Exequity
  • Home
  • Advisory Services
  • Consultants
  • Newsroom
  • Careers
  • Contact

2020 Relative TSR Prevalence and Design of S&P 500 Companies

7/14/2020

 
​In this Client Briefing, Exequity explores the usage of relative total shareholder return (RTSR) within long-term incentive plans across S&P 500 companies. We examine overall prevalence of RTSR, differences in usage between industry sectors, and key design elements of these plans. ​ 

Key findings:
  • 60% of S&P 500 companies use RTSR (up 2% from 2019)
  • RTSR prevalence exceeds 40% for each S&P 500 sector for the first time
  • RTSR usage as a modifier increased 2% to 23% for 2020
  • 73% use a focused peer group and 27% use a broad index
  • 23% use the S&P 500 as the RTSR peer group

​Click here to download the Client Briefing in PDF.

Trends in Relative TSR Presentation to NASPP Michigan, Including Russell 3000 Auto & Components Statistics

11/20/2019

 
Ben Burney spoke to the Michigan chapter of NASPP about trends in relative TSR. Topics covered include overall prevalence and peer group usage, among others. The presentation also included new RTSR statistics from Russell 3000 Automobile and Components companies. 

Download the presentation here.

2019 Trends in Relative TSR Presentation to NASPP Chicago

10/1/2019

 
Ben Burney spoke to the Chicago chapter of NASPP about trends in relative TSR. Topics covered include overall prevalence and peer group usage, among other topics. The presentation also included summary results of a Monte Carlo simulation of the S&P 500. The graphic depicts how companies in some sectors may be expected to outperform or underperform depending on market conditions. 

Download the presentation here.

2019 Relative TSR Prevalence and Design of S&P 500 Companies

9/25/2019

 
​In this Client Briefing, Exequity explores the usage of relative total shareholder return (RTSR) within long-term incentive plans across S&P 500 companies using data from 2019 filings. We examine overall prevalence of RTSR, differences in usage between industry sectors, and key design elements of these plans. 

Click here to download the Client Briefing. 

Making Sense of Monte Carlo

8/6/2019

 
When you hear the words “Monte Carlo simulation,” do you:
a)  Scream;
b)  Pack your suitcase—Mediterranean vacation! (Simulation? Nah!); or
c)  Ponder the link between 19th century botany and modern valuation techniques?
If you chose a) and would rather b), read this Client Briefing to c).

Monte Carlo simulations are often only marginally understood by decision makers—and trying to comprehend them makes some want to scream. But while Monte Carlo simulations are complicated, the way we explain them does not have to be. This Client Briefing offers a plain-English guide to Monte Carlo simulations, which are used to value market-based performance awards (e.g., relative TSR). The goal is to help companies understand the implications of design choices on valuation outcomes in a conversational manner. 

Click here to download the Client Briefing (PDF).

2018 Relative TSR—Updated Statistics Reflecting GICS Structure Changes

10/11/2018

 
In November 2017, S&P Dow Jones Indices and MSCI Inc. announced revisions to the Global Industry Classification System (GICS) to be effective after the close of business on September 28, 2018. The most significant of the changes to GICS was to the Telecommunication Services sector, which has been renamed and broadened in its scope. 

We updated the summary statistics of the 2018 Relative TSR Client Briefing reflect the updated GICS classification. Communication Services companies show overall RTSR prevalence of 41%. See the link below for the updated statistics.

2018 Relative TSR Statistics—GICS Structure Updates

2018 Relative TSR Prevalence and Design of S&P 500 Companies

9/14/2018

 
​In this Client Briefing, Exequity explores the usage of relative total shareholder return (RTSR) within long-term incentive plans across S&P 500 companies using data from 2018 filings. We examine overall prevalence of RTSR, differences in usage between industry sectors, and key design elements of these plans.

Click here to download the Client Briefing (PDF)

2017 Trends in Relative TSR, Presentation to NASPP Chicago

10/12/2017

 
Exequity's Ben Burney presented the findings of Exequity's recent study of relative TSR programs to the Chicago Chapter of The National Association of Stock Plan Professionals. The research was originally published by Exequity in a October 2017 Client Briefing.

Download Slides from Presentation to NASPP Chicago Chapter (PDF)

Relative TSR Prevalence and Design of S&P 500 Companies—2017

10/3/2017

 
In this Client Briefing, Exequity explores the usage of relative total shareholder return (RTSR) within long-term incentive plans across S&P 500 companies using data from 2017 filings. We examine overall prevalence of RTSR, differences in usage between industry sectors, and key design elements of these plans.

Download Client Briefing (PDF)

2016 Trends in Relative TSR, Presentation to NASPP Chicago

10/5/2016

 
Exequity's Ben Burney presented the findings of Exequity's recent study of relative TSR programs to the Chicago Chapter of The National Association of Stock Plan Professionals. The research was originally published by Exequity in a September 2016 Client Briefing.

Download Slides from Presentation to NASPP Chicago Chapter (PDF)

Relative TSR Prevalence and Design of S&P 500 Companies—2016

9/7/2016

 
In this Client Briefing, Exequity explores the usage of relative total shareholder return (RTSR) within long-term incentive plans across S&P 500 companies using data from 2016 filings. We examine overall prevalence of RTSR, differences in usage between industry sectors, and key design elements of these plans.

Download Client Briefing (PDF)

Relative TSR Presentation to NASPP

9/30/2015

 
Exequity's Ben Burney presented the findings of Exequity's recent study of relative total shareholder return programs to the Chicago chapter of The National Association of Stock Plan Professionals. The research was originally published by Exequity in a ​Client Briefing.

Download Slides from Presentation to NASPP Chicago Chapter (PDF)

Relative TSR Prevalence and Design of S&P 500 Companies

7/20/2015

 
In this Client Briefing, Exequity explores the usage of relative total shareholder return (RTSR) within long-term incentive plans across S&P 500 companies. We examine overall prevalence of RTSR, differences in usage between industry sectors, and key design elements of these plans.

Download Client Briefing (PDF)

    Subscribe to Exequity's Publications

    Lists*


    Learn more about Exequity publications an thought leadership 

    Categories

    All
    162(m)
    409A
    CEO Pay
    Change In Control
    Client Alert
    Client Briefing
    Client Update
    Compensation Design
    COVID 19
    Director Compensation
    Disclosure
    Dodd Frank
    Equity Plans
    EVA
    FASB
    Glass Lewis
    Hedging
    Incentive Plan
    ISS
    Monte Carlo Simulations
    NQDC
    Pay For Performance
    Regulations
    Say On Pay
    SEC
    Speech
    Study
    Tax
    TSR

Services

Compensation Benchmarking, Program Design
Technical, Governance, Compliance

Transactions and Transitions

Company

Consultants
Newsroom
Exequity Tearsheet (PDF)

Contact

Careers
Offices

© COPYRIGHT 2020. EXEQUITY LLP. ALL RIGHTS RESERVED.
  • Home
  • Advisory Services
  • Consultants
  • Newsroom
  • Careers
  • Contact