AI Proxy Advisory Built Around Your Policy
Structured, transparent, and explainable proxy voting recommendations for institutional governance—aligned with your framework, not ours.
The Traditional Proxy Workflow Is Broken
Investment managers face an overwhelming volume of proxy decisions, complex governance frameworks, and increasing scrutiny—with tools that weren't designed to help.
Generic Research
One-size-fits-all recommendations that don't reflect your firm's specific governance policies or investment principles.
Opaque Rationale
Black-box voting logic with no clear connection between your policies and the recommendations you receive.
Manual Policy Application
Analysts manually cross-referencing policies against proposals—error-prone, time-consuming, and inconsistent across teams.
Proxy-Season Spikes
Seasonal overload crushes teams during peak proxy periods, forcing rushed decisions on votes that demand careful analysis.
A Different Model for Proxy Advisory
Castline flips the traditional advisory model. You control the policy. Our AI scales the research.
You Own the Logic
Your governance policies drive every recommendation. No hidden models, no opaque scoring—your framework is the source of truth.
We Scale the Research
AI-powered analysis covers every meeting as filings are released—so your team is never behind, even during peak proxy season.
You Build Institutional Memory
You're not renting opinions. Every decision, rationale, and override becomes part of your firm's permanent governance record.
How Castline Works
A structured, policy-driven approach to proxy voting recommendations—from your guidelines to defensible decisions.
Import Your Policy
Upload your governance policies, voting guidelines, and investment principles. Castline translates them into structured decision logic your team can verify.
Contextual Analysis
Each proxy event is analyzed using company disclosures, historical context, and relevant filings—ensuring recommendations are grounded in real-world conditions.
Structured Recommendation
Receive clear, policy-aligned recommendations with transparent reasoning and direct linkage to the specific governance principles that apply.
Built for Institutional Confidence
Every design decision in Castline is optimized for trust, defensibility, and regulatory alignment.
Policy-Aligned
Recommendations map directly to your firm's governance framework—not generic industry templates.
Fully Transparent
Every recommendation includes the specific policy principle it triggered and the supporting source evidence.
Audit-Ready
Complete decision trails with full traceability from every recommendation back to its policy source.
Explainable AI
Reasoning chains in plain English. When someone asks "why did we vote that way?"—you have a defensible answer.
Human Oversight
Decision-makers remain in control. Castline enhances—not replaces—human judgment, providing clarity at scale.
Seamless Integration
Designed to fit into your existing stewardship workflows without disruption or costly migration.
Why Castline
Stewardship is about drawing a clear line between what your policies require and how each vote is executed. Castline exists to make that line visible: your governance framework stays the authority, and every recommendation shows how it was applied—before a single ballot is cast.
We do not replace decision-makers—we support them with structured analysis, transparent reasoning, and records you can stand behind in any season.
Built for Environments Where Mistakes Are Unacceptable
Institutional proxy voting demands absolute precision. Castline is engineered from the ground up for zero-error governance.
Zero-Error Policy
Every component is designed to prevent, detect, and flag errors before they reach your decisions.
Full Citations
Every piece of research is cited back to source filings. No unsupported claims, no hallucinated data.
Complete Traceability
Follow any recommendation from output back through reasoning chain to the policy principle and source data.
No Hidden Logic
User-controlled policies with fully transparent interpretation. You see exactly how every conclusion was reached.
Human-in-the-Loop
AI assists and accelerates—but humans review, override, and own every final decision.
Audit-Ready by Default
Every recommendation is logged with full traceability, ensuring regulatory alignment from day one.
See How Castline Works for Your Team
Join the institutions preparing for a better approach to proxy advisory.