Institutional Shareholder Services’ Voting Analytics with N-PX Data Added to Database on WRDS

PHILADELPHIA--()--Wharton Research Data Services (WRDS), the award-winning data research platform and business intelligence tool for corporate, academic and government institutions worldwide, is pleased to announce the addition of Institutional Shareholder Services’ (ISS) N-PX Voting Analytics Data to the WRDS database. A part of the Wharton School of the University of Pennsylvania, WRDS provides global corporations, universities and regulatory agencies the thought leadership, data access and insights needed to accelerate impact.

ISS’ proprietary governance datasets, analytics and expertise uncover risks in the areas of board, audit, compensation, shareholder rights, and more. ISS’ third-party delivery platform for academics is provided through WRDS.

“We’re so pleased about the addition of ISS’ N-PX Voting Analytics Data to the WRDS database,” said Robert Zarazowski, Managing Director of WRDS. “In an era of increased scrutiny over shareholder proposals, compensation and corporate governance, N-PX provides WRDS’ academic users with critical data that is hard to find elsewhere. Adding this new component to an existing dataset is another example of our commitment to providing the most useful and timely information available.”

”ISS welcomes the opportunity to deepen our partnership with Wharton Research Data Services through the provision of enhanced data sets covering mutual fund voting patterns, “ said Marija Kramer, ISS’ Head of Product Development. “As a leading provider of extra-financial data and ESG solutions to investors globally, ISS is pleased to support the many academics and practitioners who rely on WRDS.”

Quick stats | N-PX Voting Analytics Data

  • U.S. mutual fund voting records for all institutions filing SEC form N-PX
  • Global institutions covered by ISS outside SEC U.S. disclosures
  • Coverage since 2003

Quick Stats | ISS

Voting Results

  • Analyze vote results at company and proposal level and identify trends in corporate governance with option to access ISS vote recommendations.
  • Coverage from 1997-2006: S&P 1500. Coverage from 2003: Russell 3000

Shareholder Proposals

  • Access proposals that came to a vote plus those that were withdrawn by the proponent or allowed to be omitted from the proxy by the SEC.
  • Access lead filer of the proposal, the meeting date, and outcome
  • Coverage from 1997 for S&P 1500 and 2006 for Russell 3000

Directors

  • Information on Directors from S&P 1500 companies including job title, gender, committee affiliations, tenure and more.

Learn more about ISS and N-PX Data: http://www.whartonwrds.com/datasets/iss/

Recent research using Voting Analytics

Institutional Investors and Proxy Voting: The Impact of the 2003 Mutual Fund Voting Disclosure Regulation, M. Cremers (University of Notre Dame), R. Romano (Yale University)

Voting Through Agents: How Mutual Funds Vote on Director Elections, S. Choi (New York University), J. Fisch (University of Pennsylvania), M. Kahan (New York University)

Mutual Funds as Monitors: Evidence from Mutual Fund Voting, A. Morgan (Clemson University), A. Poulsen (University of Georgia), J. Wolf (Clemson University), T. Yang (Villanova University)

The Role of Mutual Funds in Corporate Governance: Evidence from Mutual Funds’ Proxy Voting and Trading Behavior, Y. Duan (University of Alberta), Y. Jiao (University of California, Riverside)

About WRDS

Wharton Research Data Services (WRDS) is the award-winning research platform and business intelligence tool for 40,000+ corporate, academic, government and nonprofit users at 400+ institutions in 30+ countries. WRDS provides the user with one location to access 250+ terabytes of data across multiple disciplines including Accounting, Banking, Economics, ESG, Finance, Healthcare, Insurance, Marketing, and Statistics. Flexible data delivery options include a powerful web query method that reduces research time, the WRDS Cloud for executing research and strategy development, and the WRDS client server using PCSAS, Matlab, Python and R. Our Analytics team, doctoral-level support and rigorous data review and validation give clients the confidence to tailor research within complex databases and create a wide range of reliable data models.

From partnerships with data vendors to our own tools, including the WRDS SEC Analytics Suite and Event Study by WRDS, Wharton Research Data Services is the global gold standard in data management and research, all backed by the credibility and leadership of the Wharton School.

About the Wharton School

Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community and one of the most published business school faculties, Wharton creates economic and social value around the world. The Wharton School has 5,000 undergraduate, MBA, executive MBA, and doctoral students; more than 9,000 participants in executive education programs annually and a powerful alumni network of 94,000 graduates.

About ISS

Institutional Shareholder Services Inc. (ISS) is the world’s leading provider of corporate governance and responsible investment solutions for asset owners, asset managers, hedge funds, and asset servicing providers. ISS’ solutions include: objective governance research and recommendations; responsible investment data and screening, analytics, and research; end-to-end proxy voting and ballot distribution solutions; turnkey securities class-action claims management; and extensive governance data and modeling tools. Institutional clients turn to ISS to apply their corporate governance views, identify environmental, social and governance risk, and manage their complete proxy voting needs on a global basis. ISS is a global company with approximately 900 employees spread across 17 offices in 12 countries. ISS covers 39,000 shareholder meetings in 115 countries annually, delivering proxy research and vote recommendations while working closely with clients to execute more than 8.5 million ballots representing two trillion shares.

Contacts

Wharton Research Data Services
Robin Nussbaum Gold
877-438-9737
wrds@wharton.upenn.edu

Release Summary

Institutional Shareholder Services’ Voting Analytics with N-PX Data Added to Database on Wharton Research Data Services (WRDS)

Contacts

Wharton Research Data Services
Robin Nussbaum Gold
877-438-9737
wrds@wharton.upenn.edu