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Proxy season meets customization

Artificial intelligence is driving customization at scale. Investment communications, including investor relations, are no exception.

Norton Rose Fulbright states in an article:

Technology, especially AI, and increasingly divergent investor priorities are pushing proxy voting away from uniform policies and toward bespoke frameworks.

Here are some takeaways that should not only apply to investor relations:
➡ Prioritize investor mapping.
➡ Ditch generic narratives.
➡ Prepare engagement materials that reflect financial and sustainability lenses
➡ Assume investors will test alignment

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