ALL POSTS
2022 Year-End Gifting and Planning with 529s
Hosted by Paul Curley, CFA, Director of 529 & ABLE Research at ISS Market Intelligence, and Tim Gorrell, Executive Director of Ohio’s 529 Plan, CollegeAdvantage,
ISS ESG Report Identifies Corporate Controversies that Dominated the News in 2022
ISS ESG, the responsible investment arm of Institutional Shareholder Services Inc. (ISS), today released a new summary report, Corporate Controversies That Defined 2022, produced by
Dual Class Share Structures: Is the Sun Setting Too Slowly?
KEY FINDINGS The proportion of companies in the Russell 3000 excluding the S&P 1500 with unequal voting rights increased significantly since 2020 The proportion of
COP 15: Biodiversity Opportunities and Risks for Investors
Below is an excerpt from ISS ESG’s thought leadership paper: COP 15: Biodiversity Opportunities and Risks for Investors. The full paper is available for download
Corporate Bribery Today: A Glimpse of Corruption’s Scale
On December 9 each year the world marks International Anti-Corruption Day (IACD). 2022 sees the 20th anniversary of the UN Convention Against Corruption, and unfortunately
Challenges to the Crypto Sector: Governance and Climate Impacts
Below is an excerpt from ISS ESG’s thought leadership paper: Challenges to the Crypto Sector: Governance and Climate Impacts. The full paper is available for
ISS Market Intelligence Launches Simfund Total Market
NEW YORK (December 5, 2022) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and leading global provider of data, analytics, insights,
Allegations of Bribery to FIFA Officials Results in $95 Million Settlement
With the opening 2022 World Cup matches underway in Qatar, Grupo Televisa S.A.B. recently agreed to a $95 million settlement with shareholders, resolving bribery allegations
UK Fund of Funds (Part 2) – Eur(ope) Welcome to Apply
In our previous article we examined the recent growth in UK domiciled funds of funds (FoFs), concluding that FoFs represent a significant and stable growth
ESGF Rating: A More Complete Picture of Investing in Quality
KEY TAKEAWAYS By taking into consideration both ESG and financial measures, the ESGF Rating provides comprehensive insights into a firm’s position on the quality curve.
The Fight for Fixed Income Flows Intensifies
This second piece in a three-part series utilizes the newest tool in ISS Market Intelligence’s Simfund family: Simfund Total Market. Leveraging the module’s expansive coverage
ISS Market Intelligence Survey Shows Growing Interest from Financial Advisors in Alternatives
NEW YORK (December 1, 2022) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services providing critical data and insight to global asset
