INSTITUTIONAL SHAREHOLDER SERVICES INC.

Overview

Institutional Shareholder Services Inc. (ISS) operates as a corporate entity focused on institutional clients, with SEC registration dating back to 1997. ISS is not a capital allocator; its work centers on advisory, research and service lines rather than managing proprietary investment portfolios. Its advisory activities emphasize pension consulting, publication of periodicals or newsletters, and provision of security ratings or pricing services. The firm identifies as an active ESG investor, which aligns with its well-known role in governance and stewardship research for institutional investors. The firm’s revenue model includes subscription and fixed-fee arrangements, plus other fee types, reflecting a mix of recurring research/subscription products and bespoke consulting engagements. As a pension consultant and provider of security ratings/pricing services, ISS is positioned to advise institutional investors on governance, voting, and related stewardship issues rather than delivering discretionary asset management.

Assets & Accounts

Investments & Alternatives

Location & Offices