Strooga Consulting is pioneering new research on environmental, social and governance (ESG) integration by drawing on data solutions from Institutional Shareholder Services (ISS), a provider of corporate governance and responsible investment (RI) solutions for the investment industry.
ISS’ robust extra-financial data sets will enable Strooga Consulting to competitively assess voting patterns of leading mutual fund managers along a variety of ESG issues. Voting analytics will be featured in Strooga’s annual ESG Compliance Review to be released in the second half of 2018.
One of the key rights as a shareholder is the ability to vote on corporate governance issues. Retail and institutional mutual fund investors generally delegate this voting responsibility for the underlying securities to their mutual fund provider. While over USD7.8 trillion resides in domestic equity mutual funds, many investors are just starting to recognise this important aspect of investment governance. As a result, mutual fund managers are finding that shareholder engagement and voting is an emerging competitive differentiator.
“How a mutual fund votes on management issues and shareholder resolutions will be increasingly scrutinised by retail and institutional investors seeking to align values with investing,” says Bridget Bearden (pictured), founder of Strooga Consulting. “This unique research will track voting behaviour historically and going forward.”
The ESG Compliance Review is a comparative assessment of ESG integration among leading asset managers. The report will focus on various integration approaches, firm alignment, market positioning, and proxy voting behaviour. The ESG Compliance Review is part of Strooga Consulting’s ESG Series, a subscription-based research suite. To learn more about subscription, please contact Strooga Consulting.
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