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Democratization of Alternatives Is Coming, but It’s Not Exactly a Field of Dreams
The alternative investment marketplace has been an area of interest and growth for asset and wealth management marketplaces. Industry improvements in access, choice, investment tools,
The Largest Class Action Settlements of 2022
In a remarkable year of class action activity, investors across the globe agreed to settlements totaling over $7.4 billion[1] in 2022, a greater than 75%
2022 Taiwan Proxy Season Review
Below are key takeaways from ISS’ recently released 2022 Taiwan Proxy Season Review. The full report is available to institutional subscribers by logging into ProxyExchange
Zero-commission Trading Reshaping Canadian Online/Discount Brokerage Landscape
TORONTO (December 21, 2022) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services providing critical data and insights to global asset managers,
12 Holiday Fund Facts
With the end of the year upon us, let us reflect on what has happened so far. Reading the headline figures, one may think that
Revisiting 2022 through 12 ISS ESG Thought Leadership Papers
In 2022, ISS ESG Thought Leadership publications addressed an array of ESG-related topics with significant implications for investors. These highlighted publications illustrate the breadth of
The State of EU Taxonomy Data
In response to EU taxonomy requirements, European companies have been disclosing their taxonomy eligibility: that is, how their activities would be eligible to contribute to
Statement from ISS’ Global Head of Investment Stewardship Solutions, Lorraine Kelly, on New Japan FSA Code of Conduct for ESG Evaluation and Data Providers
NEW YORK (December 16, 2022) “ISS welcomes the Japan Financial Services Agency’s (JFSA) principles-based framework for oversight of ESG ratings providers and its objective of
SEC Strategic Plan 2022-2026: Keeping up with Evolving Risks
The Securities and Exchange Commission (SEC) set out a new strategic plan that seeks to address evolving market risks through a re-examination of its rules
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
