Institutional Shareholder Services, Inc.

Institutional Shareholder Services, Inc.

Institutional Shareholder Services, Inc.

Overview
Date Founded

1999

Headquarters

702 King Farm Boulevard,Suite 400,Rockville, MD 20850-5774

Type of Company

Private

Employees (Worldwide)

1,550

Industries

Management Consulting
IT Consulting & Services
Accounting & Financial Services
Other Business & Consulting Services
Holding Companies
Commercial Scientific Research

Company Description

Institutional Shareholder Services, Inc. provides proxy voting and corporate governance services. The firm seeks to help institutional investors meet their fiduciary responsibilities and provide turnkey research, voting and analytical database solutions. The company was founded in 1985 and is headquartered in Rockville, MA.

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Executives & Employees

President & Chief Executive Officer

Chief Financial Officer

General Counsel

Head of Global Human Resources

Managing Director & Head of Sustainable & Responsible Investment

Head of Corporate Responsibility

Head of Global Institutional Sales

Head of Global Voting & Data Operations

Head of Global Sales Operations & Intelligence

Deputy Director & Head of Special Situations Research

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Institutional Shareholder Services, Inc.
Recent Transactions
Details Hidden

Argonaut Gold, Inc. purchases Alio Gold, Inc.

Details Hidden

Genstar Capital Management LLC, Institutional Shareholder Services, Inc. purchase Corporate Analysis Enhanced Responsibility

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Institutional Shareholder Services, Inc. purchases Strategic Insight from Genstar Capital Management LLC

Transaction Clients
Investment Advisor

Advised on Argonaut Gold, Inc. purchases Alio Gold, Inc.

Investment Advisor

Advised on Books-A-Million, Inc. /Management purchases Books-A-Million, Inc.

Investment Advisor

Advised on Queijo Holding Corp. purchases Brazil Fast Food Corp.

Transaction Advisors
Investment Advisor

Advised onSpectrum Equity Management LP, General Atlantic LLC, Riskmetrics Group LLC, TCMI, Inc. purchase Institutional Shareholder Services, Inc.

Legal Advisor

Advised onGenstar Capital Management LLC, Institutional Shareholder Services, Inc. /Private Group purchase Institutional Shareholder Services, Inc. from Vestar Capital Partners, Inc.

Legal Advisor

Advised onGenstar Capital Management LLC, Institutional Shareholder Services, Inc. /Private Group purchase Institutional Shareholder Services, Inc. from Vestar Capital Partners, Inc.

Legal Advisor

Advised onSpectrum Equity Management LP, General Atlantic LLC, Riskmetrics Group LLC, TCMI, Inc. purchase Institutional Shareholder Services, Inc.

Legal Advisor

Advised onSpectrum Equity Management LP, General Atlantic LLC, Riskmetrics Group LLC, TCMI, Inc. purchase Institutional Shareholder Services, Inc.

Legal Advisor

Advised onGenstar Capital Management LLC, Institutional Shareholder Services, Inc. /Private Group purchase Institutional Shareholder Services, Inc. from Vestar Capital Partners, Inc.

Advisors & Consultants
Legal Advisor

Shareholder at Greenberg Traurig LLP

Legal Advisor

Managing Partner, Executive Compensation & Benefits Practice Group at Sullivan & Cromwell LLP

Legal Advisor

Chair, Venture Capital Practice Group at Willkie Farr & Gallagher LLP

Clients

FactSet Research Systems Inc. (the \"Company\" or \"FactSet\") is a global provider of integrated financial information, analytical applications and services for the investment and corporate communities. Since inception, global financial professionals have utilized the Company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the Company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. The Company primarily delivers insight and information through the workflow solutions of Research, Analytics and Trading, Content and Technology Solutions (\"CTS\") and Wealth. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The Company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces (\"APIs\"). The Company’s revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.

CalSTRS is administered by a 12-member Teachers' Retirement Board. The objectives of the firm’s investment committee are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

CalPERS’ assets are managed by the CalPERS Board of Administration. CalPERS invests across a range of asset classes including global equity, private equity, fixed-income, real estate, infrastructure, forest land, inflation-linked bonds, liquidity and trust level. Strategies are managed both internally and through external managers. CalPERS' Global Equity Strategy is responsible for CalPERS investments in securities traded in global public equity markets, including in-house management of index-oriented and active strategies, externally managed active strategies, the Multi-Asset Class Partners Program, and active strategies run by emerging managers (Global Equity Emerging Manager Program). Global Equity is the principal asset class providing growth exposure in the strategic asset allocation. CalPERS Income Strategy primarily consists of US and international fixed income strategies. CalPERS' inflation-linked asset class is made up of two main asset types: commodities (including commodity futures, forwards, swaps, structured notes, and options) and inflation-linked bonds. Forestland investments are long-term investments. The return drivers include biological growth, timber prices, and land values. Forestland targets investments within the timber and agriculture sectors. CalPERS' Liquidity Strategy consists of highly liquid short-term securities with maturities of less than 10 years. Real Estate strategy focuses on US core assets with moderate leverage. CalPERS' Trust Level Portfolio Management Program (TLPM) is responsible for delivering targeted, risk-adjusted, total fund level investment returns over the long-term, anchored by the belief that strategic asset allocation is the dominant determinant of portfolio risk and return.

Non-Profit Donations & Grants
Investors
Details Hidden

BNY Mellon-Alcentra Mezzanine Partners provides senior and subordinated debt and equity capital to middle-market North American companies. The firm tends to invest in companies in the healthcare services, business services, defense and government services sectors. They target companies with EBITDA of $5 million to $50 million. Companies should also have unique competitive advantages, experienced management teams, predictable cash flows, Products, services or distribution channels with distinctive competitive advantages and demonstrated growth. Investments range from $7 million to $40 million. BNY Mellon-Alcentra Mezzanine Partners also participates in larger transactions through investments with their affiliates.gc

Details Hidden

Genstar focuses on middle market companies headquartered in North America. The firm invests in targeted segments of the healthcare, financial services, software and industrial technology industries. They partner with management teams and take control positions & serves on the boards.

Details Hidden

Chief Executive Officer & President at Strategic Insight

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