ALL POSTS

The Active ETF Race is On. What Are the Odds of Winning?
As the fortunes of the traditional mutual fund have faded, active managers have looked to ETFs as tomorrow’s growth engine. They are not wrong to

Terms of Engagement: Investor Challenges on the Road to Net Zero
Introduction Together with screening and ESG integration, implementing engagement policies has become a key element of investor strategies to work proactively with companies and improve

Proposed Changes to the UK Corporate Governance Code’s ‘Comply or Explain’ Principle
On 24 May 2023, the Financial Reporting Council (“FRC”) launched a public consultation on its proposed revisions to the UK Corporate Governance Code (“the Code”).

Institutional Shareholder Services Announces Creation of ISS STOXX
NEW YORK (November 7, 2023) – Institutional Shareholder Services (“ISS”), a leading provider of corporate governance and responsible investment solutions, fund intelligence, and events and

ISS Announces Peer Group Submission Window to Open November 20
Companies Can Note Changes Through December 5 ROCKVILLE, Md. (November 6, 2023) — Institutional Shareholder Services Inc. (“ISS”), the leading provider of end-to-end corporate governance


In Focus: 2023 Europe Proxy Season Recap
Below is an excerpt from ISS’ recently released report “In Focus: 2023 Europe Proxy Season Recap”. The full paper is available for download from the



ISS GPD and Strate Collaborate to Streamline Proxy Voting Lifecycle in South Africa
Collaboration Enhances Voting Efficiency, Corporate Governance and Transparency for Investors LONDON, JOHANNESBURG, (November 6, 2023) – Institutional Shareholder Services Inc. (ISS), a leading provider of


Mutual Fund Sales to See Relief from Drought Conditions, but Expect the Climate to Remain Weak
Mutual fund and ETF providers have lived in different sales universes over the past couple years. After record-breaking flows boosted both vehicles in 2021, sales


ESG Performance and Enterprise Value: In Which Region Does ESG Performance Matter the Most for Company Valuation?
The January 2023 report ESG Performance and Enterprise Value: Do Firms with Stronger ESG Performance Have Higher Valuation Ratios? investigated the relationship between the ISS



Institutional Shareholder Services Announces Results of Global Benchmark Policy Survey
ROCKVILLE, Md. (October 31, 2023) – Institutional Shareholder Services Inc. (ISS), a leading provider of corporate governance and responsible investment solutions to financial market participants,


Big Banks and Equilend Pay ~$500 Million To Resolve Antitrust Stock Loan Suit
Equilend and four big banks – JPMorgan, Morgan Stanley, Goldman Sachs, and UBS– have agreed to a $499 million settlement to resolve allegations that they



ISS ESG Releases Methodology Updates for Governance QualityScore
Data Verification Period to Run Nov. 6 – 17 ROCKVILLE, Md. (October 25, 2023) — ISS ESG, the sustainable investment arm of Institutional Shareholder Services

