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.
UPCOMING REPORT RELEASE
2021 U.S. Asset Manager Profitability Report (May 2022)
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
Sub-advised funds: Benchmarking economies of scale
Board compensation, structure, and diversity review
Fund Administration Analysis: Analysis of Costs of Services provided in Administration Contract
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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Europe (Germany): +49.89.462.248.100
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