ROCKVILLE, Md. (May 17, 2021) — Institutional Shareholder Services Inc. (ISS), a leading provider of market intelligence and fund services to the global asset management community, today announced it has acquired the business of New York-based Genesys Research.
Founded in 2003, Genesys is a leading provider of product intelligence to the asset management and insurance communities, delivering to leading asset managers and insurance providers a combination of data and research solutions focused on the subadvisory and platform markets. Genesys services include competitor benchmarking, proprietary product scoring metrics, and opportunity assessment tools, all supported by well-regarded strategic perspective and market expertise.
“The combination of Genesys Research’s capabilities with our existing platform solutions supports our continued mission of delivering a unique combination of data, analytics, and insight capabilities to our clients,” said Ben Doob, Head of ISS Market Intelligence (ISS MI). “Clients will have a comprehensive suite of solutions focused on this area of the market, which will help them to understand their competitive position, identify and track product opportunities, and access support and guidance from an unmatched team of industry experts. We are excited to welcome the Genesys team as well as their clients to the ISS MI family.”
The Genesys team will join ISS MI and focus on the continued expansion of product capabilities and client engagement across its platform and research groups. In the near term, clients will benefit from access to a combination of both Simfund Subadvisory products and Genesys Fund Intel Toolkit solutions, as well as Genesys’ leading offerings on relevant market developments, fund research, and platform diligence. In the future, the fully integrated solution will be part of the global ISS MI platform, which will further empower clients through coverage of additional geographies, integration of proprietary product metrics, and use of advanced analytics.
“We are thrilled to join ISS MI and continue our efforts to deliver powerful solutions to clients that facilitate their strategic decision making. ISS’ global platform and capabilities will provide significant opportunities to scale our combined solutions to reach more markets and to support clients facing an increasingly complex landscape of opportunities,” said Genesys founder Gene Liu.
To learn more about Genesys Research, please click here.
Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS, which is majority owned by Deutsche Börse Group, along with Genstar Capital and ISS management, is a leading provider of corporate governance and responsible investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations, globally. ISS operates on an arm’s-length basis and Deutsche Börse has adopted Principles protecting the independence and integrity of ISS’ research offerings. ISS’ 2,000 employees operate worldwide across more than 30 global offices in 15 countries. Its more than 4,000 clients include many of the world’s leading institutional investors who rely on ISS’ objective and impartial ESG and governance research, market intelligence and fund services and data and analytics, as well as public companies focused on ESG and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS’ expertise to help them make informed investment decisions.
Managing Director, ISS