Governance Advisory Services

The professionals at JMR Portfolio Intelligence have more than 20 years experience with corporate governance issues. Bringing that experience, we work with proxy committees and in-house staff to provide advice on a wide range of corporate governance issues facing the committee.  This service is designed to enhance your existing proxy research services.

Shareholder Engagement

The principals at JMR Portfolio Intelligence have more than 20 years of combined experience working in the activist investor community. If you are looking to engage your portfolio companies using shareholder activism tools, we can assist you in implementing this process.

Proxy Voting Support

We enhance your proxy voting practices by offering you additional intelligence regarding crucial corporate governance issues and providing you with greater insight into the concerns of various segments of the institutional investor community. 

Our services range from providing technical advice on selecting proxy voting providers to analyzing issues coming to a vote in our clients' investment portfolios. We have first hand experience using a variety of voting platforms and can assist you in managing your decision process.

Contact us for more information by email  or call John Richardson at 202.547.7071 x1.