Proxy Advisory and Portfolio Governance for NZX
Portfolio-level governance monitoring, proxy voting recommendations, and NZ Stewardship Code compliance -- purpose-built for NZ Super, ACC, iwi funds, KiwiSaver providers, and boutique fund managers. Purpose-built for the NZ market.
128
NZX Companies Covered
2,346
Directors Profiled
65
Fund Managers Tracked
125
Companies Governance-Scored
The NZ Professional Investor Challenge
NZ professional investors face governance and stewardship challenges that global proxy advisers were not designed to solve at the right price point for a 130-company market.
Proxy season is still manual
Every AGM season, professional investors manually review governance reports, check remuneration, and decide votes across their NZX holdings. Global proxy advisory services are priced for thousands of companies -- overkill for a 130-company market.
Stewardship reporting is a compliance burden
The NZ Stewardship Code (2022) requires vote disclosure and engagement reporting. Most NZ funds and institutions cobble this together manually from spreadsheets, proxy voting records, and internal notes.
You cannot see through nominee names
An estimated 70-80% of NZX shares sit in custodian nominees. Knowing who actually owns what you own -- and who is buying or selling -- requires beneficial ownership intelligence.
Governance data is scattered across PDFs
Board skills, attendance, remuneration compliance, auditor independence -- all buried in 200-page annual reports. Extracting it for 20+ holdings takes weeks.
A market this size doesn't justify enterprise pricing
NZX is a small market. Paying global proxy advisory fees for a market this size does not scale, but the governance work still needs to be done. Stewardship obligations apply regardless of market size.
What Professional Investors Use NZXplorer For
From proxy season to stewardship reporting -- every feature is built around the workflows of portfolio managers, governance analysts, and institutional stewardship teams.
Proxy advisory with 65+ NZ-specific rules
Resolution-level voting recommendations generated from NZX Code, NZSA guidelines, and NZ corporate governance best practice. Portfolio-level sweeps across all holdings in parallel. Customisable voting policies aligned to your fund mandate.
See a Proxy ReportPortfolio governance scoring
Aggregate Governance Risk Scores (0-100) across your entire portfolio. Identify the weakest-governed holdings, track GRS changes over time, and produce portfolio-level governance reports for trustee and compliance reporting.
Governance ScoringBeneficial ownership intelligence
Look through custodian nominees to identify actual fund managers holding NZX stocks. Track identified managers, their holdings, and custodian mappings. See who else owns what you own -- and who is accumulating.
Ownership IntelligenceNZ Stewardship Code (2022) reporting
Automated stewardship report generation covering all 6 principles: governance policy, conflict management, investee monitoring, engagement activities, voting disclosure, and annual reporting. Export-ready for your annual stewardship statement.
Stewardship ToolsAlpha signals -- 6 proprietary factors
Insider conviction clusters, credibility momentum, earnings quality, dividend cut probability, governance deterioration, and OCI divergence. Quantitative signals derived from NZXplorer data that may indicate mispricing or risk.
Alpha Signal LibraryAPI & MCP integration (189 tools)
REST API and MCP server with 189 tools for governance, proxy, ownership, and financial data. FDC3 interoperable. Google Sheets add-on and Excel plugin. Integrate NZX governance data into your existing investment workflows.
API DocumentationDeep research at ~$0.30 per company
AI-powered company research drawing on 50 internal data sources. Governance, financials, ESG, ownership, insider activity, and management credibility synthesised into a structured report in approximately 90 seconds.
Deep ResearchAnnual report comparison (word-level diff)
Side-by-side comparison of consecutive annual reports with word-level change detection. Identify what was added, removed, or reworded in governance disclosures, risk factors, and remuneration commentary across reporting periods. Corporate plan.
Report ComparisonHiring intelligence (alternative data)
Weekly Seek NZ job listing data for 34 NZX companies. Hiring velocity, role composition, and salary data as leading indicators. Identify companies scaling operations or restructuring before it appears in financial results.
Hiring IntelligencePortfolio Proxy Sweep
Process your entire NZX portfolio in parallel. Resolution-level voting recommendations for every upcoming AGM, with key governance flags surfaced automatically. The example below uses real 2026 meeting dates and poll results.
Total Resolutions
22
21
80.47%
5 / 1
| Company | Meeting Date | Resolutions | Passed | Lowest support |
|---|---|---|---|---|
AIAAuckland International Airport | 22 Oct 2026 | 3 | 3 | 95.81% (re-election of Julia Hoare) |
RYMRyman Healthcare | 28 Jul 2026 | 4 | 4 | 82.09% (re-election of Dean Hamilton) |
MELMeridian Energy | 20 Oct 2026 | 3 | 3 | 98.21% (re-election of Mark Verbiest) |
FPHFisher & Paykel Healthcare | 25 Aug 2026 | 7 | 7 | 80.47% (directors’ fee pool increase) |
SPKSpark New Zealand | 6 Nov 2026 | 1 | — | Upcoming (auditor’s fees, Deloitte) |
CENContact Energy | 16 Sep 2026 | 4 | 4 | 96.96% (auditor’s fees) |
Click any company for resolution-level recommendations, governance context, and voting rationale.
65+ NZ-specific proxy rules · NZX Code + NZSA guidelines · Customisable policies
Run Portfolio Proxy SweepAlpha Signals -- Quantitative Edge from Governance Data
Six proprietary signals derived from NZXplorer data that may indicate mispricing, governance risk, or management quality shifts. Combined into a single composite Alpha Score for portfolio screening.
Example Co (illustrative, not a listed company)
Simulated signal values showing the layout of the assessment
Insider Conviction Clusters
Credibility Momentum
Earnings Quality
Dividend Cut Probability
Governance Deterioration
OCI Divergence
Composite Alpha Score
76/100
6 proprietary signals · Updated with each data refresh · Screener-filterable
View Alpha Signal LibraryAPI & MCP Server Integration
Integrate NZX governance data into your existing investment workflows. REST API, MCP server for AI assistants, and SDK support across multiple platforms.
REST API Endpoints
All endpoints return FDC3-compliant JSON. API key authentication via header.
MCP & Integration
189 MCP tools available
Governance, proxy, ownership, ESG, financial data
FDC3 interoperable
Financial Desktop Connectivity standard
Google Sheets add-on
Pull NZX data directly into spreadsheets
Excel plugin
Native Excel integration for portfolio models
Integrates with
Corporate plan includes full API access · Rate limits scale with plan
View API DocumentationNZ Stewardship Code Reporting
Automated stewardship report generation covering all 6 principles of the NZ Stewardship Code (2022). Export-ready for your annual stewardship statement.
Principle Compliance
1. Governance
Voting policy published
2. Conflicts
Conflict management framework documented
3. Monitoring
All NZX investee companies monitored
4. Engagement
8 engagement activities recorded
5. Voting
47 resolutions voted, 100% disclosed
6. Reporting
Annual stewardship report generated
Voting Record Summary
38
FOR (81%)
6
AGAINST (13%)
3
REFER (6%)
47 resolutions voted across 12 companies
Top Reasons for AGAINST Votes
NZ Stewardship Code (2022) · 6 principles · Export-ready PDF + structured data
Generate Stewardship ReportGet Started
Institutional-grade governance intelligence at a fraction of global proxy adviser pricing. We tailor plans to your portfolio size and requirements.
Professional Investor Plan
Proxy advisory, portfolio governance, stewardship reporting, beneficial ownership, alpha signals, and API/MCP integration.
Pricing is based on portfolio size and requirements.
Book a DemoBuilt on NZX Market Data
Complete NZX coverage
Data covering all 128 actively listed NZX companies, sourced from NZX filings, annual reports, and the FMA Disclose Register.
Director intelligence depth
2,346 directors profiled with skills, qualifications, career history, board attendance, and cross-directorship mapping across all NZX issuers.
Transparent methodology
All scoring methodologies (GRS, Alpha Score, Dividend Safety, Management Credibility) are fully disclosed in our documentation. No black-box ratings.
NZ governance framework alignment
Proxy rules calibrated to NZX Code, NZSA voting guidelines, and NZ Stewardship Code (2022). Built for NZ institutional stewardship requirements.
NZ Governance Intelligence at a Fraction of Global Pricing
Whether you manage a KiwiSaver fund, iwi portfolio, or boutique NZ equities mandate -- NZXplorer provides proxy advisory, stewardship reporting, and portfolio governance intelligence purpose-built for the NZX market.
Methodology & Documentation
Full disclosure of scoring methodologies, proxy advisory rules, data sources, and update frequencies
Data sourced from publicly available filings. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.