Zenvest Intelligence

Governance Moves Before
They Escalate

Governance intelligence compiled with AI assistance and reviewed by experienced practitioners before release.

  • From a single holding to a full institutional portfolio Choose the level of intelligence that matches your position and your stake.
  • Built from public sources, sharpened by practitioner insight Sources are gathered and drafts assembled with AI assistance. Every report, dossier and briefing is then reviewed and edited by an analyst before release, and Zenvest Partners holds editorial responsibility for what is published.
  • Time-sensitive governance events delivered directly Contested votes, activist developments and AGM governance matters, covered as they are filed and disclosed.
  • Designed for governance professionals and active shareholders alike From those managing a single position to institutional stewardship teams overseeing complex mandates.
What subscribers receive
01

Weekly Governance and Corporate Developments

Summarised takeaways on governance developments, board and shareholder activity, and related-party matters across global markets.

02

Institutional Vote Behaviour Patterns

How shareholders have voted on comparable resolutions over time and the rationale they disclosed, compiled from public voting records and stewardship reports, with practitioner commentary on what the patterns show.

03

Investor Relations Perspectives

Practical approaches shared by investor relations officers and governance teams on meeting preparation, shareholder engagement and disclosure structure. Available at Atlas and Principal tiers.

04

Monthly Landscape and Campaign Digest

A monthly view of how the governance landscape is changing, with technical developments explained in plain terms and worked scenarios, alongside takeaways from institutional investors, asset managers and portfolio managers, and an active watch on trending campaigns.

Areas of focus

Selected Themes Covered

Recurring themes across our coverage, with partner-level commentary and practitioner perspective on what the disclosures show. Coverage is global, drawn entirely from primary public sources.

INDEPENDENCE RATIO 58% independent 42% non-independent TENURE DISTRIBUTION 34%0-352%3-622%6-914%9+ share of board by years of service
01

Board Composition and Independence

Director tenure, independence ratios, committee membership and connected interests, tracked across global markets and compared against applicable code expectations.

RETURN ON EQUITY vs COST OF CAPITAL 10% 5% 0 stated cost of capital 5.8% FY22FY23FY24FY25FY26 gap widening across five reporting periods
02

Capital Allocation and Returns

Dividend policy, payout ratios, buybacks and return on equity measured against a company's own stated cost of capital across multiple reporting periods.

DISCLOSED STAKE PROGRESSION 15% 10% 5% 0 JanMarMayJul13.9%Now successive filings — dashed line marks disclosure threshold
03

Activist Campaigns and Ownership

Stake movements, disclosed engagement agendas and campaign progression from first demand through to settlement or contested vote.

SUPPORT vs REQUIRED THRESHOLD 75% required Res. 1867.13%Res. 2247.0%Res. 2347.0%Directors87.13% 0% 100% special resolutions shown in gold
04

Voting Outcomes and Stewardship

Resolution results, dissent levels benchmarked against sector norms, and published institutional voting policy where positions have shifted.

Charts shown are illustrative of format. Every figure published to subscribers is sourced from regulatory filings, exchange disclosures or institutions' own published policies, and is dated to its source.

What arrives

Deliverables by Tier

Illustrative examples of the material subscribers receive at each tier. Company names, figures and findings shown are illustrative and do not represent any real issuer, holder or campaign.

Monitor
Individual professionals, private companies and pre-IPO businesses
£75 / mo

Weekly governance intelligence and alerting from public materials. Descriptive, not an assessment of any named third party.

Weekly Governance and Corporate Developments
Week commencing 3 August 2026 · governance activity by category across global markets
Board and director matters28%
Remuneration22%
Capital and transactions19%
Shareholder proposals17%
Audit and reporting14%
146governance events logged this week
31issuers with disclosure changes recorded
12meetings falling inside the next 30 days
1
Stewardship code guidance note published by a national regulator
2
Capital return language added to a wave of value programme filings
3
Listed issuer discloses a delay to its board evaluation
4
Exchange consults on independent director tenure limits
5
Stewardship disclosure template updated by a market body
Disclosure Delta Headlines
Change feed
Changed
Bramwell Industries plc
Remuneration policy wording revised
New
Corvin Materials plc
First climate transition disclosure
Removed
Halcyon Group plc
Diversity target dropped
Shareholder Campaign Tracker
Contested meeting chronology · illustrative
02 Sep 2026
Definitive proxy statement filed · DEF 14A
06 Sep 2026
Dissident definitive proxy filed · DEFC14A
11 Sep 2026
Proxy advisory vote recommendations published
15 Sep 2026
Dissident rebuttal letter filed · DFAN14A
18 Sep 2026
Custodian instruction cut-off
22 Sep 2026
Meeting date
Monthly Landscape and Campaign Digest
Themes across global markets
Theme
Board composition and independence
Theme
Capital allocation and returns
Theme
Voting outcomes and stewardship
Dossier
Company secretaries, IR teams, boutique funds
£195 / mo

Everything in Monitor, plus investor intelligence and governance takeaways. Aggregated and anonymised, from public sources, not investment advice.

Shareholder Composition Report
Bramwell Industries plc · public filings · no attributed positions
Index and passive34%
Active fundamental29%
Stewardship led18%
Retail and other19%
Register concentration (top 10)61%
Stewardship led holders18%
Disclosed threshold crossings, quarter1
Activist Profiles
Trending campaigns, descriptive
Active
Meridian Value Partners
Two board seats sought at a listed issuer
Active
Kestrel Capital
Capital return campaign at a mid cap issuer
Watch
Oriel Asset Mgmt
Stake building disclosed
Code Adoption Reference
Best practice and code adoption
Located
Board composition and independence
Located
Remuneration policy and disclosure
Located
Audit, risk and internal control
Disclosure located against each code provision. A reference to where a company has published, not an evaluation of adequacy.
Included from Monitor
Carried into Dossier
Weekly
Governance and corporate developments
Feed
Disclosure delta headlines
Calendar
Shareholder campaign tracker
Atlas
Law firm teams, banks, mid size funds
£495 / mo
Most popular

Everything in Dossier, plus institutional vote intelligence and register modelling. Aggregated and anonymised, mapped to published voting policy, no commentary on any live offer.

Institutional Vote Behaviour Patterns
Aggregated support pattern by resolution type · illustrative
Say on payFor 71% · Against 24% · Abstain 5%
Director electionsFor 88% · Against 9% · Abstain 3%
Capital authoritiesFor 82% · Against 14% · Abstain 4%
Auditor ratificationFor 94% · Against 4% · Abstain 2%
For   Against   Abstain
Say on pay support is the softest line and the clearest watch item into the season.
Patterns drawn from published policy and disclosed voting, aggregated across holders.
Proxy Advisory Benchmark
Alignment with adviser policy positions
Adviser A alignment78%
Adviser B alignment64%
Benchmark analysis, not a recommendation.
Register Modelling
Disclosed holdings mapped to published voting policy · illustrative
Meridian Value Partners3.0%
Kestrel Capital4.5%
Oriel Asset Management2.6%
Company management2.0%
Undisclosed holders8.8%
Holdings modelled from published voting policy and disclosed positions. Not a prediction of how any holder will vote.
Voting Policy Gap Analysis
Concluded votes · register
Gap
Two holders' policy diverged from the outcome on pay
Watch
Independence threshold cited by three policies
Monthly Briefing Call
Included in Atlas
Live
Analyst led walkthrough of the season and the models
Principal
Invitation only · firm wide licence
By invitation

Everything in Atlas, plus direct access to senior advisers and partners for discussion of governance process and engagement practice.

Committed Shareholder Analysis
Live transaction · aggregated and anonymised · no commentary on any offer price
Aggregated register dispositionillustrative
Supportive disposition 46%   Undecided 33%   Unsupportive 21%
The undecided block is the decisive segment and the focus of engagement.
Aggregated from disclosed policy and engagement, never attributed to a named holder.
Stewardship Evolution
Share of covered institutions disclosing each practice, by year · illustrative
2022
2023
2024
2025
2026
Voting policies publishedEngagement reportedEscalation disclosed
Compiled from published stewardship reports and voting policy disclosures. A record of disclosure practice over time, not a forecast.
Direct Advisory Sessions
Human · senior advisers and partners
Human
Strategy on a live contested vote or unsolicited approach
Priority Access
Active governance situations
Priority
Rapid turnaround during a live situation
Proxy Consultation and Best Practice
Guidance
Advisory
Engagement and governance best practice guidance
Subscription plans

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Important Notice — Sources, Analysis and Limitations

All content provided through Zenvest Intelligence is derived exclusively from publicly available sources, including regulatory filings, stock exchange disclosures, independent governance research and voting policy disclosures, and company announcements. Analytical commentary, selection, and synthesis are provided by Zenvest Partners analysts and represent the independent views of Zenvest Partners Limited. Source material is gathered and drafts are assembled using artificial intelligence tools. All content is reviewed and edited by a Zenvest Partners analyst before release, and Zenvest Partners Limited holds editorial responsibility for everything published through this service.

This service does not constitute investment advice, financial advice, legal advice, or a recommendation to buy, sell, or hold any security or financial instrument. It is not investment research within the meaning of the UK Financial Services and Markets Act 2000 or the EU Markets in Financial Instruments Directive (MiFID II). Zenvest Partners Limited is not authorised or regulated by the Financial Conduct Authority, the European Securities and Markets Authority, or any equivalent regulatory body for the purposes of providing investment advice or regulated investment research.

Past governance outcomes and voting patterns are not indicative of future results. Content is factual and retrospective in nature. Zenvest Intelligence does not provide forward-looking statements, forecasts, projections, price targets, or predictions of any vote outcome, transaction outcome, or corporate action, and no statement within the service should be construed as such. Where institutional positions are described, they reflect positions those institutions have themselves published and do not represent a prediction of how any holder will vote or act in any specific situation. Subscribers should form their own independent judgement and, where appropriate, seek qualified professional advice before making any decision in connection with content received through this service.

Intellectual Property: The analytical content, commentary, and editorial selection produced by Zenvest Partners analysts and delivered through this service is the intellectual property of Zenvest Partners Limited and is protected under applicable copyright law. Underlying public source materials are not owned by Zenvest Partners Limited. Third-party licensed data accessed by Zenvest Partners in the course of producing this content is owned by the respective licensors and is not redistributed through this service. Subscribers receive a personal, non-transferable licence to access and use content for their own information purposes only. Reproduction, redistribution, resale, or commercial use of any content is strictly prohibited without the prior written consent of Zenvest Partners Limited.

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