ALL POSTS
Evolving Standards for Sustainability: The UK Sustainability Disclosure Requirements
Introduction Across the globe, sustainable investment products are becoming subject to new naming, labelling, and disclosure rules through which policymakers aim to protect customers and
ISS Market Intelligence Releases Annual 529 Industry Analysis Report
NEW YORK (June 13, 2023) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and a leading global provider of data, analytics,
ISS ESG Provides Advance Notice on Environmental & Social Disclosure QualityScore Methodology Enhancements
ROCKVILLE, Md. (June 8, 2023) – ISS ESG, the sustainable investment arm of Institutional Shareholder Services, today announced planned methodology enhancements to its Environmental &
Global Tobacco: Emerging Trends and Risks Posed to Investors
Introduction The investment case for the global tobacco industry is far from simple. Negative trade-offs come in the form of health, environmental, and social risks,
Simfund Platform Launches Comprehensive Fee and Expense Intelligence for U.K. Domiciled Funds
LONDON (June 5, 2023) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and leading global provider of data, analytics, insights, media,
What the New Disclosures Say About Pay vs Performance
Below is an excerpt from ISS Corporate Solutions’ recently released paper “What the New Disclosures Say About Pay vs Performance” The full paper is available
Treating Infectious Diseases: An Opportunity to Drive Global Health and Wealth
Humanity has struggled with infectious diseases and subsequent epidemics for centuries. The discovery of the first antibiotics in the early 20th century and the later
2023 Japan Proxy Season Preview
Below are key takeaways from ISS’ recently released 2023 Proxy Season Preview – Japan. The full report is available to institutional subscribers by logging into
Investors Land Historic $1 Billion Settlement with Wells Fargo – Its Fourth in Five Years
Investors’ $1 billion tentative settlement – a Top 20 settlement of all time if approved – comes in the wake of years of scandal and
U.S. Corporate Annual Meetings to Peak Tomorrow, May 25
ROCKVILLE, Md. (May 24, 2023) – The peak of the U.S. corporate annual meeting season this year will fall on Thursday, May 25, according to
Branding Is A Collaborative Act
Building a brand is more akin to chiseling stone than molding clay. Brand perception is profoundly influenced by factors outside of marketing’s control—investment performance triumphs
Will Q1 Showers Bring Q2 Flowers for Financial Advisers?
Big Picture: On-platform financial adviser investment net flows and gross sales were significantly down from Q1 2022, with net flows being particularly muted. Net flows
