Complimentary White Papers and Resources

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• Relative TSR: If and When to "Risk-Adjust: Returns?
  Terry Adamson, James Lecher, Guanying (James) Liu
• Should GICS Codes Be Used In Pay-For-Performance Comparisons?
  By Dan Kapinos, Terry Adamson, Jon Burg
• Valuation 103 - How Design Decisions Impact the Cost of Relative Total Shareholder Return Awards
  By Terry Adamson, James Lecher, Richard Harris, Andre Rooks
• Relative TSR Plans: The Balanced Approach to Equity
  By Terry Adamson, Dan Kapinos
• Relative TSR Plans: Valuation 102 - The Impact of Volatility on Valuation
  By Jack McArthur, Julia Reeder
• A How-To Guide on Calculating Total Shareholder Return
  By Terry Adamson, Paul Goings and Dan Kapinos
• Plan Design Considerations with Performance Shares using Relative TSR
  By Jacob Peters and Terry Adamson
• Relative Total Shareholder Return Plans: The Low-Hanging Fruit of Optimal Performance-Based Equity Design
  By Matt Ward, Brett Harsen, and Elizabeth Stoudt
• Relative Total Shareholder Return Plans: Valuation 101
  By James Lecher and Terry Adamson
• Popularity of Relative Total Shareholder Return Incentive Programs Grows as Scrutiny of Compensation
  Practices Increases
  Radford Press Release
• Summary of Companies with Relative Total Shareholder Return Plans
  Free research compiled by Radford
• A Closer Look at Leading-Edge Performance Based Plans
  NASPP Webcast (NASPP registration required for viewing)
  

  As the demand for stock programs tied to performance escalates, new market based equity such as relative total shareholder return (TSR) and market stock unit (MSU) plans continue to emerge as the predominate way to promote performance and address shareholder criticism of traditional stock option plans. Before you join the growing list of companies redesigning their stock option plans to meet this objective, hear what Intel's Brit Wittman and Radford's Terry Adamson have to say about the key design and accounting considerations that you'll need to understand to implement your own successful TSR or MSU program.

• Relative Total Shareholder Return Plans: The New Frontier of Performance Equity
  Radford Webcast
  

  This movie includes the audio and presentation content from Radford webcast with Avaya's Vice President of Total Rewards and HR Services Mike Harrison; Gilead Sciences' Assistant Corporate Controller Rex Liu; and Radford's Senior Vice President Terry Adamson and Vice President David Knopping.

  This webcast discusses Relative Total Shareholder Return (TSR) plans, which is rapidly emerging as one of the most common metrics associated with performance-based equity. The session provides an overview of Relative TSR plans; Topic 718 valuation and accounting considerations; and case studies from Avaya and Gilead Sciences.