Automate the data scaffolding behind your annual stewardship report
Upload your NZX portfolio and your voting policy. NZXplorer returns a print-ready stewardship report with voting record, policy compliance analysis, ESG integration, engagement signals, and governance quality — sourced from structured NZX data. Intended for use by NZ fund managers alongside their existing stewardship processes.
Designed for NZ Stewardship Code signatories
Around 20 institutional investors are current signatories of the Stewardship Code Aotearoa New Zealand. NZXplorer supports the data assembly and report-drafting workflow.
NZ fund managers
Boutique, large-NZ, and values-led managers with NZX-listed holdings.
Sovereign & institutional
Crown entities, sovereign funds, and bank-owned investment arms reporting annually.
International managers with NZ sleeves
Global managers running NZX-listed portfolios who need NZ-specific context.
What's in the package
Every feature is already built. Connect your portfolio and generate your first report.
Proxy Advisory Engine
34 NZ-specific governance rules across 8 resolution categories. 8 built-in policy presets including ISS NZ Benchmark, NZ Super Fund, Conservative, and Progressive. Custom policy support with 21 configurable thresholds.
Annual Stewardship Report
Print-ready PDF covering voting record, policy compliance, ESG integration, engagement signals, governance quality, financial health, and NZXplorer's 12-dimension stewardship checklist.
Policy Compliance Analysis
Upload your actual voting record (CSV) and get deviation analysis. Each deviation flagged with resolution context. Category-level and overall alignment reporting.
ESG Portfolio Integration
Portfolio carbon exposure (Scope 1/2), board gender diversity, TCFD/GRI/SBTi framework adoption tracking. Identifies ESG reporting gaps across your holdings.
Engagement Signal Detection
Automated monitoring of 7 engagement categories: board changes, insider trading, capital raises, credit ratings, takeovers, failed resolutions, and governance score declines.
Stewardship Checklist
NZXplorer's 12-dimension stewardship framework scored against your reporting period. Evidence-based sourcing with specific data references for each dimension.
Year-over-Year Comparison
Track stewardship activity across reporting periods. Meetings, resolutions, policy alignment, engagement, and governance quality trends side-by-side.
Governance Risk Scores
131 NZX companies scored across 6 governance components. Updated weekly. Portfolio-level GRS distribution and lowest-scoring holdings surfaced.
White-Label Branding
Add your fund logo, brand colours, tagline, and contact details to PDF reports. Suitable for your website, annual report, or client communications.
Inside the report
Six sections covering the core areas fund managers typically address in annual stewardship reporting.
Voting Record
Resolution-level voting record for your portfolio, with proxy recommendations based on your stated policy.
Policy Compliance
Alignment analysis between your voting policy and actual voting outcomes. Deviations flagged with rationale fields.
Engagement Summary
Auto-detected engagement signals from board changes, insider trading, capital raises, credit rating changes, and corporate activity.
ESG Integration
Portfolio carbon exposure, gender diversity metrics, and reporting framework adoption (TCFD, GRI, SBTi) across your holdings.
Governance Quality
Portfolio GRS distribution, voting quality scores, lowest-scoring holdings, and board independence metrics.
Escalation Actions
Record of votes against management, governance concerns raised, and escalation activities taken during the period.
NZXplorer Stewardship Checklist
Each report is scored against our 12-dimension stewardship framework with evidence-based sourcing. This is NZXplorer's internal framework — complementary to, but not a claim of compliance with, the 9-principle Stewardship Code Aotearoa New Zealand.
Purpose, Strategy, and Culture
Evidence: Fund name, Voting policy selection, Portfolio composition
Governance, Resources, and Incentives
Evidence: Team seats used, Custom policy configuration, Report generation frequency
Conflicts of Interest
Evidence: Policy deviation disclosures, Votes against management count, Related party resolution votes
Promoting Well-functioning Markets
Evidence: Portfolio emissions exposure, Climate framework adoption (TCFD/SBTi), Sector ESG coverage
Review and Assurance
Evidence: Policy alignment percentage, Year-over-year compliance trend, Deviation rationale documentation
Client and Beneficiary Needs
Evidence: Report publication, Portfolio coverage, Voting transparency
Stewardship, Investment, and ESG Integration
Evidence: ESG emissions data, Board diversity metrics, GRS score integration
Monitoring Investee Companies
Evidence: Auto-detected engagement signals, Board change monitoring, Insider trade alerts
Engagement
Evidence: Engagement activities count, Methods used, Topics covered
Collaboration
Evidence: Collaborative engagement records, Shareholder proposal co-sponsorship
Escalation
Evidence: Votes against management, Governance concerns raised, Escalation actions taken
Exercising Rights and Responsibilities
Evidence: Voting record completeness, Resolution-level votes, By-category analysis
How it works
Three steps from portfolio to print-ready stewardship report
Upload Portfolio
Provide your NZX ticker list (CSV or manual entry) and select a reporting period.
Select Voting Policy
Choose from 8 built-in presets (ISS NZ, NZ Super Fund, Conservative, Progressive) or configure your own.
Generate Report
Receive a print-ready stewardship report. PDF export, JSON API, or web preview.
Powered by structured NZX data
Every data point in your stewardship report is sourced from NZXplorer's NZX coverage.
API integration
Programmatic report generation via REST API
curl -X POST https://nzxplorer.co.nz/api/v1/stewardship-report \
-H "X-API-Key: your_enterprise_key" \
-H "Content-Type: application/json" \
-d '{
"fund_name": "Your Fund Name",
"period": { "start": "2025-01-01", "end": "2025-12-31" },
"portfolio_tickers": ["FPH", "MEL", "MCY", "CEN", "SPK", "AIR"],
"voting_policy_preset": "progressive"
}'Also available: /api/v1/stewardship-report/pdf for print-ready HTML output
Feature comparison by tier
Every tier includes the core proxy engine, GRS scores, and annual report generation. Higher tiers add custom policies, white-label branding, and dedicated support.
| Feature | Essentials | Professional | Institutional |
|---|---|---|---|
| Reporting | |||
| Annual stewardship report (PDF) | |||
| Quarterly reports | |||
| NZXplorer Stewardship Checklist (12 dimensions) | |||
| Year-over-year comparison | |||
| White-label PDF branding | |||
| CSV vote record upload | |||
| Pre-AGM voting digest | |||
| Proxy Advisory | |||
| Proxy advisory engine (65+ rules) | |||
| Policy presets (8 built-in) | |||
| Custom voting policies | 1 policy | 5 policies | Unlimited |
| Portfolio sweep | |||
| Vote record vs policy compliance | |||
| Peer fund vote comparison | |||
| Data & Intelligence | |||
| GRS scores (131 companies) | |||
| ESG metrics (emissions, diversity, safety) | |||
| Accounting quality (M-score, F-score, Z-score) | |||
| Beneficial ownership intelligence | |||
| Director due diligence reports | |||
| Bulk data export (XLSX) | |||
| Monitoring | |||
| Engagement signal auto-detection | |||
| Board change alerts | |||
| Insider trade monitoring | |||
| Board event webhooks | |||
| Compliance calendar | |||
| Integration | |||
| REST API access | 100 req/min | 500 req/min | 2,000 req/min |
| JSON report output | |||
| Custom API integrations | |||
| Support | |||
| Email support | |||
| Priority support | |||
| Dedicated account manager | |||
| Onboarding session | |||
Pricing
Three tiers sized for NZ fund manager reporting workloads. Contact sales for pricing.
Essentials
Annual stewardship report with standard policy presets
- Annual stewardship report (PDF + JSON)
- 8 built-in voting policy presets
- Proxy advisory engine (NZ-specific rules)
- ESG portfolio integration
- Up to 100 tickers
- Email support
Professional
Quarterly reporting with custom policies and white-label branding
- Everything in Essentials
- Quarterly report generation
- Custom voting policy configuration
- White-label PDF branding
- Year-over-year comparison
- CSV vote record upload + compliance analysis
- Priority support
Institutional
Full-service stewardship intelligence with dedicated support
- Everything in Professional
- Unlimited report generation
- Pre-AGM voting digest emails
- Board engagement briefings
- Compliance calendar
- Dedicated account manager
Getting started
Contact Sales
Tell us your fund size and reporting requirements
Onboarding
Share your portfolio tickers and voting policy
Generate
Produce your first stewardship report
Publish
White-label PDF ready for your website
Frequently asked questions
What is the NZ Stewardship Code?
The Stewardship Code Aotearoa New Zealand (launched Dec 2022) is a voluntary investor governance framework maintained by the Sustainable Finance Coalition NZ. Around 20 institutional investors are current signatories, committing to transparent active ownership practices including annual stewardship reporting on a "comply or explain" basis.
Does NZXplorer's checklist equal NZ Stewardship Code compliance?
No. NZXplorer assesses reports against our internal 12-dimension Stewardship Checklist, which is informed by the UK Stewardship Code 2020 structure and extended with NZ-specific signals. The real NZ Stewardship Code Aotearoa has 9 principles with a different scope. Signatories remain responsible for their own "comply or explain" reporting; NZXplorer's checklist is intended as a data scaffold, not a compliance determination.
What data powers the stewardship reports?
Reports draw from NZXplorer's structured NZX data: AGM resolutions with vote data, GRS governance scores, ESG metrics (emissions, diversity, reporting frameworks), insider trading records, board changes, capital raises, credit ratings, and announcement filings.
Can I use my own voting policy?
Yes. Choose from 8 built-in presets (including ISS NZ Benchmark, NZ Super Fund, Conservative, and Progressive policies) or configure your own custom policy with 21 adjustable thresholds. Custom policies can be saved and reused.
How does policy compliance checking work?
The engine runs your voting policy against every resolution in the reporting period. If you provide your actual voting record (CSV upload), it compares your votes to what the policy recommends and flags each deviation. Policy alignment is reported overall and by resolution category.
Is this a substitute for ISS or Glass Lewis?
NZXplorer is designed to complement global proxy advisors with NZ-specific governance context (GRS scores, board composition analysis, NZ-focused proxy rules). For NZX-only portfolios it can be used as a standalone source; fund managers with broader mandates typically keep a global advisor alongside.
What format are reports delivered in?
Reports are available as structured JSON (via API), print-optimised HTML/PDF, and web preview. The PDF is intended for internal review and client-facing publication and includes the full report sections, charts, tables, and FMA-compliant disclaimers.
Ready to automate your stewardship reporting?
Contact us for a sample report based on your NZX portfolio. No obligation, no data sharing required.
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.