15(c) BOARD SERVICES AND ANALYTICS

With over three decades’ experience advising fund companies on strengthening their business, 15(c) Board Services, an ISS 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 15(c) Board Services 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.

FEATURING

2020 U.S. Asset Manager Profitability Report

About ISS 15(c) Board Services

15(c) Services

15(c) Services

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  • Board compensation and structure
  • Contractual advisory fee category benchmarking
  • Subadvised funds: Benchmarking economies of scale
  • On-site board presentations
  • Management fee analysis
  • Funds closed to new investors and 12b-1 fees
  • Contractual advisory fee breakpoint analysis
15(c) Review Features
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15(c) Review Features

  • Analysis of External Fund Distribution Costs Annual Study
  • Fee benchmarking for all mutual funds, including underlying funds for variable annuities
  • Incorporated internal fund level data provided by the fund management company
  • Independent research and production from a trusted third party
  • Standardized peer group methodology, which can be augmented to fine-tune the identification of peer funds
  • Incorporated internal fund level data provided by the fund management company
On-Site Board Presentations
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On-Site 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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