The details of long term and short term compensation, including targets and goals, are essential for investors to understand when evaluating portfolio companies. ISS Incentive Lab research is based on superior executive compensation data and analytics derived from years of academic study and market testing − delivering a leading solution for evaluating long term and short term compensation against executive targets and goals to determine appropriateness and alignment.
Get insight and clarity into executive compensation, with:
Detailed, comparable data on incentive awards, including performance metrics, performance goals and payout structures on all incentive awards to determine if pay practices are consistent with peers and industry averages
Metrics and goals flags to highlight potentially valuable investments by flagging differences in:
Market expectations vs company goals
Relative share price expectations vs relative performance goals
Proprietary valuations and custom modeling of incentive awards and expected pay
Data feeds with flexible file formats and delivery structures to meet unique client needs and easily integrate into client workflows
Diagnostics and custom reports available meet the specific needs of investors
Executive compensation continues to be an area of great interest to investors, in large part because how top managers are paid provides unique insight into the strategy, expectations, and motivations of boards and management.
2,000 US companies (1,200 active) with history back to 1998 (includes S&P500 and a significant portion of the S&P400)
2,200 active US companies starting in 2015 (market cap > $1B)
400+ European companies
Over 25,000 fiscal years and 325,000 individual grants
Historical data back to 1998, updated monthly and within one month of the filing date
Metrics and Goals data from 2006
*Numbers are approximations.
Executive Compensation Data
PAY MIX AND PLAN DETAILS
Plan details including vesting terms and pay mix for all disclosed awards,
Short-term, long-term, cash, equity, time-based and performance-based awards
Includes grant date, award type, shares, exercise price, threshold/ target/max payout, and any other information
PERFORMANCE METRICS AND GOALS
Financial metrics, operational metrics and other individual performance goals as disclosed
Performance goals and payout structures, including the most complex awards such as matrix structures, conditional metrics, modifier metrics and others
PAYOUT STRUCTURES AND RESULTS
Most recent year of actual performance results and payouts
RELATIVE AWARD DETAILS
Relationships between multiple performance goals and their relative weightings
Vesting schedules and performance period details
Growth rates and other data required for valuations and analytical modules
ADDITIONAL DATA
Peer groups for both compensation and performance peers, compensation consultant(s) used, holding requirements, valuation assumptions for calculation of option award values, and more