Korea's governance reset is the most consequential in a generation
Korean governance has never moved faster — or been harder to read from the outside. We translate it into clear voting decisions your team can act on.
A sweeping legislative wave — the Commercial Code amendments, mandatory cumulative voting, and the Value-Up Program — is reshaping how Korean companies are governed and how global capital engages with them. For asset managers without deep local expertise, navigating this moment is harder than ever.
Research-grade independence
Recommendations built on peer-reviewed governance frameworks, free from commercial incentives or index inclusion pressures.
Research-leading expert panel
Advisory board of active finance professors and industry specialists in corporate governance, ESG, and Korean capital markets research.
Legislative timing advantage
We monitor and interpret each regulatory change as it passes — updated guidance reaches clients before AGM season opens.
FSS-regulated funds that must document every proxy vote with written rationale and demonstrate Stewardship Code adherence under regulatory examination.
- Needs FSC/FSS-ready voting documentation
- No capacity to analyse every portfolio company in-house
- Requires defensible, auditable voting rationale
Foreign mutual funds, pension funds, and institutional investors seeking to engage meaningfully with Korean holdings amid a fast-moving reform landscape.
- Korean AGM disclosures rarely available in English
- Value-Up plans vary widely in substance — needs expert reading
- New cumulative voting rules require bespoke strategy
Funds pursuing board composition changes, capital return improvements, or minority shareholder protections in Korean portfolio companies.
- Needs independent analysis free from broker conflicts
- Requires academic rigour to support engagement positions
- Benefits from research-backed co-filing support
Pre-meeting voting recommendations
Clear for/against guidance on every resolution, grounded in primary Korean filings and aligned to your custom voting policy.
Compliance documentation
FSC/FSS-ready voting records and policy documentation designed to pass regulatory examination without additional formatting.
Bilingual research reports
Full English-language analysis of Korean AGM materials, board composition, and Value-Up plan credibility assessments.
Portfolio governance scoring
Aggregate governance risk ratings across your Korean holdings, with peer benchmarks and year-on-year tracking against reform milestones.