What Governance & Values does

Governance & Values is a Rastatt, Germany-based professional services firm, founded in 2018, that operates a unified platform for investor stewardship and ESG advisory across the DACH region (Germany, Austria, Switzerland). It serves institutional investors (asset owners, pension funds, insurers) and asset managers, helping them satisfy fiduciary obligations, execute stewardship strategies, and meet European ESG regulatory requirements through five core services: an Engagement Platform that facilitates both collaborative and individual investor-company interactions; an Education program that delivers the Certified Stewardship Professional (CSP) credentialing via a separate Stewardship Professionals sub-brand; Securities Litigation & Claims Filing support; Ad-Hoc Voting recommendations at shareholder meetings; and Advisory services for stewardship strategy development.

The underlying technology is described as a professional services platform rather than a software product; there is no evidence of proprietary AI/ML, patents, or SDKs in the input. Product pages live under stewardship.de and stewardship-professionals.com, suggesting a multi-brand web architecture rather than a unified SaaS application. Revenue mechanics are professional services: quote-based, multi-year enterprise contracts with no publicly disclosed pricing tiers. The go-to-market is consultative, relationship-driven B2B sales to European institutional capital allocators, supplemented by content marketing (website, news, events) and the CSP certification community as a top-of-funnel channel.

In February 2026 the company received undisclosed funding to build out the engagement platform, and in June 2026 it announced a strategic partnership with Swiss ESG data provider Inrate to deliver independent ESG stewardship services across the DACH region. The team is led by Catherine Marchewitz and Dr. Alexander Juschus and remains small (1-10 employees), which is both a credibility signal (deep specialist expertise) and a scale constraint. No revenue, customer logos, or pricing disclosures are present in the source material, constraining valuation analysis.

Name

Governance & Values

Legal name

Governance & Values

Website

https://gov-val.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Governance & Values is a DACH-based professional services firm providing investor stewardship, ESG advisory, engagement facilitation, voting recommendations, securities-litigation support, and CSP certification to institutional investors and asset managers across Europe.

Ownership category

akta.pro rank

Product category

Stewardship and ESG Advisory Services

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Stewardship & Active Ownership (Engagement, Proxy Voting, Shareholder Advocacy) (FSAAALAD)

akta.pro secondary industries

Governance & Board Effectiveness Advisory (BPAHAFAC), Research Compliance & Governance (FSACAGAK)

Keywords

• Investor stewardship services
• ESG advisory
• Shareholder engagement
• Proxy voting recommendations
• Securities litigation support

Headquarters

HQ city

Rastatt

HQ country

Germany

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Advisory Services: Expert guidance services for building effective stewardship strategies, improving engagement outcomes, and aligning stakeholder priorities.
2. Education and Certification: Interactive e-learning program providing recognized skills, knowledge, and certification (CSP© - Certified Stewardship Professional) for stewardship professionals.
3. Engagement Facilitation Services: Facilitation of collaborative and individual engagements between investors and companies.
4. Ad-Hoc Voting Services: Real-time, tailored voting recommendations at shareholder meetings aligned with ESG strategies and policies.
5. Securities Litigation Support: Global monitoring, evaluation, and coordinated legal support to help institutional investors recover losses from securities fraud.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Governance & Values is a B2B professional services platform that helps institutional investors and asset managers in Europe fulfill their fiduciary, regulatory, and strategic stewardship obligations. Its core offerings include an Engagement Platform for collaborative and individual investor-company engagements, a Certified Stewardship Professional (CSP©) Education program, Securities Litigation & Claims Filing support, real-time Ad-Hoc Voting recommendations aligned with ESG strategies, and Advisory services for stewardship strategy development.

Product overview

Governance & Values operates as a unified platform that streamlines interactions within the investor stewardship ecosystem in Europe. The portfolio consists of five core services: (1) an Engagement Platform for collaborative and individual investor-company engagements, (2) an Education program delivering the Certified Stewardship Professional (CSP) certification, (3) Securities Litigation & Claims Filing for institutional investors, (4) Ad-Hoc Voting with real-time ESG-aligned recommendations, and (5) Advisory services for stewardship strategy development. These services collectively help fulfill legal and fiduciary obligations while achieving strategic stewardship goals.

Differentiator

Problem solved

Functional benefit

Brands

• Stewardship Professionals: Training and education brand offering Certified Stewardship Professional (CSP©) certification program.

Products and services

• Engagement Platform Engagement facilitator service that brings investors together and carries out both collaborative and individual engagements with portfolio companies on stewardship issues, for institutional investors and asset managers.
• Education (Certified Stewardship Professional / CSP©)
• Securities Litigation & Claims Filing
• Ad-Hoc Voting
• Advisory

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• InratecoreStrategic or Co-development Partner · 3 June 2026Strategic partnership between Inrate and Governance & Values to deliver independent ESG stewardship services across the DACH region (Germany, Austria, Switzerland). Combines Inrate's ESG data and ratings capabilities with Governance & Values' stewardship expertise to provide comprehensive services to institutional investors in the region.

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Sustainalytics: Sustainalytics (owned by Morningstar) is a leading ESG and corporate governance research provider. While broader in scope than Governance & Values, its stewardship research and engagement support offerings directly overlap with G&V's advisory and engagement services.
• ISS (Institutional Shareholder Services): ISS, owned by Deutsche Börse, is the dominant global proxy advisory and corporate governance solutions provider. It competes with Governance & Values on voting recommendations, governance research, and stewardship services, but operates at vastly greater scale and across geographies.
• oekom research (now part of ISS ESG): oekom research, integrated into ISS ESG, was a Munich-based ESG rating agency serving European institutional investors. Its DACH heritage and institutional focus closely mirror Governance & Values' positioning before being absorbed by ISS.
• MSCI ESG Research: MSCI's ESG research and ratings business provides governance and stewardship data, voting analytics, and ESG tools to global institutional investors. It competes with Governance & Values at the higher end of the market with a much broader product portfolio.

Direct peers

• Glass Lewis: Glass Lewis is a leading proxy advisory firm providing independent voting recommendations and governance research to institutional investors. It directly competes with Governance & Values' Ad-Hoc Voting service and broader stewardship advisory offering.
• Minerva Analytics: Minerva Analytics is a UK-based governance research and voting advisory firm that provides proxy voting research, ESG analysis, and stewardship services to European institutional investors — closely aligned with Governance & Values' service mix.
• EOS at Federated Hermes: EOS is one of the world's largest engagement and stewardship services providers for asset owners and asset managers. It is a direct competitor offering engagement, voting, and policy advisory — the exact same suite Governance & Values sells, though at far greater scale.
• Arabesque: Arabesque is a Germany-based ESG data, advisory, and stewardship firm. Its DACH roots, ESG advisory focus, and institutional investor target customer base make it one of the closest direct competitors to Governance & Values.

Others

• PRI (Principles for Responsible Investment): PRI is the leading UN-backed network promoting responsible investment and stewardship. While not a commercial competitor, it shapes stewardship best practice, offers training resources, and influences the institutional buyer behaviour that Governance & Values relies on.

Emerging players

• CFA Institute (ESG Investing Certificate): CFA Institute offers the ESG Investing Certificate and other credentialing programs for investment professionals. While broader than Governance & Values' CSP©, it represents a competing certification pathway that stewardship practitioners may choose instead.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Governance & Values