15(c) Board Services

Combining data, perspective, and research resulting in unmatched insight and analytics

With over three decades’ experience advising fund companies on strengthening their business.

15(c) Board Services, an ISS Market Intelligence Business, supports management and board of director’s compliance and due diligence efforts by combining data, perspective, and research resulting in unmatched insight and analytics.

The team is uniquely structured for this service with knowledgeable industry analysts, more than a decade of in-depth fee research, and daily reviews of all new SEC filings. Our research intensive process results in more accurate peer grouping and the most reliable fee data in the industry.

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UPCOMING REPORT RELEASE

2021 U.S. Asset Manager Profitability Report (May 2022)

About ISS MI 15(c) Board Services

15(c) Services

15(c) SERVICES

  • Consultative, Research Driven Expense Group Approach
  • Performance Comparisons defined in consultation with each Client
  • Fund Report and Executive Summary organized to inform management and the directors/trustees
  • Board Presentation Delivered by a Senior Analyst and Customized to fit each Fund Board
Additional Services

ADDITIONAL SERVICES

  • Sub-advised funds: Benchmarking economies of scale
  • Board compensation, structure, and diversity review
  • Advisor Profitability
  • Fund Administration Analysis: Analysis of Costs of Services provided in Administration Contract
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Board Presentations

BOARD PRESENTATIONS

On-site presentations to Boards of Directors are led by senior analysts with specialized expertise in critical areas as product innovation, distribution, sub-advisor oversight, variable annuities and asset management.

Presentations are customized per client, combining general industry trends with specialized topics specified in prior consultations.

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DATA. ANALYTICS. INSIGHT.

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