Proxinvest
- Company typePrivate
- Founded1995
- HeadquartersParis, France
- Headcount1–10
- GTM typeB2B
- OfferingServices
Proxinvest firmographics
Firmographics- Name
- Proxinvest
- Legal name
- Proxinvest SAS
- Website
- https://proxinvest.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Proxinvest industry classification
Industry- Product category
- Proxy Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Proxy Voting & Governance Services (FSAAAOAJ)
- akta.pro secondary industry
- Proxy Voting & Shareholder Meeting Services (FSAFALAD)
Keywords
Where Proxinvest is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
Proxinvest business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Voting Advisory Services: Core business providing voting recommendations and analysis for institutional investors exercising voting rights at general meetings of listed companies. Subscription-based service for access to research reports, voting guidelines, and advisory letters.
- Governance Analysis and Rating: Governance rating services providing analysis and ratings on corporate governance practices of listed companies. Includes alerts and analyses on corporate governance.
- Engagement Actionnarial: Shareholder engagement support services helping investors manage engagement initiatives and ESG-related activities.
- Training and Seminars: Educational services including training on governance topics and analysis of general meetings. Proxinvest offers seminars and formations on corporate governance and shareholder engagement.
- Research Reports and Studies: Annual reports on executive remuneration (SBF 120 and CAC 40), general meetings and shareholder activism. Studies can be ordered through the company's shop.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Subscription-based services for institutional investors |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
Proxinvest product offering
Product offeringCore offering
Proxinvest is a French proxy advisory firm providing institutional investors with voting recommendations, corporate governance analysis and ratings, and shareholder engagement support. The firm covers general meetings of French listed companies (SBF 120, CAC 40) and European issuers through the ECGS partner network. Services are delivered via proprietary digital platforms (europroxy.com, ECGS, Governance Rating platform) and include threshold crossing declarations, training seminars, and annual synthesis reports on executive compensation and corporate governance trends.
Product overview
Proxinvest is a French proxy advisory firm (now a Glass Lewis subsidiary) offering a suite of governance-related advisory services primarily to institutional investors. Its core offering centers on voting at general meetings, governance analysis/rating, and shareholder engagement advisory. Services are delivered through multiple private digital platforms: the europroxy.com voting operational platform, the ECGS platform for European proxy classification, and a dedicated Governance Rating platform. Following Glass Lewis's acquisition of Proxinvest in December 2022, clients also gain access to Glass Lewis products (Proxy Paper research reports, Viewpoint voting platform, and the Engagement Management Platform SaaS). Proxinvest additionally publishes annual synthesis reports on executive compensation and general meeting activity, and provides training seminars. The company operates ECGS, a European corporate governance service network, and offers a threshold-crossing declaration service.
Differentiator
Problem solved
Functional benefit
Products and services
- Vote aux Assemblées Générales (Voting at General Meetings) Proxinvest's flagship proxy voting advisory service, providing voting recommendations and resolution analysis for general meetings of French and European listed companies. Includes coverage of SBF 120, CAC 40, and European Stoxx indices for institutional investor subscribers.
- Analyse Gouvernance / Notation de Gouvernance (Governance Analysis & Rating) Governance rating service providing systematic assessments of corporate governance quality for French and European listed companies. Delivered via a private digital platform (Governance Rating platform) with sector, country, and index filtering capabilities for institutional subscribers.
- Engagement Actionnarial (Shareholder Engagement) Advisory service supporting institutional investors in designing and implementing shareholder engagement policies, including structured dialogue with companies on governance matters and management of ESG-related engagement initiatives.
- Formations / Séminaires (Training & Seminars) Training seminars on corporate governance, general meetings, and shareholder engagement topics offered as professional development services to institutional investor clients.
- Déclarations de franchissements de seuils (Threshold Crossing Declarations) Service providing alerts and analyses on threshold crossings (declarations of shareholdings) for listed companies, helping investors monitor ownership changes across their coverage universe.
- europroxy.com (Voting Operational Platform) Proxinvest's digital operational platform for executing voting rights in France and internationally. Allows clients to record voting decisions, generate paper ballots, and access personalized advisory letters and voting recommendations classified by portfolio. Also serves as an interface for international voting platforms under Proxinvest's operational voting outsourcing service. Private subscriber access.
- ECGS Platform (European Corporate Governance Service) ECGS digital platform for classifying proxy reports and voting recommendations according to the ECGS Voting Policy and client-specific voting policies for European issuers. Managed by Proxinvest as the managing partner of the ECGS network. Private subscriber access.
- Governance Rating Platform Private digital platform for clients subscribed to the Governance Rating service, offering classification and filtering by sector, country, or index, with governance rating reports for the client's target universe accessible on the platform.
- Rapports de synthèse (Annual Synthesis Reports) Annual published reports covering executive compensation trends, general meeting outcomes, and shareholder activism across French listed companies (SBF 120 / CAC 40), produced by Proxinvest's research team and steering committee and available for order through the Proxinvest shop.
Quantifiable outcome
- 84% of SBF 120 companies' annual bonuses met Proxinvest voting policy limits (150% of base salary) in 2024
- +1 more outcomes
Companies that use Proxinvest
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles2 records
Proxinvest technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Proxinvest partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered minor and core.
- OSSIAM (Natixis Investment Managers)minorOSSIAM launched the Ossiam Governance for Climate fund (article 9 SFDR, ISIN FR0014008CB1) in partnership with Proxinvest. The fund is available in France since May 31, 2022. Proxinvest provides governance expertise for the fund's investment approach.
- OFI Asset ManagementcoreOFI Asset Management and Proxinvest strengthened their collaboration for global exercise of voting rights. The partnership enables institutional investors to exercise voting rights on a global scale using combined expertise and platforms.
- ECGS (European Corporate Governance Service)coreProxinvest is the managing partner of ECGS, a European corporate governance service network providing coverage of European general meetings through local providers.
- Gérard RameixminorFormer Chairman of French stock exchange regulatory body AMF (Autorité des marchés financiers) serves as chairman of Proxinvest's steering committee, which includes leading European investors and senior executives of major listed companies.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Proxinvest competitors and assessment
Company assessmentDirect peers
- Minerva Analytics: Minerva Analytics is a UK-based proxy advisory and ESG research firm offering voting policy consulting, governance research, and shareholder engagement services. It competes with Proxinvest in European institutional investor proxy advisory, particularly in the UK and continental European markets.
- Ethos: Ethos is a Swiss foundation that provides proxy advisory services to Swiss institutional investors and pension funds. Ethos is both a member of Proxinvest's ECGS partner network and a direct competitor in providing local Swiss market voting recommendations and governance engagement.
- ISS (Institutional Shareholder Services): ISS is the largest global proxy advisory firm, providing voting recommendations, governance analytics, and ESG solutions to institutional investors. It competes directly with Proxinvest (and its parent Glass Lewis) in European proxy advisory, governance rating, and shareholder engagement services.
- Egan-Jones Proxy Services: Egan-Jones Proxy Services is an independent proxy advisory firm providing voting recommendations and governance research. It is one of the recognized US proxy advisors with growing international coverage, comparable to Proxinvest in providing independent voting guidance to institutional investors.
Broad incumbents
- Glass Lewis: Glass Lewis is one of the two largest global proxy advisory firms, covering 30,000+ meetings annually across approximately 100 markets. Proxinvest is a subsidiary of Glass Lewis following the December 2022 acquisition, making it both parent and the most direct comparable peer in proxy voting and governance research.
- Vigeo Eiris (Moody's ESG Solutions): Vigeo Eiris, now part of Moody's ESG Solutions, provides ESG assessments and governance research to institutional investors. While broader than pure proxy advisory, it is a comparable provider of governance analytics and ratings used by European institutional clients.
- Federated Hermes EOS: Federated Hermes EOS (formerly Hermes Equity Ownership Services) is one of the largest global stewardship and engagement service providers, offering voting advisory and engagement services to institutional investors. It is a broad competitor in the European shareholder engagement and voting advisory space.
Emerging players
- Manifest: Manifest is a US-based proxy advisory firm offering customized voting recommendations and engagement support to institutional investors. While primarily US-focused, it represents the emerging wave of technology-enabled proxy advisors competing with established players like Proxinvest.
Regional players
- DSW (Deutsche Schutzvereinigung für Wertpapierbesitz): DSW is Germany's leading association of retail and institutional investors providing proxy advisory and shareholder representation services. DSW is both an ECGS partner of Proxinvest and a comparable regional proxy advisor serving German institutional investors.
- Frontis Governance: Frontis Governance is an Italian proxy advisory firm providing voting recommendations and governance research for the Italian market. As an ECGS network partner of Proxinvest, it represents comparable local market specialization in European proxy advisory.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
Proxinvest social profiles
Digital presenceProxinvest compliance and trust
Trust signalCompliance2 records
Proxinvest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Proxinvest leadership team
Management profileNumber of profiles
Profiles10 records
Proxinvest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Proxinvest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Proxinvest
What does Proxinvest do?
Proxinvest is a French proxy advisory firm providing institutional investors with voting recommendations, corporate governance analysis and ratings, and shareholder engagement support. The firm covers general meetings of French listed companies (SBF 120, CAC 40) and European issuers through the ECGS partner network. Services are delivered via proprietary digital platforms (europroxy.com, ECGS, Governance Rating platform) and include threshold crossing declarations, training seminars, and annual synthesis reports on executive compensation and corporate governance trends.
Is Proxinvest a public or private company?
Proxinvest is a private company. It is classified as corporate owned and is currently operating.
When was Proxinvest founded?
Proxinvest was founded in 1995. It employs 1 to 10 people.
Where is Proxinvest based?
Proxinvest is headquartered in Paris, France, in the Europe region.
How does Proxinvest make money?
Five revenue lines are on record. Voting Advisory Services are the primary driver. The others are governance Analysis and Rating, engagement Actionnarial, training and Seminars and research Reports and Studies.
Who are Proxinvest's main competitors?
Direct peers on record are Minerva Analytics, Ethos, ISS (Institutional Shareholder Services) and Egan-Jones Proxy Services. Broad incumbents are Glass Lewis, Vigeo Eiris (Moody's ESG Solutions) and Federated Hermes EOS. Manifest is listed as an emerging player. Regional players are DSW (Deutsche Schutzvereinigung für Wertpapierbesitz) and Frontis Governance.
Does Proxinvest have an API?
No public API is recorded for Proxinvest.
What industry is Proxinvest in?
Proxinvest's product category is Proxy Advisory Services. Its primary akta.pro industry code is FSAAAOAJ, Proxy Voting & Governance Services, with a secondary code of FSAFALAD, Proxy Voting & Shareholder Meeting Services. Its NAICS code is 523940 and its SIC code is 6282.