Views on improving the integrity of global capital markets
07 March 2011

Preparing CD&A for “Say on Pay”

Just in time for the 2011 proxy season — and the Dodd-Frank mandated “say-on-pay” rules — CFA Institute has released the Compensation Discussion and Analysis Template (PDF). Based on input from issuer and investor advocates, the CD&A Template provides much-needed guidance for public companies for improving the CD&A portion of their proxy statements.

In the video below, Kurt Schacht, CFA, managing director of the Standards and Financial Market Integrity division at CFA Institute, and Matthew Orsagh, CFA, CIPM, director of capital markets policy at CFA Institute, discuss the CD&A Template and its relevance to both investors and issuers.

For more information on the benefits of producing a concise and clear CD&A, participate in our upcoming webinar featuring corporate issuer and investor representatives from the working group that developed the template. There is no charge to CFA Institute members (use discount code CFAI322) to participate in the webinar, co-sponsored by the National Investor Relations Institute (NIRI).

About the Author(s)
Crystal Detamore

Crystal Detamore is a communications director at CFA Institute and a former columnist for Entrepreneur magazine.

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