代理投票顾问公司 Glass Lewis 已与出售可持续发展数据和 AI 分析服务的 Clarity AI 合并。两家公司于周四宣布了这笔交易。交易于 9 月 23 日完成，未披露财务细节。
Proxy adviser Glass Lewis has combined with Clarity AI, which sells sustainability data and AI analytics. The two firms announced the deal on Thursday. The deal closed on 23 September, and no financial details were disclosed.
合并后的公司将把马德里作为其可持续发展、数据和 AI 工作的全球中心。根据联合声明，该公司在 20 个办事处拥有 900 多名员工，其中包括阿姆斯特丹的新办事处。
The combined company will make Madrid its global centre for sustainability, data and AI work. It has more than 900 staff in 20 offices, including a new office in Amsterdam, according to the joint statement.
Glass Lewis 首席执行官 Bob Mann 表示：“我们将马德里指定为可持续发展、数据和 AI 创新的全球卓越中心，这充分说明了欧洲市场的战略重要性以及我们对该市场的承诺。”
“The fact that we are designating Madrid our global centre of excellence for sustainability, data and AI innovation speaks volumes about the strategic importance of the European market and our commitment to it,” said Bob Mann, chief executive of Glass Lewis.
双方各自带来的优势 Glass Lewis 成立于 2003 年，总部位于旧金山，为投资者提供关于如何在股东大会上投票的建议。该公司称其服务于 1,300 多家投资管理公司和养老基金。Clarity AI 由首席执行官 Rebeca Minguela 于 2017 年创立，向金融机构出售可持续发展数据和 AI 分析服务。两家公司表示，正在推进根据欧盟 ESG 评级法规获得授权。
What each side brings Glass Lewis, founded in 2003 and based in San Francisco, advises investors on how to vote at shareholder meetings. It says it serves more than 1,300 investment managers and pension funds. Clarity AI, founded in 2017 by chief executive Rebeca Minguela, sells sustainability data and AI analytics to financial institutions. The firms said it is moving towards authorisation under the EU’s ESG Ratings Regulation.
该法规自 2026 年 7 月 2 日起生效。ESG 评级提供方现在需要获得欧盟市场监管机构 ESMA 的授权才能在欧盟开展业务。已在欧盟活跃的提供方有至 2026 年 11 月 2 日前申请授权。
That law has applied since 2 July 2026. ESG rating providers now need authorisation from ESMA, the EU’s markets regulator, to operate in the EU. Providers already active in the EU have until 2 November 2026 to apply.
两家公司表示，合并后的平台将关联投资分析、可持续发展、治理、互动和投票。投资者目前通常在独立的系统中处理这些事务。根据交易的常见问题解答，Glass Lewis 在美国市场更强，而 Clarity AI 的大多数客户在欧洲。两家公司报告的客户续约率均超过 90%。
The merged platform will link investment analysis, sustainability, governance, engagement and voting, the companies said. Investors now often handle these in separate systems. Glass Lewis is stronger in the US, and most of Clarity AI’s clients are in Europe, according to the deal’s FAQ. Both firms report client renewal rates above 90%.
Minguela 表示，Glass Lewis 在治理和受托责任方面拥有深厚积累。她称，这包括前 Sustainalytics 团队的核心成员。
Minguela said Glass Lewis brings depth in governance and stewardship. That includes key members of the former Sustainalytics team, she said.
“结合Clarity AI的技术、AI能力、全面的可持续发展数据和复杂的分析，这创造了一个差异化的、集成的平台，拥有深度的决策相关数据和无与伦比的专业知识，”明格拉说。
“Combined with Clarity AI’s technology, AI capabilities, comprehensive sustainability data and sophisticated analytics, this creates a differentiated, integrated platform with deep decision-relevant data and unparalleled expertise,” Minguela said.
为什么是欧洲 欧洲持有全球超过80%的可持续基金资产，两家公司表示。2026年，它仍在吸引净流入。
Why Europe Europe holds more than 80% of the world’s sustainable fund assets, the companies said. It is still attracting net inflows in 2026.
在美国，代理顾问面临越来越大的压力。2025年12月，特朗普总统签署了一项行政命令，点名了Glass Lewis及其竞争对手ISS。该命令要求SEC审查其针对代理顾问的规则。还要求FTC检查它们是否违反竞争法。
In the US, proxy advisers face growing pressure. In December 2025, President Donald Trump signed an executive order that names Glass Lewis and its rival ISS. It tells the SEC to review its rules for proxy advisers. It also asks the FTC to check whether they break competition law.
Glass Lewis在2025年10月表示，将于2027年停止发布其标准基准投票建议。它计划转而提供围绕每个客户量身定制的投票政策。据ESG Dive援引《华尔街日报》报道，今年1月，摩根大通的资产与财富管理部门放弃了美国投票的外部代理顾问，转而使用内部AI工具Proxy IQ。
Glass Lewis said in October 2025 that it will stop issuing its standard benchmark voting recommendations in 2027. It plans to offer voting policies built around each client instead. In January, JPMorgan’s asset and wealth management arm dropped external proxy advisers for its US votes. It now uses an in-house AI tool, Proxy IQ, ESG Dive reported, citing The Wall Street Journal.
其他AI公司也在向投资行业销售产品。Anthropic为顾问构建了Claude工具，汇丰资产管理投资了AI初创公司Model ML。西班牙也在吸引AI基础设施资金，包括一项10亿美元的数据中心交易。
Other AI companies are also selling to the investment industry. Anthropic has built a Claude tool for advisers, and HSBC Asset Management has invested in AI startup Model ML. Spain is also drawing AI infrastructure money, including a $1bn data centre deal.
两家公司表示，现有的Glass Lewis和Clarity AI产品将继续运营，并分阶段整合。它们还表示，Glass Lewis的研究和投票建议将保持所需的控制措施以维持独立性。
The firms said existing Glass Lewis and Clarity AI products will continue, with a phased integration. They also said Glass Lewis’ research and voting recommendations will keep the controls needed to stay independent.