Tag Archives: Value based Management

The SEC’s Clawback Proposal: Our Recommendations from a Value Management Perspective

In Pursuit of Long-Term Sustainable Alpha

Overview

We have been following the developments in clawback policies in compensation very closely over the last several years. In this article we introduce the SEC’s latest proposal on clawbacks (Proposed Rule 10D-1) and provide recommendations to affected companies. Our recommendations are based on our expertise in value based management and look to strengthen the alignment of company management and shareholders. But first, we share a brief introduction to clawbacks for our readers who may not be familiar with them.
Read More The SEC’s Clawback Proposal: Our Recommendations from a Value Management Perspective

Value Based Management – A Poison Pill against Activist Investors

Value Based Management – A Poison Pill against Activist Investors
Activist investors have been lauded and criticized by many. The Economist magazine recently published a special report on these investors, dubbing them the saviors of capitalism. Yet many CEOs dread the moment they will pick up the phone and an activist will be on the other end asking for more share -buybacks, spin-offs of subsidiaries, or disinvestments.
Read More Value Based Management – A Poison Pill against Activist Investors

Indonesia in Southeast Asia: Moving up the Value Chain

INDONESIA IN SOUTHEAST ASIA: MOVING UP THE VALUE CHAIN

As Stern Value Management has done annually, this year we have looked at the wealth creation of the 100 largest Indonesian and 100 largest ASEAN (Association of Southeast Asian Nations) firms over the last 5 years. In order to measure wealth created by firms, we use the Wealth Added Index (WAI™), a methodology developed by Stern Stewart Read More Indonesia in Southeast Asia: Moving up the Value Chain