Portfolio-manager economics
Understand the award as performance changes.
A PM's investment performance and agreed costs change through the year. The arrangement may also include a guarantee, loss carryforward, team participation or deferred compensation.
Bring those terms and inputs into a reviewable calculation, rather than treating the award as an isolated percentage of P&L.
The resulting view: the compensation estimate, the effect of applicable guarantees and the deferred commitment, with an explanation of what changed since the previous review.
See an explained financial amount →
Employee compensation
See the full effect of an award decision.
An employee receives a salary, an annual award or contractual guarantee, and deferred compensation with its own payment or vesting schedule.
Review proposed awards and changes to employment terms alongside existing commitments. Keep fixed pay, current cash and deferred awards distinguishable while considering their combined cost.
The resulting view: accounting expense, expected payments and outstanding obligations, with reviewed award information available for employee statements.
See salaries alongside scheduled awards →
