The Deep Dive Podcast

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.

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.

In this episode of "The Deep Dive," we break down how SSGA, Vanguard, and BlackRock changed their engagement disclosures from 2024 to 2025 - highlighting where each firm increased or reduced transparency and what those shifts reveal about their evolving stewardship priorities.

On our latest ZMH Deep Dive Podcast, we examine the first wave of 2026 shareholder proposals where governance topics have clearly taken the lead.

Review of how top investors voted for director elections in 1H2025.

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

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.

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

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

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

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 diversityGovernance: 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

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

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