Stewardship

Investor Workflow Solutions

In addition to our state-of-the-art voting platform, ProxyExchange, we offer workflow solutions that help facilitate a more participatory and efficient proxy voting process.

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Communicator

Our customizable, full-service tool saves stewardship teams time and resources by connecting them to investment professionals, proxy committees, and other stakeholders involved in voting decisions.

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Watch our video to see how you can automate communication across your organization with targeted delivery of proxy research and voting information.

We offer two solutions to fit your needs:

  • Full service: Enable vote execution for users outside of ProxyExchange via email with a fully transparent audit trail.
  • Governance Research/Vote Recommendations only: A simple online interface that lets you deliver one-way information via email to users.

You have full control over how your stewardship activities are organized and executed:

  • Deliver curated content to identified users that highlights proposals of interest via automated emails.
  • Customize rules to deliver relevant content via e-mail to investment professionals.
  • Votes and content are automatically integrated directly into ProxyExchange.

Distribute ISS STOXX benchmark research, custom policy recommendations, Governance QualityScore ratings, and more—directly to decision makers.

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Learn more about how our Investor Workflow Solutions can help your organization be more efficient and informed.

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Vote Preference

Vote Preference, a pass-through voting solution, enables asset managers to capture and execute underlying client vote intentions through a flexible, tech-driven solution—supporting multiple policy options, custom preferences, and split vote execution.

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  • Innovative Technology

    Our tools allow you to offer customized vote preference strategies for separately managed and pooled products.

  • Collaboration and Execution

    Enable investors to monitor meetings and submit votes through a user-friendly interface with automated email notifications.

  • Policy Options

    Support diverse client needs with policies such as ISS Benchmark, Sustainability, and Taft-Hartley and other policy choices.

  • Customizable Vote Management

    Communicate targeted meeting details, accept vote instructions, and capture split votes—with full transparency and audit trails.

  • Integration

    Vote Preference seamlessly integrates with our other solutions such as ProxyExchange and Communicator.

Vote Exchange

Our outsourced voting solution is designed to meet SRD II compliance. It gives intermediaries and their clients a mobile-friendly platform to access issuer meeting content, view ballot details, and submit votes in just a few clicks.

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  • Seamless Experience

    Access a mobile-friendly platform that makes it simple for your clients to view meetings and cast votes anytime, anywhere.

  • Comprehensive Use Cases

    Review meeting agendas, ballot information, and vote with just a few clicks.

  • Used Worldwide

    Support voting at more than 75,000 meetings across 100 markets annually.

Related Products

The products and services described on this website are provided by entities within the ISS STOXX group and may be subject to different regulatory frameworks. These entities are separate, but affiliated, subsidiaries of ISS STOXX GmbH.

Stewardship Solutions, which consists of ISS STOXX Governance and ISS STOXX Sustainability, are provided exclusively by Institutional Shareholder Services Inc. (“ISS Inc.”) an Investment Adviser registered with the US Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. ISS Inc. provides its investment advisory services exclusively to institutional clients and does not serve the retail marketplace at this time. Additional information about ISS Inc., including its advisory services, fees, and conflict mitigation practices, is available in ISS’ Form ADV which is accessible through the SEC’s website at sec.gov and also our Compliance page.

All solutions under Indices including STOXX services, such as indices and benchmark data, are provided by STOXX Ltd. and are governed by the EU Benchmark Regulation.

The solutions listed below, which are offered by ISS Market Intelligence, are provided by Asset International Inc and/or its subsidiaries, and are not considered investment advisory services under the Investment Advisers Act of 1940.

ISS Market Intelligence’s class action solutions are provided by Securities Class Action Services, LLC and are not considered investment advisory services under the Investment Advisers Act of 1940.

ISS-Corporate services are provided by ISS Corporate Solutions, Inc. These services are not considered investment advisory services under the Investment Advisers Act of 1940.

This communication and all of the information contained in it, including without limitation all text, data, graphs and charts, is the property of ISS STOXX GmbH and/or its subsidiaries and is provided for informational purposes only. The information may not be modified, reproduced or redisseminated, in whole or in part, without prior written permission from ISS STOXX. All statistics referenced in this document are approximate and updated on an annual basis and, unless otherwise noted, relate to the year ending December 31, 2025.

None of the information included in this communication constitutes an offer to sell (or a solicitation of an offer to buy), or a promotion or recommendation of, any security, financial product or other investment vehicle, and ISS STOXX does not endorse or approve any issuer, securities, financial products.

ISS STOXX MAKES NO EXPRESS OR IMPLIED WARRANTIES OR REPRESENTATIONS WITH RESPECT TO THE INFORMATION.

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