Proxy Voting Services

Learn more about
ProxyExchange

ISS offers institutional investors the broadest range of proxy voting and corporate governance solutions, with the simplicity of working with one provider and the ease of using one proven integrated platform, ProxyExchange.

We have more than 25 years experience providing institutional investors of all types - investment managers, pension funds, hedge funds and mutual funds - with innovative and comprehensive solutions for proxy voting management.

Our proxy voting solutions allow clients to control their voting policy and final vote decisions while outsourcing the processing and management parts of the process to a reliable partner. We receive clients' proxy ballots, work with custodian banks, execute votes on clients' behalf, maintain vote records and provide comprehensive reporting to deliver a complete, end-to-end solution.

Our proxy voting platform, ProxyExchange, is designed with input from institutional investors, in order to meet their needs for accurate and reliable voting to help manage their fiduciary responsibilities.

Our vote reporting services keep clients informed with accurate and timely information, including full audit trails and intra-day updates of all fund, meeting and agenda information. Full-record reporting of all funds and fund groups is available in real time, allowing you to demonstrate your level of fiduciary diligence to all stakeholders.

Our ProxyExchange platform and experienced, dedicated account managers provide high-quality, end-to-end proxy voting services. Our voting capabilities, experience and scope of service are relied upon by hundreds of institutions worldwide.

Proxy Voting Service features

Single, integrated platform for corporate governance research, proxy voting and reporting
Detailed share reconciliation to quickly identify and correct ballot and holding discrepancies
Recall triggers to effectively identify meetings of interest, prior to the record date, to allow the recall of shares
Target voting by setting custom lists and tracking companies and meetings that are of special importance
Customized alerts and watchlists for upcoming meetings, contentious issues or other user-defined criteria
Straight-through vote processing
Proven processes combined with advanced voting technology
High touch support by a dedicated and experienced client services team

Our experienced relationship managers supervise the proxy voting process from beginning to end, serving as an extension of your team to coordinate ballot activity, communicate with multiple custody banks and maintain policies and voting records for multiple accounts in multiple markets.

New from ISS

Institutional Shareholder Services Names New Head of Research for Australia and New Zealand

Rockville, MD; Sydney, Australia; May 30, 2013 – Institutional Shareholder Services Inc. (ISS), a leading provider of corporate governance solutions to the global financial community, today announced that Dr. Ulysses Chioatto has joined the firm as Executive Director and Head of Research for Australia and New Zealand.

Institutional Shareholder Services to Open its Platform to Select Research and Data Providers

Rockville, MD; April 18, 2013 – Institutional Shareholder Services Inc. (ISS), a leading provider of corporate governance solutions to the global financial community, today announced that it opened its ProxyExchange™ platform to third party research and data providers in an effort to offer institutional clients a single gateway to access multiple sources of governance research and information.

ISS Response to the U.S. Chamber of Commerce's Guidelines for Proxy Advisory Firms

Rockville, MD; March 21, 2013 – As a firm committed to helping institutional investors exercise their fiduciary duties, ISS could not disagree more with the U.S. Chamber of Commerce’s assertions that the corporate governance system is broken.

ISS Comments on ESMA Principles for Proxy Advisors

Rockville, MD; March 18, 2013 – ISS Comments on Principles Regarding the Proxy Advisory Industry Derived from ESMA's Analysis.

Institutional Shareholder Services Launches ISS Governance QuickScore™

Rockville, MD; February 25, 2013 – Institutional Shareholder Services Inc. (ISS), a leading provider of corporate governance solutions to the global financial community, has launched ISS Governance QuickScore™, a new quantitatively-based scoring and screening solution designed to help institutional investors identify and manage governance risk in companies held in their investment portfolios.

2013 Proxy Season Preview: Environmental and Social Issues

Submitted by root on Fri, 2013-03-15 17:36

For the second year, political issues have surpassed environmental concerns as the top environmental and social (E&S) subject that shareholders will be asked to vote on at annual meetings during the spring proxy season, but both areas contain substantial numbers of resolutions.

Institutional Shareholder Services Offers Meeting Results Service

Rockville, MD; February 6, 2013 – Institutional Shareholder Services Inc. (ISS), a leading provider of corporate governance solutions to the global financial community, has launched a new, comprehensive Meeting Results Service, covering global meetings from January 1, 2013 forward.

2012 Post Season Report: World Markets

Submitted by root on Tue, 2013-03-05 19:04

The 2012 Proxy Season Review of World Markets contains a compilation of our 2012 Post Season Reports by market.