Practical Analysis

Last week, I blogged about this new paper from Glass Lewis entitled “AI and the Fiduciary Test: A Guide for Institutional Investors in Evaluating AI Proxy Voting Solutions” and I received a number of reactions. One response is this one…
Are you building AI into your disclosure processes? This is a question you should be asking yourself in this new year. As noted in this Workiva report entitled “2026 Predictions for Finance, Risk, and Sustainability,” a company noted it cut…
Following up on my blog from a few days ago about how “How Investors Should Evaluate AI Proxy Voting Solutions,” here’s an interesting note posted by Pennant AI’s Ryan Nowicki Stewart on LinkedIn: “Welcome to the proxy voting party, Andreessen…
There’s a possible sea change brewing in how institutional investors make their voting decisions as some investors have been using AI tools to help them decide how to vote their holdings this proxy season. Glass Lewis and ISS themselves have…
I’ve blogged before about how the SEC has downsized its staff over the past year. Now we have a GAO report providing more details about that (for the fiscal year ending September 30, 2025). Here are seven things to know:…
Here’s a note from my good friend McKesson’s Jim Brashear: “Did you catch the recent Wall Street Journal piece on corporate jargon? “I Want to Vomit”: The Business Jargon You Hate the Most is a hilarious reminder of how biz-speak can alienate…

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