Drive your governance.

Built on the ProxyExchange platform, PolicyEngine enables a highly customized approach to governance by bringing unparalleled insight into the creation and automation of your voting policy.

Using ISS’ comprehensive data set and logic-based automation, PolicyEngine provides an intelligent solution to drive vote recommendations based on your specific requirements.

PolicyEngine is an online platform for bringing greater transparency and control over the setup, management, and output of a custom policy.

An end-to-end solution for the management of your policy and implementation of your voting recommendations.

  • Set static, policy-based or condition-based vote instructions, by region, market and agenda
  • View the data inputs and vote recommendation drivers that are used to apply your policy, allowing you to effectively engage with their stakeholders and report on voting decisions.
  • Leverage premium features to better fine-tune your policy by testing and modeling policy changes, before you activate them
  • Compare policies and assess alignment of your policy and ISS’, or any other policy you subscribe to
  • Determine how potential changes to a condition or threshold may impact vote recommendations

FULLY INTEGRATED WITH PROXYEXCHANGE, POLICYENGINE PROVIDES:

TRANSPARENCY

Built on the ProxyExchange platform, Policy Engine gives transparency into how policies are applied.

INTELLIGENCE

Premium, add-on modules for better fine-tuning of your policy based on your specific needs.

CONTROL

Refined region and market-specific set up, including detailed reporting, backtesting and benchmarking add-ons.

FLEXIBILITY

The capabilities to set static, policy-based or condition-based vote instructions.

PolicyEngine streamlines your workflow, as you look to serve the interests of your clients and meet your fiduciary responsibilities. PolicyEngine can be used in conjunction with Custom Research Services, or can be utilized as a standalone to create and manage a custom policy in a ‘sandbox’ environment. With high-touch support and consultative service available through ISS’ custom research team, you can be confident that your unique governance views are carried out.

FINER CONTROL WITH POLICYENGINE’S PREMIUM ADD-ONS

SANDBOX

This add-on provides a secure and iterative environment to prototype policy changes before activation – test custom policies and model the scenarios they might generate.

BENCHMARK

Compare policies or access alignment of your policy and ISS’, or any other policy you subscribe to. This add-on provides a snapshot of how policies stand relative to others.

BACKTEST

Replay a custom policy for any period of time, for any list of securities, and determine how potential changes to a condition or threshold may impact vote recommendations.

Download Product Brochure

To access the product factsheet, please complete your registration information below.
CAPTCHA

By sending this form, you have read and agreed to our Terms of Use.

Please wait...

Contact Solutions Expert

Thanks for your interest. Fill in all the required information and we'll get back to you shortly.
CAPTCHA
By sending this form, you have read and agreed to our Terms of Use.
Please wait...

Start typing and press Enter to search