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Institutional Shareholder Services 2007 Policy Change Public Comment Period (PDF)

3 pages. Excerpt: For the first time, Institutional Shareholder Services ('ISS') is making use of a public comment period as it considers certain policy changes for 2007. The two topics that are most relevant to compensation professionals are (1) the corporate performance test in evaluating the effectiveness of directors and (2) options backdating and springloading policies. The public comment period ends on October 11, 2006; comments may be provided via the ISS website [www.issproxy.com].

Institutional Shareholder Services' 2005 Policy Changes (PDF)

7 pages. Excerpt: Institutional Shareholder Services ('ISS') recently released its 2005 policies for voting recommendations on proxy proposals, which include changes from prior policies in several important executivecompensation areas. The most significant changes that will be of concern to companies pertain to equity compensation plans covering employees or directors.

Institutional Shareholder Services Policy Changes for 2004 (PDF)

3 pages. Excerpt: Institutional Shareholder Services ('ISS') recently released changes to its 2004 policy guidelines for voting recommendations on proxy analyses for companies with meeting dates on or after February 1, 2004. The policy changes include various executive compensation related matters, the most significant of which concerns equity compensation plans and new CEO pay-for-performance guidelines.

Institutional Shareholder Services Inc. Draft 2012 Policy Changes (PDF)

5 pages. "On October 18, ISS issued draft policy changes for the 2012 proxy season for public comment. Four changes to its U.S. executive compensation policies were proposed, one of which affects ISS' evaluation of pay-for-performance alignment and will have significant implications for public corporations."

Institutional Shareholder Services Releases its 2019 Policy Survey Questionnaire

"The Survey includes questions regarding the following compensation and corporation governance matters: [1] The ISS quantitative pay-for-performance methodology for evaluating U.S. and Canadian companies. [2] Non-employee director pay. [3] Gender diversity on Boards. [4] Board qualifications matrix. [5] Director accountability for service on other Boards."

ISS Publishes 2026 Benchmark Policy Changes

"Institutional Shareholder Services (ISS) has released its benchmark voting policy updates for 2026, with notable shifts in board accountability for capital structures and responsiveness, executive compensation assessments, evaluation of equity plans, and ISS's approach to key environmental and social shareholder proposal topics. The updated policies will generally apply to shareholder meetings taking place after February 1, 2026."

An Overview of ISS' Equity Plan Scorecard (EPSC) Model (PDF)

9 pages. "If you are considering taking a request to shareholders for the approval of shares for an equity compensation plan and a significant number of your shareholders are influenced by the Institutional Shareholder Services (ISS) vote recommendations, you should understand how ISS evaluates equity plan proposals. This document provides an overview of ISS' EPSC model which ISS uses to evaluate equity compensation plan proposals"

ISS Announces Equity Plan Data Verification Portal for Issuer Review (PDF)

1 pages. "On August 14th, Institutional Shareholder Services (ISS) announced the release of a new portal for companies to review and verify the accuracy of data used by ISS in its evaluation of equity compensation plan proposals submitted to shareholders after September 8, 2014.... [The portal] offers U.S. companies the opportunity to ensure ISS has accurately captured key aspects of its new or amended equity plan prior to the release of ISS' s vote recommendation. Equity plan data verification items cover equity plan provisions, outstanding stock and convertibles, equity grant activity, and shares reserved and outstanding under the equity compensation program."

Text of ISS Frequently Asked Questions: U.S. Executive Compensation Policies (PDF)

29 pages. 69 Q&As covering: [1] Financial data: total shareholder return and revenue; [2] Pay for performance evaluation; [3] Determining peer companies; [4] Problematic pay practices/commitments on problematic pay practices; [5] Frequency of advisory vote on executive compensation; [6] Advisory vote on golden parachutes (SOGP).

ISS Releases 2017 Policy Survey

"Through its annual policy survey, Institutional Shareholder Services (ISS) seeks feedback from institutional investors, public companies, corporate directors and the consulting and legal communities on emerging trends in corporate governance and executive compensation and other matters as part of its policy formulation process. The policy survey often provides an advance read on where ISS is heading on a particular issue."