ALL POSTS
Whose Portfolio is it, Anyway? Tailoring Your Fund Distribution Approach to Fund Selector Demands
Now more than ever, knowing the portfolio constructor behind clients’ portfolios is essential to winning in the UK fund market. Not only does each constructor show distinct preferences, but they may also exhibit distinct engagement and support preferences.
2024 France Proxy Season Review
Below are key takeaways from ISS’ recently released 2024 Proxy Review: France. The full report is available to institutional subscribers by logging into ProxyExchange then
The Momentum of DEI Metrics in Incentive Programs
Below is an excerpt from ISS-Corporate’s recently released paper “The Momentum of DEI Metrics in Incentive Programs”. The full-paper is available for download from the
Unscheduled Component Changes in DAX, MDAX and SDAX
ZUG (December 19, 2024) – STOXX Ltd., part of the ISS STOXX group of companies and leading provider of benchmark and custom index solutions to
Revisiting 2024 through 12 ISS ESG Thought Leadership Publications
In 2024, ISS ESG Research, in collaboration with colleagues across ISS STOXX, published a variety of ESG Thought Leadership publications with significant relevance for investors.
SEC Clawback Rules: Initial Impacts in the 2024 Proxy Season
Introduction Malus and clawback provisions allow companies to recover and/or withhold sums or share awards in specific circumstances[1], such as in situations where values were
Living in a Material World: Definitions of Impact and Financial Materiality in the Context of the ISS ESG Corporate Rating
According to CFA Institute, “Materiality is contextual; that is, [it] …depends on the investor’s objectives and time horizon and the specifics of the investment. Materiality
ISS Governance Announces 2025 Benchmark Policy Updates
ROCKVILLE, Md. (December 17, 2024) — ISS Governance, a leading global provider of independent and objective shareholder meeting research and recommendations, multiple voting policy choices
COP16 & the Ocean-Climate-Biodiversity Nexus: Key Outcomes for Investors
The 16th Conference of the Parties to the Convention on Biological Diversity (COP16), held in Colombia from October 21 to November 1, 2024, marked a
What ‘Perks’ Can Tell Us About Executive Compensation Part 2: How a Small Component in Pay Reveals Insights into Corporate Trends
Below is an excerpt from ISS-Corporate’s recently released paper “What ‘Perks’ Can Tell Us About Executive Compensation Part 2: How a Small Component in Pay
Equity Plans: Balancing Company Flexibility With Shareholder Expectations
Below is an excerpt from ISS-Corporate’s recently released paper “Equity Plans: Balancing Company Flexibility With Shareholder Expectations”. The full paper is available for download from
ISS ESG Quarterly Engagement Update – Q3 2024: A 62% Response Rate on Net Zero Targets and Climate Action Following Launch of Second Engagement Cycle
Preamble ISS ESG’s Quarterly Engagement Update series highlights key trends that emerge through activities conducted on behalf of participating investors under ISS ESG’s Collaborative Engagement
