Proxinvest

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

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

• Proxy voting advisory
• Corporate governance analysis
• Shareholder engagement services
• Governance rating platform
• Institutional voting recommendations

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. 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.
2. 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.
3. Engagement Actionnarial: Shareholder engagement support services helping investors manage engagement initiatives and ESG-related activities.
4. 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.
5. 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

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core 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

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered minor and core.

• OSSIAM (Natixis Investment Managers)minorStrategic or Co-development Partner · 31 May 2022OSSIAM 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 ManagementcoreStrategic or Co-development Partner · 22 February 2021OFI 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)coreStrategic or Co-development PartnerProxinvest is the managing partner of ECGS, a European corporate governance service network providing coverage of European general meetings through local providers.
• Gérard RameixminorOthersFormer 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

Direct 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

• LinkedInlinkedin.com/company/proxinvest
• Xx.com/proxinvest

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Proxinvest