AI, DATA AND INVESTMENT STEWARDSHIP GUIDE · JUNE 2026

The Foundation Matters More Than the Model

Why Trusted Data and Human-Centric AI Will Define the Next Era of Investment Stewardship

As AI reshapes investment stewardship and financial services, the criteria for evaluating AI-powered solutions are evolving. This white paper explains why durable value will come from trusted proprietary data, rigorous governance, and human oversight that make AI outputs reliable enough for institutional decision-making.

Authors

Cheryl Gustitus
Chief Strategy Officer, Glass Lewis
Arik Brutian
Senior Vice President, Artificial Intelligence and Data, Glass Lewis
THOUGHT LEADERSHIP SERIES

Investor-Grade AI in Investment Stewardship

An ongoing thought leadership series on the standards that should govern AI in proxy voting and investment stewardship.