NEW YORK, (September 24, 2025) – Institutional Shareholder Services Inc. (“ISS”), part of the ISS STOXX group of companies and a leading provider of investment stewardship solutions to the global financial community, today launched a new Engagement Disclosure Solution, designed to enable institutional investors to showcase their engagement activities and meet global regulatory and best practice standards for disclosure. The audit-ready solution supports collaborative, self-managed, and third-party engagements, with customizable, branded outputs for public display on the investor’s website or as part of internal engagement reporting. The solution fully automates data upload, output preparation, and disclosure of engagements with companies inside or outside of investors’ portfolios.
Lorraine Kelly, Global Head of Investment Stewardship Solutions at ISS STOXX said: “As a leading provider of stewardship solutions and a trusted partner to the global institutional investor community, we are pleased to launch our Engagement Disclosure Solution, the latest new offering in our comprehensive suite of engagement, voting and workflow solutions.” Kelly added: “Our differentiated solution leverages innovative and proprietary ISS technology to empower institutional investors to articulate their own engagement narrative in an increasingly sophisticated and varied global environment of regulatory and shareholder democracy requirements.”
The ISS Engagement Disclosure Solution streamlines regulatory reporting, supporting structured reporting under Sustainable Finance Disclosure Regulation (SFDR), Shareholder Rights Directive II (SRD II), Stewardship Codes, and other national and global standards. In tandem with supporting investors’ compliance with global standards, the solution enables investors to enhance transparency to a variety of constituents, by clearly communicating engagement activities to clients, regulators, and beneficiaries. Investors can also choose to restrict certain engagement data disclosure to internal users only, for enhanced control and confidentiality.
This new engagement solution automates manual processes, thereby reducing administrative burden and minimizing the risk of reporting errors by reducing reliance on manual data input. It allows investors to integrate and disclose all engagement types – including self-managed, collaborative, third-party, and our Sustainability Solutions’ Norm-Based and Thematic Engagement data – within a single, unified environment. It complements ISS’ existing comprehensive suite of voting engagement and disclosure solutions, collaborative engagement services and other workflow solutions which support a wide variety of investor use cases.
The new solution helps investors streamline IT operations and ensure data integrity by securely transferring engagement data using automated SFTP and API channels. ISS Governance clients can also upload any engagement data through ProxyExchange.
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About ISS Governance
Founded in 1985 as Institutional Shareholder Services (ISS) Inc., ISS Governance is a leading global provider of independent and objective shareholder meeting research and recommendations, providing multiple voting policy choices as well as end-to-end workflow solutions for institutional investors. More than 1,600 clients worldwide utilize ISS Governance’s actionable expertise to help them make informed investment stewardship decisions, and to help them manage their voting responsibilities. Covering over 50,000 meetings annually, ISS Governance leverages its extensive global footprint, deep experience, high quality data and analysis, unified client support, and technology infrastructure to continuously evolve and extend its innovative suite of solutions to meet clients’ evolving portfolio, fiduciary, and stewardship requirements.
About ISS STOXX
ISS STOXX GmbH through its group companies, is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements. With roots dating back to 1985, we today deliver world-class benchmark and custom indices across asset classes and geographies and serve as a premier source of independent corporate governance, sustainability, cyber risk, and fund intelligence research, data, and related offerings. Our products and services give clients the scale and leverage they need to grow their business more effectively and efficiently. ISS STOXX, which is majority owned by Deutsche Börse Group, is comprised of more than 3,800 professionals operating across 20 global locations in 20 countries. Its approximately 5,000 clients include many of the world’s leading institutional investors who turn to ISS STOXX for its objective and varied offerings, as well as companies focused on ESG, cyber, and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS STOXX’s expertise to help them make informed decisions to benefit their stakeholders.
Media Contact:
Sarah Ball
Executive Director, Communications
press@iss-stoxx.com
ISS Launches Engagement Disclosure Solution
NEW YORK, (September 24, 2025) – Institutional Shareholder Services Inc. (“ISS”), part of the ISS STOXX group of companies and a leading provider of investment stewardship solutions to the global financial community, today launched a new Engagement Disclosure Solution, designed to enable institutional investors to showcase their engagement activities and meet global regulatory and best practice standards for disclosure. The audit-ready solution supports collaborative, self-managed, and third-party engagements, with customizable, branded outputs for public display on the investor’s website or as part of internal engagement reporting. The solution fully automates data upload, output preparation, and disclosure of engagements with companies inside or outside of investors’ portfolios.
Lorraine Kelly, Global Head of Investment Stewardship Solutions at ISS STOXX said: “As a leading provider of stewardship solutions and a trusted partner to the global institutional investor community, we are pleased to launch our Engagement Disclosure Solution, the latest new offering in our comprehensive suite of engagement, voting and workflow solutions.” Kelly added: “Our differentiated solution leverages innovative and proprietary ISS technology to empower institutional investors to articulate their own engagement narrative in an increasingly sophisticated and varied global environment of regulatory and shareholder democracy requirements.”
The ISS Engagement Disclosure Solution streamlines regulatory reporting, supporting structured reporting under Sustainable Finance Disclosure Regulation (SFDR), Shareholder Rights Directive II (SRD II), Stewardship Codes, and other national and global standards. In tandem with supporting investors’ compliance with global standards, the solution enables investors to enhance transparency to a variety of constituents, by clearly communicating engagement activities to clients, regulators, and beneficiaries. Investors can also choose to restrict certain engagement data disclosure to internal users only, for enhanced control and confidentiality.
This new engagement solution automates manual processes, thereby reducing administrative burden and minimizing the risk of reporting errors by reducing reliance on manual data input. It allows investors to integrate and disclose all engagement types – including self-managed, collaborative, third-party, and our Sustainability Solutions’ Norm-Based and Thematic Engagement data – within a single, unified environment. It complements ISS’ existing comprehensive suite of voting engagement and disclosure solutions, collaborative engagement services and other workflow solutions which support a wide variety of investor use cases.
The new solution helps investors streamline IT operations and ensure data integrity by securely transferring engagement data using automated SFTP and API channels. ISS Governance clients can also upload any engagement data through ProxyExchange.
###
About ISS Governance
Founded in 1985 as Institutional Shareholder Services (ISS) Inc., ISS Governance is a leading global provider of independent and objective shareholder meeting research and recommendations, providing multiple voting policy choices as well as end-to-end workflow solutions for institutional investors. More than 1,600 clients worldwide utilize ISS Governance’s actionable expertise to help them make informed investment stewardship decisions, and to help them manage their voting responsibilities. Covering over 50,000 meetings annually, ISS Governance leverages its extensive global footprint, deep experience, high quality data and analysis, unified client support, and technology infrastructure to continuously evolve and extend its innovative suite of solutions to meet clients’ evolving portfolio, fiduciary, and stewardship requirements.
About ISS STOXX
ISS STOXX GmbH through its group companies, is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements. With roots dating back to 1985, we today deliver world-class benchmark and custom indices across asset classes and geographies and serve as a premier source of independent corporate governance, sustainability, cyber risk, and fund intelligence research, data, and related offerings. Our products and services give clients the scale and leverage they need to grow their business more effectively and efficiently. ISS STOXX, which is majority owned by Deutsche Börse Group, is comprised of more than 3,800 professionals operating across 20 global locations in 20 countries. Its approximately 5,000 clients include many of the world’s leading institutional investors who turn to ISS STOXX for its objective and varied offerings, as well as companies focused on ESG, cyber, and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS STOXX’s expertise to help them make informed decisions to benefit their stakeholders.
Media Contact:
Sarah Ball
Executive Director, Communications
press@iss-stoxx.com
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