Introducing Your

EQUITY COMPENSATION OUTLOOK

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ARE YOUR EQUITY STRATEGIES FUTURE-PROOF?

Be part of this innovative, four-part Equity Compensation Outlook program examining how companies like yours are adapting strategies in response to economic uncertainty, market volatility, and changing workforce expectations. Are you facing challenges such as:

  • Navigating more remote and relocated employees than ever before?
  • Setting realistic and motivating performance award goals during muddy forecasts?
  • Ensuring fair and equitable employee awards while meeting recruitment, retention, and reward objectives?
  • Communicating the value of employees' equity grants amid intense workplace disruption?

Get the expert answers and clear outlook you need with valuable benchmarks and future-forward insights on the evolving state of equity compensation. Proudly brought to you by the NASPP and Fidelity Investments - two leaders in stock plan education and practices.

WHAT YOU CAN EXPECT

Rapid data

Rapid Results
10-15 minute surveys + fast results turnaround

Benchmarking Data

Hands-On Benchmarks
Curatable data for relevant insights

Customizable decks

Turnkey Data
Customizable decks ready-made for presentation

Expert thought leadership

Expert Thought Leadership
Webinars, articles, videos, & more to guide you

360 analysis

360° Equity Strategies Forecast
Authoritative white paper analysis


TAKE YOUR PULSE  |  FOUR-PART SERIES

Quick surveys focused on four critical dimensions of equity awards; released once per quarter

Employee
Mobility

February 2021

Performance
Awards

June 2021

Grant
Policies

August 2021

Participant
Education

November 2021

IT'S NOT TOO LATE TO PARTICIPATE!

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EMPLOYEE MOBILITY

Results are in, but it's not too late to participate and compare your practices vs. others.

The realities of employee mobility are changing. Remote work and employee relocations have only amplified, presenting fresh challenges for both employers and workers. Find out mobility's "new normal."

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PERFORMANCE AWARDS

Results are in, but it's not too late to participate and compare your practices vs. others.

An up-and-down market and the haze of economic uncertainty have made many companies question their strategy for future performance-based grants. From annual targets and exercising discretion to modifications and payout decisions, what strategic and tactical decisions should you be making? 

Results-Based Guidance & Resources

Blog:  Taking the Pulse of Performance Awards

YouTube:  The Outlook on Performance Awards

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GRANT POLICIES

Results are in, but it's not too late to participate and compare your practices vs. others.

Your grant guidelines need to do more than meet business objectives around retention, recruitment, and more. They also must meet people-focused objectives that ensure fairness and equality for all employee populations. Get benchmarks on grant sizing practices as well as how peer companies are achieving inclusivity.

Results-Based Guidance & Resources

Blog:  Getting a Gauge on Grant Practices

YouTube:  The Outlook on Grant Policies

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PARTICIPANT EDUCATION

Results are in, but it's not too late to participate and compare your practices vs. others

Effectively communicating the value of employees’ equity awards has always been a challenge, and the disruption of the past year has only made your job even harder. What lessons have been learned, and what tools and approaches can make your education program–and your participants’ understanding and motivation–stronger? 


ABOUT THE EQUITY COMPENSATION OUTLOOK

The Equity Compensation Outlook is a benchmark and thought leadership collaboration between the NASPP and Fidelity Investments, developed with the recognition that a changing and uncertain landscape is creating an urgent need for companies to evolve their equity strategies.

With four distinct survey touchpoints and regular expert analysis throughout 2021, this multi-faceted program seeks to provide actionable data insights and essential guidance for professionals across stock plan administration, HR, compensation, and benefits. 

Disclaimer: The NASPP and Fidelity Investments are not affiliated.