Ownership Matters
- Company typePrivate
- Founded2011
- HeadquartersMelbourne, Australia
- Headcount1–10
- GTM typeB2B
- OfferingServices
Ownership Matters firmographics
Firmographics- Name
- Ownership Matters
- Legal name
- Ownership Matters Pty Ltd
- Website
- https://ownershipmatters.com.au
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Ownership Matters industry classification
Industry- Product category
- Governance Advisory Services
- NAICS
- Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Stewardship & Active Ownership (Engagement, Proxy Voting, Shareholder Advocacy) (FSAAALAD)
- akta.pro secondary industries
- Proxy Voting & Governance Services (FSAAAOAJ), Governance & Board Effectiveness Advisory (BPAHAFAC), Proxy Voting & Shareholder Meetings (AGM/EGM) (FSACAKAB)
Keywords
Where Ownership Matters is headquartered
LocationHeadquarters
- HQ city
- Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Ownership Matters business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Institutional Investor Services: Subscription-based services for institutional investors including proxy voting research, bespoke analysis, monitoring, and governance advisory.
- Training Services: Accounting Shenanigans Workshops and Interview Skills training provided to professionals.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Ownership Matters product offering
Product offeringCore offering
Ownership Matters provides governance advisory services to institutional investors, including proxy voting research for S&P/ASX 300 company meetings, bespoke governance risk analysis via the proprietary Governance Concerns Index (GCI), regulatory reform monitoring, and public research on ownership rights. The firm also delivers training services such as Accounting Shenanigans Workshops and Interview Skills programs. All services are evidence-based and designed to help wholesale investors exercise shareholder rights effectively.
Product overview
Ownership Matters offers a suite of governance advisory services for institutional investors focused on ASX-listed companies. The core offerings include: Promote (public research program), Use (Proxy Voting Research), Monitor (regulatory reform briefings), Identify (Bespoke Analysis with Governance Concerns Index, Litigation Watch, and Director Trading Reports), and Training (Accounting Shenanigans Workshops and Interview Skills). The Governance Concerns Index is a flagship scoring model analyzing governance risk across ASX 300 companies using seven factors.
Differentiator
Problem solved
Functional benefit
Products and services
- Promote
Quantifiable outcome
- ASX 100 high governance risk portfolio underperformed low risk portfolio by 13.3% in past 12 months, 9.7% pa over 3 years, and 6.7% pa over 5 years
- +1 more outcomes
Companies that use Ownership Matters
Customer profileNamed customers2 records
Segments1 record
Ideal customer profiles1 record
Ownership Matters technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Ownership Matters partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights3 records
Ownership Matters competitors and assessment
Company assessmentBroad incumbents
- Morrow Sodali: Morrow Sodali is a global advisory firm providing proxy solicitation, shareholder engagement, and governance consulting to issuers and investors. It overlaps with Ownership Matters on the shareholder engagement and governance advisory side, particularly around AGM/EGM strategy and capital raising engagement in Australia and Asia-Pacific.
- Glass Lewis: Glass Lewis is a leading global proxy advisory firm serving institutional investors with voting recommendations, policy research, and governance ratings. It is the other direct global competitor in ASX 300 proxy voting research alongside ISS, and competes with Ownership Matters for Australian institutional governance advisory mandates.
- Georgeson: Georgeson is a global investor communications and corporate governance advisory firm offering proxy voting services, AGM/EGM solicitation, and shareholder identification. It competes with Ownership Matters' Use and Monitor services in the broader Australian governance and proxy engagement market, particularly on capital raising and AGM strategy.
- Institutional Shareholder Services (ISS): ISS is the largest global proxy advisory and corporate governance services firm, providing proxy voting research, governance analytics, and ESG solutions. Ownership Matters was founded by former ISS Australia/RiskMetrics senior staff and competes directly in the ASX 300 proxy voting research market, though at a much smaller, Australia-only scale.
- Nasdaq Corporate Solutions (Verafin-style ESG/Governance suite): Nasdaq Corporate Solutions is a global platform serving issuers and investors with governance, disclosure, and shareholder engagement tools (formerly incl. Directors Desk, IR tools, governance analytics). It is a broad incumbent in the corporate governance services space with technology-driven scale, and competes with parts of Ownership Matters' Identify and Monitor service suite for institutional Australian mandates.
Others
- EQS Group: EQS Group is a European-regulated provider of governance, risk, and compliance (GRC) software, including insider registers, whistleblower hotlines, and boardroom collaboration tools. It is adjacent to Ownership Matters' corporate governance advisory focus, addressing complementary issuer-side compliance and disclosure workflows used by ASX and global listed companies.
- Australian Council of Superannuation Investors (ACSI): ACSI is the peak body representing Australian superannuation funds on ESG and corporate governance issues, producing collaborative engagement and voting work across the ASX 200. Ownership Matters has produced the most comprehensive longitudinal study of CEO pay for ACSI for over 20 years, making it both a major client and a thematic peer in Australian investor stewardship.
Emerging players
- Proxinvest: Proxinvest is a French-based independent proxy advisory and ESG research firm serving European institutional investors. It is a comparable niche governance research boutique to Ownership Matters, with a similar independence-focused positioning against ISS and Glass Lewis in its home jurisdiction.
Direct peers
- Manifest Information & Directorship Services: Manifest is a UK-based corporate governance advisory firm providing proxy voting research and governance analysis to institutional investors. Ownership Matters analyst Jessica Wallace previously worked at Manifest, and OM's services (proxy research, governance analysis, voting guidelines) directly parallel Manifest's UK offering in the European governance space.
Regional players
- Australian Shareholders Association (ASA): The ASA is an Australian not-for-profit investors association providing retail-focused governance research, AGM activism, and shareholder advocacy on ASX-listed companies. While ASA targets retail investors rather than institutions, it works in the same Australian governance advisory space as Ownership Matters and occasionally submits to the same regulatory consultations.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Ownership Matters social profiles
Digital presenceOwnership Matters financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ownership Matters leadership team
Management profileNumber of profiles
Profiles11 records
Ownership Matters funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ownership Matters 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 Ownership Matters
What does Ownership Matters do?
Ownership Matters provides governance advisory services to institutional investors, including proxy voting research for S&P/ASX 300 company meetings, bespoke governance risk analysis via the proprietary Governance Concerns Index (GCI), regulatory reform monitoring, and public research on ownership rights. The firm also delivers training services such as Accounting Shenanigans Workshops and Interview Skills programs. All services are evidence-based and designed to help wholesale investors exercise shareholder rights effectively.
Is Ownership Matters a public or private company?
Ownership Matters is a private company. It is classified as management employee owned and is currently operating.
When was Ownership Matters founded?
Ownership Matters was founded in 2011. It employs 1 to 10 people.
Where is Ownership Matters based?
Ownership Matters is headquartered in Melbourne, Australia, in the Oceania region.
How does Ownership Matters make money?
Two revenue lines are on record. Institutional Investor Services are the primary driver. The others are training Services.
Who are Ownership Matters's main competitors?
Broad incumbents on record are Morrow Sodali, Glass Lewis, Georgeson, Institutional Shareholder Services (ISS) and Nasdaq Corporate Solutions (Verafin-style ESG/Governance suite). Others are EQS Group and Australian Council of Superannuation Investors (ACSI). Proxinvest is listed as an emerging player. Manifest Information & Directorship Services is listed as a direct peer. Australian Shareholders Association (ASA) is listed as a regional player.
Does Ownership Matters have an API?
No public API is recorded for Ownership Matters.
What industry is Ownership Matters in?
Ownership Matters's product category is Governance Advisory Services. Its primary akta.pro industry code is FSAAALAD, Stewardship & Active Ownership (Engagement, Proxy Voting, Shareholder Advocacy), with a secondary code of FSAAAOAJ, Proxy Voting & Governance Services. Its NAICS code is 52394 and its SIC code is 6282.