Compensation Discussion and Analysis (CD&A) Template: Second Edition

  1. Poor
  2. Satisfactory
  3. Good
  4. Very Good
  5. Excellent

Average: 2.7 (76 ratings)

Codes, Standards and Position Papers
April 2015 | Vol. 2015 | No. 1 | 39 pages
Source: CFA Institute
Matthew Orsagh, CFA, CIPM



The Compensation Discussion and Analysis Template was developed by a CFA Institute–led working group of issuers, investors, and associations concerned about this issue that sought to achieve two goals: (1) to help issuers tell a story about their compensation policies, practices, and decisions and (2) to guide issuers in creating a compensation and disclosure analysis statement that can be read and understood by average retail investors. This document is an update of a document first published in 2011; it highlights a number of best practices that have developed since that time.

View more information

Credits · About the CE Program
1 CE (including 1 SER) Manage CE Credits

People who viewed this page also viewed:

Ethics and Trust in the Investment Profession (2018)
CFA Institute: Refresher Readings
Enron Corporation
CFA Institute
The Oil and Gas Industry
CFA Institute: Industry Guides

Loading ...