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Proxy advisory firm Institutional Shareholder Services (ISS) recently updated its frequently asked questions (FAQs) for US proxy voting policies and procedures (excluding compensation-related policies and procedures). The following is a brief summary of the new/updated FAQs.
Continue Reading ISS Updates Frequently Asked Questions for US Proxy Voting Policies and Procedures for 2017

Proxy advisory firm Institutional Shareholder Services (ISS) recently made changes to its US Equity Plan Score Card (EPSC), the ISS tool to evaluate equity plans, which will go into effect for meetings of shareholders held on or after February 1. The following is a brief summary of the changes to the EPSC methodology.
Continue Reading ISS Releases Changes to Equity Plan Score Card for 2017

On November 21, ISS published its 2017 Proxy Voting Guideline Updates, which will be in effect for meetings held on or after February 1, 2017. The US 2017 updates cover numerous policies, with significant changes summarized below:

Restricting Binding Shareholder Proposals

ISS introduced a new policy to recommend against or withhold from members of the governance committee if a company’s charter imposes undue restrictions on shareholders’ ability to amend its bylaws. Such restrictions include outright prohibition on the submission of binding shareholder proposals, or share ownership requirements or time holding requirements in excess of SEC Rule 14a-8.
Continue Reading ISS Releases 2017 Proxy Voting Guideline Updates

On October 31, proxy advisory firm Institutional Shareholder Services Inc. (ISS) opened the data verification period for QualityScore (formerly QuickScore), its corporate governance rating system, which will remain open until 8:00 p.m. (ET) on November 11. During the data verification period, companies are encouraged to access ISS’s data verification site on Governance Analytics, which can be found here, to verify the ISS data that will be included in QualityScores and provide feedback. Companies that do not have a login can request one via email here.
Continue Reading ISS Opens Data Verification Period

On September 28, Institutional Shareholder Services (ISS), a leading proxy advisory firm, published the results of its 2015–2016 global voting policy survey. The survey, which received 421 responses from a combination of institutional investors, corporate issuers and advisors and other corporate governance stakeholders, is an important component in ISS’ voting policy formulation process.
Continue Reading ISS Publishes Results of 2015–2016 Annual Global Policy Survey