Relative Total Shareholder Return Programs (TSR)

Total shareholder return (TSR) compared against a group of peers or index continues to be the most prevalent performance metric seen in long term incentive programs in the global marketplace. The programs can do a remarkable job – in both bull and bear markets – of aligning pay and performance when designed appropriately. This free resource is intended to provide you the leading and most innovative thought leadership, and provide you the tools to maximize the perceived value of your performance awards.

Design Considerations

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TSR Calculation: Accumulated Dividends

Infinite Equity laid out the preferred method for calculating Total...
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The “Stub Period” Challenge

Relative Total Shareholder Return (RTSR) awards are the most prevalent...
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Relative TSR Plan Design Checklist

Performance shares earned contingent on a performance metric of Relative...
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Don’t Let International Peers be Foreign to You

Performance shares earned based on Relative Total Shareholder Return (RTSR)...
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Alternative Types of RTSR Plans

Once a company decides that it is going to grant...
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Outperform Slopes in a Relative TSR Plan

Performance shares earned contingent on a performance metric of Relative...
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TSR Calculation – Best Practice

Section 1 - TSR Calculation Considerations [latexpage]One of the benefits...
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The Grant Sizing Challenge

Once your organization decides that it’s going to grant performance...
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Design Levers to Lower the RTSR Fair Value

Performance shares earned contingent on a performance metric of Relative...
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Multiple Performance Metrics

Performance shares earned contingent on performance metric of Relative Total...

Valuation & Accounting

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Unexpected Expense

Is Your Stock-Based Compensation Program about to Cause a Second...
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The New AS 1210: Using the Work of a Specialist

The valuation and accounting for employee equity under ASC 718...
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The “Stub Period” Challenge

Relative Total Shareholder Return (RTSR) awards are the most prevalent...
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What Is Monte Carlo Simulation?

Performance Share plans that are contingent on Relative Total Shareholder...
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The Grant Sizing Challenge

Once your organization decides that it’s going to grant performance...
negative-space-industrial-gears-machine-Design-Levers

Design Levers to Lower the RTSR Fair Value

Performance shares earned contingent on a performance metric of Relative...

Communication

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Unexpected Expense

Is Your Stock-Based Compensation Program about to Cause a Second...
GraphsOffice

The New AS 1210: Using the Work of a Specialist

The valuation and accounting for employee equity under ASC 718...
shutterstock_calendar-scaled

The “Stub Period” Challenge

Relative Total Shareholder Return (RTSR) awards are the most prevalent...
shutterstock_math-formulas-scaled

What Is Monte Carlo Simulation?

Performance Share plans that are contingent on Relative Total Shareholder...
shutterstock_rulers-scaled

The Grant Sizing Challenge

Once your organization decides that it’s going to grant performance...
negative-space-industrial-gears-machine-Design-Levers

Design Levers to Lower the RTSR Fair Value

Performance shares earned contingent on a performance metric of Relative...