The Deep Dive Podcast | Podcast in RSS.com

The Deep Dive Podcast

The Deep Dive Podcast

di ZMH Advisors LLC

Stagione 2

Aligning Sustainability Reports With Investor Expectations

Most sustainability reports cost real time and real money — and most don't deliver the credibility or scores companies have earned. In this episode, ZMH breaks down what separates investor-grade disclosure from the kind investors skim and ratings agencies discount: the six structural elements high-performing reports share, the materiality assessment gap most companies ignore, and why your ESG scores often don't reflect your actual program.

Governance and AI Dominate 2026 Shareholder Proposals

In this episode, we dive into ZMH's 2026 Proxy Season YTD Shareholder Proposals Brief, unpacking the data behind 229 proposals filed across 154 companies — from the dominance of Corporate Governance proposals to the trends shaping this proxy season.

Stagione 2025

Q1 2025 Engagement Details for BlackRock, Vanguard and Schroders - July 9, 2025

Overview of how top investors engaged with public companies in Q1 2025.

Reorganizing of Stewardship Teams at T. Rowe Price and Vanguard - July 17, 2025

Discussion of restructuring of stewardship teams at Vanguard and previously at T. Rowe Price

Shifting Investor Disclosures on Engagement - July 23, 2025

On our latest Deep Dive podcast, we unpack what’s changing in investor disclosures and their potential impact on upcoming off-cycle engagement. Below are some key takeaways: Climate: More granular demands—such as SBTi-validated emissions targets and full Scope 1-3 disclosures. Social: An increasing focus on measurable results—employee satisfaction, pay equity, and board diversity Governance: ESG is now embedded—investors expect exec. comp and board expertise to reflect today’s biggest risks, from AI ethics to cyber. Regional trends: CSRD compliance is ramping up in Europe, North America is focusing on financial materiality, and Asia is catching up fast

Anti-ESG Shareholder Proposals in 2025 - July 31, 2025

Review of the 2025 proxy season's anti-ESG shareholder proposals and voting outcomes.

Overview of BlackRock's Latest Stewardship Priorities and Voting History - August 6, 2025

ZMH discusses BlackRock's latest stewardship priorities and voting history from the 2025 Proxy season.

Q2 2025 Investor Engagement Trends for Baillie Gifford, LGIM and Schroders - August 14, 2025

Reviewing 2025 engagement trends from Q2 for Baillie Gifford, LGIM and Schroders

How Top Investors Voted on Say-on-Pay in Q1 2025 - August 21, 2025

An analysis of 2025 say-on-pay voting trends reveals sharp differences in support, with several high-profile proposals failing to pass. This episode unpacks the distinct criteria used to assess executive pay and offers insights to guide company engagement strategies.

2025 Shareholder Proposal Review & 2026 Outlook - September 4, 2025

Review of recent 2025 shareholder proposal trends and its impact on future filings.

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