communications network, brokers, asset managers, and retirement plans can now offer voting choice across their entire retail base efficiently and securely. As my co-founder Will Goodwin puts it: “We’re on a mission to give every investor a voice, [and this partnership] will unlock shareholder power for millions — enabling people to fully personalise their investment products to best meet their objectives.” A huge thank you to the teams at both Tumelo and BetaNXT who have worked incredibly hard to bring this partnership to life. Read the full press release here: https://lnkd.in/dmqdBywi Fund managers looking to expand voting choice to even more investors? This is for you. Brokers looking to improve the experience of owning a piece of the market? Get in touch.