Business Pitch Dictionary by pitch.dog
Investor relations & capital-markets communication · Working

Proxy adviser

Also called: proxy advisor

ELI5

A firm providing voting research and recommendations to investors.

Used in conversation

“Investor relations will rehearse the explanation of proxy adviser before the results call.”

Pitch context

You will see “Proxy adviser” in annual reports, earnings decks, filings and investor presentations when the discussion reaches investor relations & capital-markets communication.

Why it matters: In investor relations & capital-markets communication, a loose definition can change rights, obligations, approval, disclosure or enforceability.

Caution

Meaning, enforceability and required process vary by jurisdiction and agreement; this definition is not legal advice.

Sources & evidence · 4

Direct term-level sources and supporting source families.