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ISS Launches ‘Vote Preference’ Solution
Enabling Asset Managers to Offer Underlying Clients Array of Voting Choices NEW YORK (November 15, 2022) – Institutional Shareholder Services Inc. (“ISS”), a leading provider

UK Financial Adviser Highlights: 2022 Q3 Report
The sky is not falling, but take nothing for granted Q3 financial adviser platform gross sales were far from pretty. Gross sales were down nearly

Relentless Global Competition Spans Structures
This is the first in a three-part series covering the global investment market, utilizing insights from ISS Market Intelligence’s recently launched Simfund Total Market. Covering

Taking Off: The Role of Carbon Offsets in Corporate Climate Strategy
Below is an excerpt from ISS Corporate Solution’s recently released paper “Taking Off: The Role of Carbon Offsets in Corporate Climate Strategy” The full paper

Windows into Defined Contribution, Q3 2022
ISS Market Intelligence has released the latest edition in the Windows into Defined Contribution series. The Q3 2022 edition discusses the falling share of proprietary

ISS Market Intelligence: Canadian Fixed-term Deposit Balances Reached a New High of C$657.8 Billion in June
TORONTO (November 7, 2022) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and a leading global provider of data, analytics, insights,


Best Execution Also Means… Know Your Broker
Earlier this month FINRA announced that it has fined Barclays Capital $2 million for failing to comply with its Best Execution obligations in connection with its customers’


Diversity on North American Boards – Now and Into the Future
Below is an excerpt from ISS ESG’s thought leadership paper: Diversity on North American Boards – Now and Into the Future. The full paper is




ISS Launches Open Comment Period for 2023 Proposed Benchmark Voting Policy Changes
ROCKVILLE, Md. (November 4, 2022) – Institutional Shareholder Services Inc. (“ISS”), a leading provider of corporate governance and responsible investment solutions to the global financial


The Top 25 Non-North American Settlements
The following is an excerpt from a recently published report by ISS Securities Class Action Services. Click here to download and read the full report. Securities litigation


Brazil’s B3 Proposal on Diversity: A Good Beginning or Not Enough?
On August 17, 2022, the Brazilian stock exchange (B3) announced the opening of a public comment period to discuss new rules based on the comply




ISS Announces Peer Group Submission
Window to Open November 17
ROCKVILLE, Md. (November 3, 2022) — Institutional Shareholder Services Inc. (“ISS”), the leading provider of end-to-end corporate governance and responsible investment solutions to the global

