ALL POSTS
Tax Transparency: A Key Element of Sustainability Reporting
Below is an excerpt from ISS-Corporate’s recently released article “Tax Transparency: A Key Element of Sustainability Reporting”. The full article is available on the ISS-Corporate
Direct Indexing Opens Opportunities for Advisors to Pursue High-Net-Worth Clients
Advisors intend to increase their usage of direct indexing The aggressive growth of passive investment has been an inescapable trend for managers in the investment
2024 Proxy Season Review: U.S. Director Elections & Governance
Below are key takeaways from ISS’ recently released 2024 Proxy Season Review – US Director Elections & Governance. The full report is available to institutional
Model Portfolio Sales Slowed in First Half of 2024, ISS Market Intelligence Research Finds
LONDON (1 October 2024) – Model portfolio sales in the UK financial adviser channel slowed during the first half of 2024 as the boom of
Unscheduled Adjustments in SDAX and TecDAX
ZUG (September 30, 2024) – STOXX Ltd. has announced unscheduled changes to the SDAX and TecDAX indices. Following the spin-off of PENTIXAPHARM HLDG NA O.N.
The Latest in ESG and Stewardship Regulation – October 2024
International TNFD Taskforce on Nature-related Financial Disclosures Announces Backing for Cross-Reference Tables in Corporate Reporting The Taskforce on Nature-related Financial Disclosures (TNFD) signaled its support,
STOXX Europe 600 Ecosystem Grows with New Total Return Futures
ZUG (September 30, 2024) — The STOXX Europe 600 has become the underlying index for Total Return Futures (TRF), launched today on the derivatives exchange
Unscheduled Component Change in SDAX
ZUG (September 27, 2024) – STOXX Ltd. has announced an unscheduled component change in the SDAX index. Vitesco Technologies Group AG will leave the SDAX
ISS MI Research Reveals Advisors’ Increasing Preference for Active ETFs and Direct Indexing Solutions
NEW YORK (September 26, 2024) – ISS Market Intelligence (MI), a leading provider of data, analytics, insights, media, and events solutions to the global financial
Interest in Active ETFs Is Growing, but Passive ETFs Continue to Dominate Advisor Preferences
The variety of available investment strategies and vehicles can prove overwhelming to investors, encouraging them to rely on financial advisors to sift through the myriad
Materiality Assessments: Expectations and Best Practices
Below is an excerpt from ISS-Corporate’s recently released article “Materiality Assessments: Expectations and Best Practices”. The full article is available on the ISS-Corporate online library.
Investigating Trends in GHG Emissions
Introduction Over the past decade, many investors have been asked to measure the climate impact of their financing activities. This analysis explores the trend of
