Loyola University Chicago

Quinlan School of Business

Introduction

ISS delivers proxy research and vote recommendations while working closely with its clients to execute +8.5M ballots annually representing 3.8 trillion shares. ISS’s RI research covers +20,000 companies across the globe. ISS’s solutions help the financial professionals including asset owners, asset managers, hedge funds, and asset service providers to manage governance risk. For more information, please visit ISS website.

 

The following dataset is available that could be used in academic research for both faculty and students.

 

Shareholder Proposals

  • Coverage from 1997 on SP1500
  • Includes all proposals including those that were not voted (omitted from agenda)
  • Variables such as lead filer, meeting date, and vote outcome

Voting Analytics

  • Company Meeting Results
    • Coverage from 2003 on R3K
    • Global companies included from 2013
    • Includes all agenda items on ballot
  • Mutual Fund Vote Records
    • US Mutual Fund Vote Records for all institutions filing Form NPX since 2003
    • Global institutions available from 2013

ExecComp Analytics

  • CEO/NEO Pay Statistics
  • Compensation Plan Details and Metrics
  • Executive Pay Benchmarking
    • Dynamic Company Comparison (evaluate CEO/NEO Pay)
    • Advanced Data Search (Review large data sets to compare company practices)
    • Company Profile Reports
  • Equity Plan Benchmarking
    • Review company pay plans including attributes and peer comparisons
  • Pay for Performance
    • Simulation tool to evaluate P4P scenarios based on input assumptions
  • Form 4 Data
    • View executive ownership details including holdings, grants and dispositions