AI-Native
Proxy Voting & IntelligenceIntelligence

Turn fund strategy into proxy voting execution at institutional scale,
without the legacy price tag

AI-Powered AGM Analysis
Fully Customizable Proxy Voting Policies
Manage Company Engagements
SEC-Ready N-PX Reporting
Made in the USA by former institutional proxy voters™

The Proxy Voting Platform Built for Every Investor

Pennant gives institutional investors a unified platform to analyze, coordinate and execute on proxy voting to drive AUM growth and support investment strategy

Scales of justice, ballot box, and handshake

Governance & Stewardship Teams

Enhance vote analysis and focus on the meetings that matter most. Pennant AI surfaces governance risks, generates policy-aligned vote recommendations, and provides full audit trails so your stewardship team can make confident proxy voting decisions at scale.

Policy-aligned vote execution
AI-powered AGM analysis
Real-time engagement tracking
Board & governance insights
Globe and telescope with chart

Portfolio Managers

Turn proxy personalization into an AUM magnet. Pennant AI aligns proxy voting policies with your fund strategy, delivers governance risk insights across your portfolio, and provides client-facing transparency that differentiates your offering.

AUM-driving proxy strategy
Client-facing vote transparency
Tailored to client mandates
Activism alerts & insights
Magnifying glass over audit documents and checklist

Compliance Teams

Simplify compliance reporting and audit readiness. Pennant AI automates N-PX filing exports, maintains complete vote record trails, monitors deadlines, and integrates with custodians to ensure your proxy voting compliance is always audit-ready.

Audit-ready N-PX filing exports
Complete vote record trail
Deadline monitoring & alerts
Custodian integration

White glove support

Round the clock access to our team for questions, guidance, onboarding, and anything else you need in a dedicated Slack channel.

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Pennant Team 9:32am

@ClientFund Your custom voting policy is live and aligned to your latest mandate. Let us know if you want any adjustments!

Pennant

Internal Controls

Mirror your internal controls and run the approval process with your legal and compliance team before submitting votes.

General Counsel
General Counsel Head of Legal Approved
Compliance Lead
Compliance Lead Policy Team Lead Pending

Schedule a Demo

Book a call with our team to explore how Pennant can transform your proxy voting workflow.

Book a Meeting

Contact Our Team

Have a question? Reach out to us via email, and we'll get back to you soon.

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