Equity Plan Modeling & Benchmarking
Equity plan design tools based on ISS’ U.S. and Canadian equity plan scorecard methodology. ICS’ cutting-edge solutions leverage objective basis for your executive compensation plans or other equity activities that help you meet shareholder expectations in equity stewardship.
Self-service benchmarking or get an experienced advisor.
Clients can use our self-service benchmarking of plan features, burn rates, and dilution across proxy-defined peers, ISS-defined peers, or custom peer groups as well as by industry and index. Or leverage our experienced advisors to:
- Identify problematic plan areas and suggest alternatives
- Regularly benchmark plan costs and monitor your equity burn rate
- Draft your equity plan disclosures and proposal
- Understand industry, index, and peer group trends
Quantitative Plan Evaluation
- Conduct Shareholder Value Transfer analysis to ensure that your share request falls within institutional investor expectations and the quantitative parameters used by ISS
- Analyze the impact of alternative share plan designs, including fungible share plans
- Benchmark dilution and assess potential concerns
Qualitative Plan Review
- Assessment of your equity pay plan design and disclosures
- Point out gaps in equity plan governance
- Compare with best-practice disclosure standards
- Recommend equity plan language and governance enhancements to improve shareholder support
Historical Plan Administration Assessment
- Identify historical burn rates and compare with updated burn rate thresholds
- Calculate grant concentration ratios and flag ratios that may cause concern for institutional investors
Advisors Deliver Holistic, Full-Service Equity Plan Support
Discover different ExecComp packages
with features based on your needs.
Make sense of the data.
Our advisory services can help put it all into context.
ICS provides you with year-round value with an array of executive compensation and corporate governance solutions. Whether it’s gathering data for your meetings or assisting with complex strategic decisions, ICS’ advisory team gives you the edge you need to reduce governance risk and effectively manage your executive compensation lifecycle.
