Shareholder Forum for Options Policies

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Program Reference


Project Reference

Compensation Facts Database



Develop marketplace-defined specifications of information to be included in a communally controlled "Compensation Facts" database that can be relied upon by both corporate and investor decision-makers

See January 8, 2007 Forum Report


Current Sources of Information for Decision-Makers



Providers of executive compensation databases

See also


Providers of executive compensation research and analyses


    Investor use (proxy voting, etc.)

    Corporate use (benchmarking, compliance with investor voting policies, etc.)


Professional Associations





This Forum program is open, free of charge, to all shareholders of the invited corporate participants, and to any fiduciaries or professionals concerned with the investment decisions of those shareholders, according to the posted Conditions of Participation.  The Forum's purpose is to provide shareholders with access to information and a free exchange of views on issues relating to their investment interests described in the Forum Summary As stated in the Conditions, all Forum participants are expected to make independent use of information obtained through the Forum, subject to the privacy rights of other participants.  It is a Forum rule that participants will not be identified or quoted without their explicit permission.

This Forum program has been organized with the support of Hermes Equity Ownership Services, Ltd.  It is the first in an expected series that will be managed by a not-for-profit “Institute” to be established for the purpose of continuing the Forum programs conducted by Gary Lutin.

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