Blog and news

What we are learning.

Articles on AI in proxy voting and stewardship, from the founders and the advisory board. Each one can be read here or downloaded as a PDF.

September 27, 2026

Evaluating AI-based proxy research quality

Nobody publishes a quality KPI for AI-based proxy research, and a backtest against actual votes is a proxy, not an answer key. We propose an evaluation framework scored against a human-built golden dataset, share first results and invite other providers to join.

By Alexander Kaltenböck and Nicolaas Koster
PDF
April 23, 2026

Volatility in AI Proxy Voting Is an Architecture Problem

Two reports on AI in proxy voting landed in April 2026, both with merit, both reaching conclusions we challenge. Volatility and press-release reliance are properties of naive prompting, not of AI applied inside a policy-first architecture.

By Alexander Kaltenböck and Nicolaas Koster
PDF
April 1, 2026

Proxy Season Is Coming. Are You Ready, or Already Behind?

By April, stewardship teams are in the tunnel. The constraint is not effort but timing: external research arrives weeks after the filing, so the most consequential decisions get made under the greatest time pressure.

By Alexander Kaltenböck and Nicolaas Koster
PDF
March 1, 2026

Building a Policy-First System for Proxy Voting and Governance Analysis

Proxy voting is one of the most structured ways shareholders exercise governance rights, yet applying a policy consistently across thousands of ballot items remains costly. The design choices that make AI-assisted voting traceable, consistent and auditable.

By Nicolaas Koster, Alexander Kaltenböck and Karla Bos
PDF