See Beyond the Vote.
Understand the Why Behind it
Gain an advantage with Vantage, an AI-powered
shareholder research platform built to help organizations navigate investor engagement.
Purpose-built by governance experts with decades of experience advising Boards of Directors, General Counsels, Corporate Secretaries, Investor Relations teams, and executive leadership, Vantage combines advanced technology with real-world market expertise to help organizations prepare for critical shareholder interactions.
Why Choose Vantage
Speed
Research that previously took days can now be done in minutes.
Accuracy
Up-to-date, reliable data sourced from new disclosures, filings, and voting data as soon as it becomes available. No waiting months for stewardship reports.
Efficiency
Built with governance and IR teams in mind, guaranteeing a more organized, streamlined approach to shareholder research.
Cost Savings
Reduce dependence on fragmented and expensive research platforms that provide only part of the picture.
What Makes Vantage Unique
$75T
AUM of Covered Investors
+200
Global Investors
25M
Voting Records and Rationale
300
Case Studies
Capabilities
Investor Research
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Detailed investor profiles and stewardship priorities
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Real-time ownership data and key contacts
Governance & Voting Analytics
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Comprehensive proxy voting guidelines and stewardship reports
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Governance benchmarking and peer comparison insights
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Shareholder proposal analytics and SEC No-Action Letters
Engagement Prep
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AI-powered analysis of voting guidelines, stewardship policies, and governance documents
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Visibility into investor interactions with peer companies and engagement topics
Engagement Intelligence
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Institutional case studies and historical engagement examples
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Shareholder engagement trends, priorities, and thematic analysis
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Proxy contest tracking and meeting outcomes
Who Uses Vantage
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
What our Customers Say
Former Head of Stewardship, State Street Investment Mgmt.
“Vantage transforms what used to take days into minutes—bringing together an unmatched breadth of ownership, voting, and governance data in one place. It doesn’t just aggregate information; it surfaces the signals that matter, giving governance professionals the speed, clarity, and insight needed to anticipate investor behavior and act with confidence on virtually any governance issue."
Former General Counsel,
S&P500 Company
“ZMH’s Vantage 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."
Corporate Governance
Advisor
“ZMH's Vantage platform consistently delivers valuable insights in a clear and efficient format. We value the thoughtful research and ease of use, and the platform has become a trusted resource of streamlined information for our team."
Strategic Decisions
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At ZMH, we're committed to helping companies transform their shareholder engagement capabilities.
Our AI-powered dashboard, Vantage, provides a comprehensive view of your top shareholders, enabling you to make strategic, data-driven decisions that drive growth.
Contact us today to learn more.