Everything You Need for NZ Stewardship Code Compliance
One package bundles proxy advisory, stewardship reporting, ESG integration, and governance monitoring. Built for NZ fund managers. Replaces $50-200K/yr of offshore advisory services.
What's in the Package
Every feature already built and production-tested. No development required on your end — just connect your portfolio and generate reports.
Proxy Advisory Engine
34 NZ-specific governance rules across 8 resolution categories. 8 built-in policy presets including ISS NZ, NZ Super Fund, and Conservative. Custom policy support with 21 configurable thresholds.
Annual Stewardship Report
Publication-ready PDF covering voting record, policy compliance, ESG integration, engagement signals, governance quality, financial health, and NZ Stewardship Code principle-by-principle compliance.
Policy Compliance Analysis
Upload your actual voting record (CSV) and get systematic compliance analysis. Every 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.
Code Compliance Checklist
Automated assessment against all 12 principles of the NZ Stewardship Code. Evidence-based scoring with specific data references for each principle.
Year-over-Year Comparison
Track stewardship progress 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. Weekly updated. Portfolio-level GRS distribution and worst-governed holdings flagged.
White-Label Branding
Add your fund logo, brand colours, tagline, and contact details to PDF reports. Publication-ready for your website, annual report, or client communications.
Package Pricing
70-90% less than ISS or Glass Lewis. Purpose-built for NZ.
Essentials
Annual stewardship report generation with standard policy presets
- Annual stewardship report (PDF + JSON)
- 8 built-in voting policy presets
- Proxy advisory engine (34 NZ-specific rules)
- ESG portfolio integration
- Engagement signal auto-detection
- NZ Stewardship Code compliance checklist
- Portfolio governance dashboard
- API access (100 req/min)
- Email support
Professional
Quarterly reporting with custom policies and white-label branding
- Everything in Essentials
- Quarterly report generation
- Custom voting policy configuration (21 thresholds)
- White-label PDF branding (fund logo + colours)
- Year-over-year comparison in reports
- CSV vote record upload + compliance analysis
- Fund manager voting record comparison
- Board event webhooks
- Bulk data export (XLSX)
- 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 (AGM dates, filing deadlines)
- Vote record analysis vs peer funds
- Custom API integrations
- Dedicated account manager
- Onboarding + policy consulting session
- SLA guarantee (99.9% uptime)
Feature Comparison
| Feature | Essentials | Professional | Institutional |
|---|---|---|---|
| Reporting | |||
| Annual stewardship report (PDF) | |||
| Quarterly reports | |||
| NZ Stewardship Code compliance checklist | |||
| Year-over-year comparison | |||
| White-label PDF branding | |||
| CSV vote record upload | |||
| Pre-AGM voting digest | |||
| Proxy Advisory | |||
| Proxy advisory engine (34 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 | |||
NZ Stewardship Code Coverage
Our reports automatically assess compliance against all 12 principles of the Stewardship Code Aotearoa New Zealand with evidence-based scoring.
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
Built for NZ Stewardship Code Signatories
18 institutional investors have signed the Code. Our package is designed specifically for their annual reporting obligations.
NZXplorer vs Offshore Providers
| Capability | ISS / Glass Lewis | NZXplorer |
|---|---|---|
| NZ governance context (GRS) | Minimal | 131 companies, 6 components |
| NZ-specific proxy rules | Generic AU/NZ | 34 NZ-focused rules |
| Stewardship Code compliance | Manual | Automated 12-principle assessment |
| Policy compliance checking | Separate service | Built-in, CSV upload |
| ESG portfolio integration | Add-on product | Included |
| Custom voting policy | Limited | 21 thresholds, unlimited presets |
| Report generation time | 1-2 weeks | Seconds |
| Annual cost | $50,000-200,000 | $5,000-15,000 |
Getting Started
Contact Sales
Tell us your fund size and reporting requirements
Onboarding
Share your portfolio tickers and voting policy
Generate
Get your first stewardship report in minutes
Publish
White-label PDF ready for your website
Ready to Simplify Your Stewardship Reporting?
Contact us for a sample report generated from your actual NZX portfolio. No obligation, no data sharing required.
Data sourced from publicly available NZX 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.