Council of Institutional Investors

What Council of Institutional Investors does

The Council of Institutional Investors (CII) is a nonprofit, nonpartisan membership association founded in 1985 and headquartered in Washington, D.C., that represents public, union, and corporate pension funds, foundations, endowments, asset managers, non-U.S. asset owners, and service providers. Its mission is to advocate for strong corporate governance, protect shareholder rights, and educate members and the public on governance best practices, with members collectively managing approximately $5.2 trillion in U.S. assets plus more than $5.8 trillion from non-U.S. asset owner associate members and approximately $74 trillion from asset manager associate members.

CII's core products include the weekly Governance Alert newsletter, the Voice of Corporate Governance podcast, member-only governance guides, proxy voting guidelines and stewardship resources, the SEC Rule 14a-8 No-Action Tracker, special reports and publications, and event programming such as the Spring and Fall Conferences and the CII-NYU Law Corporate Governance Bootcamp. Technology is not central to the offering; the SEC No-Action Tracker is a purpose-built database that centralizes daily shareholder proposal filings, while the rest of the product set is content, advocacy, and convening rather than software. A research and education affiliate, CII-REF, publishes cross-jurisdictional governance comparisons.

CII funds itself through annual membership dues (tiered by retirement plan assets or AUM, with bundled and unbundled options) plus conference and event fees, and it operates exclusive member events supported by platinum sponsors such as Innisfree, ISS-Stoxx, and PwC. Distribution is direct via membership enrollment, with no third-party resellers. The organization is governed by a Board of Directors elected from the voting membership and has experienced recent executive transitions, with Glenn Davis serving as Interim Executive Director as of June 2026 following Bob McCormick's 2024 appointment and Amy Borrus's prior tenure.

Name

Council of Institutional Investors

Legal name

Council of Institutional Investors

Website

https://cii.org

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Short description

The Council of Institutional Investors is a nonprofit, nonpartisan membership association founded in 1985 that advocates for corporate governance best practices and shareholder rights on behalf of U.S. public, union, and corporate pension funds, endowments, and foundations.

Ownership category

akta.pro rank

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Dues: Annual dues for voting members billed on a calendar year, calculated based on total assets in employee defined benefit and defined contribution plans. Members choose between bundled (includes conference passes) or unbundled (conference fees paid separately) membership types. Associate members (asset managers, non-U.S. asset owners, service providers) pay dues based on AUM or organizational size measured by employee count.
2. Conference and Event Fees: Revenue from conference registration fees for unbundled members and non-members attending exclusive events including the Spring Conference, Fall Conference, and CII-NYU Corporate Governance Bootcamp.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

The Council of Institutional Investors is a nonprofit, nonpartisan membership association that pools the proxy voting and governance influence of U.S. public pension funds, labor union funds, corporate retirement plans, foundations and endowments to advocate for shareholder rights and corporate governance reforms before companies, regulators and legislators. Its deliverables to members include the private Governance Alert newsletter, members-only governance guides, member-approved proxy voting guidelines, the SEC Rule 14a-8 No-Action Tracker, special reports, the Voice of Corporate Governance podcast, and exclusive Spring/Fall conferences and the CII-NYU Corporate Governance Bootcamp.

Product overview

The Council of Institutional Investors operates as a membership-based advocacy organization offering a unified platform of services for institutional investors. The core offerings include membership access to the Governance Alert Newsletter, Members-Only Governance Guides, and Member Proxy Voting Guidelines and Stewardship Resources. Key data tools include the SEC No-Action Tracker for monitoring shareholder proposal filings, and the annual CII-NYU Law Corporate Governance Bootcamp for professional education. The organization also provides Special Reports & Publications, conference and webinar recordings, and the CII Podcast: The Voice of Corporate Governance for thought leadership content. These products collectively support corporate governance research, advocacy, and professional development for institutional investors.

Differentiator

Problem solved

Functional benefit

Brands

• CII Research and Education Fund (CII-REF): Research and education arm of CII focused on corporate governance

Products and services

• CII Membership (Bundled and Unbundled) Annual membership subscription for institutional investors including U.S. public pension funds, labor union funds, corporate retirement plans, foundations/endowments (voting), and asset managers, non-U.S. asset owners, and service providers (non-voting associate). Bundled tier includes conference passes; unbundled tier charges conference fees separately. Dues scale with retirement plan assets, AUM, or employee count depending on member category.
• CII Spring Conference Annual invitation-based conference bringing together institutional investors, investment professionals, and corporate governance experts, featuring high-profile speakers such as SEC chairs, Treasury officials, CEOs, and governance experts for education, engagement, and networking. Sold separately for unbundled members and non-members.
• CII Fall Conference Annual invitation-based Fall conference for institutional investors, with upcoming September 30 - October 2, 2026 session at Westin Boston Seaport. Education, engagement, and knowledge-sharing in a smaller group setting with high-profile speakers and Platinum sponsors including Innisfree, ISS-Stoxx and PwC. Sold separately for unbundled members and non-members.
• CII-NYU Law Corporate Governance Bootcamp Annual educational program co-developed with NYU School of Law's Institute for Corporate Governance & Finance, offering intensive corporate governance training for institutional investors and held on the NYU campus in New York City.

Named customers2 records

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• NYU School of Law's Institute for Corporate Governance & FinancecoreStrategic or Co-development PartnerCII partners with NYU School of Law's Institute for Corporate Governance & Finance to develop and deliver the annual CII-NYU Corporate Governance Bootcamp. This collaborative educational program is held annually at the NYU campus in New York City and provides intensive corporate governance training for institutional investors.
• InnisfreeminorGTM or Marketing PartnerInnisfree is a Platinum sponsor of CII's Fall Conference, supporting the organization's exclusive educational events for institutional investors.
• ISS-StoxxminorGTM or Marketing PartnerISS-Stoxx is a Platinum sponsor of CII's Fall Conference, supporting the organization's exclusive educational events for institutional investors.
• PwCminorGTM or Marketing PartnerPwC is a Platinum sponsor of CII's Fall Conference, supporting the organization's exclusive educational events for institutional investors.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Market position

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/CouncilInstInv
• Facebookfacebook.com/TheCouncilOfInstitutionalInvestors

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Council of Institutional Investors