2022 Equilar Insight Product Updates

CHRO Navigator Launch Spotlights Insight Updates During First Half of 2022

July 28, 2022

Shane Carroll

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In the first half of 2022, Equilar released a number of updates to enhance the functionality and usability of its Insight platform and tools. Key user-facing feature enhancements are summarized below.

Report Planner and Updates to Saved Reports

The Report Planner allows you to schedule Equilar reports for automatic delivery to your inbox at any time during the year. Scheduled reports are run and sent automatically on your specified dates, using selected report settings.

We also introduced a Saved Reports hub where you can view, refresh or download previously run Equilar reports, as well as schedule future updates.

CHRO Navigator Dashboard Launched

In April this year we launched the CHRO Navigator, a curated suite including our most critical compensation and governance tools for top HR leaders. Available in the Insight platform, the CHRO Navigator dashboard includes customizable compensation and governance reports for board meeting preparation, real-time peer compensation and leadership updates, and information on education and networking forums for HR executives and board members. CHRO Navigator also includes the ability to claim or create your own board profile in our BoardEge platform, and optimize your profile to position yourself as a board-ready candidate. Learn more about CHRO Navigator or our premier database of one million executives and board members.

Updated Burn Rate Caps in Additional Share Request Tool

ISS recommends against approval or amendment of equity plans for companies exceeding pre-established burn rate caps, set by ISS for each industry. For your convenience, Equilar matches ISS’s burn rate caps within the Additional Shareholder Request feature on Insight. Values in our tool have been updated following ISS’s 2022 updates, as they are each year.

Incentive Plan Analytics Calculator (IPAC) Enhancements

The IPAC tool has been enhanced with the addition of a new Summary tab in the Incentive Plan Design section. The Summary tab shows recent incentive plan changes implemented by your peer companies, and charts trends in peer metric selection by category over the last five years.

By popular request from our client base, we also updated the look and feel of the IPAC Excel Download, adjusting magnification and freezing of columns to enhance readability and usability.

Reorganized Equilar Insight Homepage

We reorganized our standard subscription packages and rearranged the product tiles and navigation menu on the Equilar Insight homepage for subscribers. Tools often used together are bundled together and some tools have been re-titled to make finding commonly used resources more straightforward.

Board Brief: Added Section on Issues at Your Directors’ Other Boards

Equilar Board Briefs have been expanded to include a new section detailing governance issues facing your board members at other boards where they also serve. Details in the section include election results from the most recent annual meeting, stockholder proposals and associated vote outcomes, fellow directors on other boards with support below 90%, peer group updates, and more.

ESG Keyword Suggestions Added to Disclosure Search

Environmental, social and governance (ESG) issues continue to rise in prominence in the context of corporate governance and compensation planning. In light of growing interest from our clients in competitor ESG disclosures, we’ve added ESG-related keyword suggestions under the Common Search Topics section of our Disclosure Search tool, making it easier to research peer practices and monitor evolving practices.

New Retail Industry Survey Functions Added

In response to evolving needs among Equilar Top 25 survey submitters in the Retail industry, we have expanded our list of standardized roles in the Top 25 Survey to include “Data - Retail Industry” and “Sourcing - Retail Industry.” Learn more about the Equilar Top 25 Survey.

Enhanced User Security With Multi-Factor Authentication

Multi-factor authentication is a security technology requiring a user to submit two or more forms of authentication to verify their identity for sign-in, often a password plus either a single-use code sent to the user's known email address or phone number, or verification via an authenticator app on a trusted device in the user’s possession. For enhanced security, Equilar clients may now request that multi-factor authentication be enabled for their own accounts using an email address or text-enabled phone number.

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