Setting the standards for vote disclosure best practices

Turnkey recordkeeping & disclosure services to help efficiently showcase active ownership and cost-effectively achieve compliance with global regulatory requirements, stewardship codes, and best practice guidelines.

Vote Disclosure Services

With today’s focus on ESG, asset managers, mutual fund complexes, and asset owners are looking to showcase their active ownership, alongside meeting regulatory requirements, stewardship codes, and best practice standards for corporate governance disclosure.

ISS provides a fully outsourced solution to help investors tell their stewardship story, while also providing a cost-effective solution to meet regulatory mandates and best practice disclosure and transparency of voting policies and practices for investors in global markets.

Vote Disclosure Services

Tell your stewardship narrative and meet regulatory & best practice standards for disclosure

Branded vote disclosure website development and hosting to help you make your portfolio-level voting records accessible to clients and other stakeholders.

Premium, interactive dashboards provide for dynamic display of voting records via statistical graphics, with the opportunity to highlight key votes.

Meet local market stakeholders needs with support for foreign language overlay in French, Dutch & German



Vote Disclosure Services

Customizable, interactive dashboard of graphical voting statistics, including:

    • Votes Cast by Proposal Category
    • Votes Cast by Type
    • Alignment with Management
    • Meetings by Type, Sector, Market
Vote Disclosure Services

Flexibility to display information by portfolio, fund, issuer, market or meeting date, with the ability to drill into detailed meeting information for additional content.

Vote Disclosure Services

Incorporate your branding, logo and color scheme into ISS hosted website to seamlessly make your policies and voting records available to stakeholders.

Vote Disclosure Services

Export content for stakeholder reporting.

Vote Disclosure Services

Select & highlight keys votes, such as votes against management or ESG shareholder proposals, and define “significant meetings” for disclosure, which can also assist with SRD II requirements.

Vote Disclosure Services

Websites can allow for custom disclosure periods, including past meetings or meetings voted in advance of the meeting date, with the ability to search by fund, company, ticker, and meeting date.

Vote Disclosure Services

Create a standalone site or embed vote records within your current public website structure for stakeholder disclosure.

Vote Disclosure Services

Support for foreign language translation overlay in Dutch, French & German.

Explore Vote Disclosure Services
in action.

Click images to view dashboard samples.

ISS Vote Disclosure Services can help you meet regulatory as well as best practice standard for

  • US Securities and Exchange Commission Form N-PX
  • National Instrument (NI) 81-106 website disclosure in Canada
  • UN PRI Signatories
  • UCITS Directive in Europe
  • UK Stewardship Code
  • EC Action Plan for Corporate Governance
  • EU Shareholder Rights Directive II (SRD II)
  • EFAMA Code for External Governance
  • Minder Swiss Ordinance for Pension Fund Voting
  • BVI Code of Conduct in Germany
  • Eumedion Best Practices in Netherlands
  • Assogestioni Principe in Italy
  • Japan Stewardship Code
  • Financial Services Council (FSC) Standard No. 13 and Standard No. 20 in Australia
  • Stronger Super Reforms (RG 252) in Australia

For investment managers that are looking to comply with SEC rules for disclosure of proxy voting policies and proxy voting records, ISS provides fully outsourced file preparation services, including: 

    • ASCII or HTML format reports to meet SEC Form N-PX requirements
    • Cover letter and signature page service available for Form N-PX reports

Data management services through file transfer from third party sub-advisors, vote record ingestion, file creation for SEC Form N-PX, and file retention for record keeping purposes. 

Vote Disclosure Services

Reimagine Your Proxy Voting Experience

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