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Headshot of Eric Labourdette
Eric Labourdette
Partner
Headshot of Eric Labourdette

Eric Labourdette

Partner
Eric Labourdette is a Partner at ClearBridge Compensation Group with ten years of experience advising boards of directors and senior management on compensation strategy and design.
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Richard Lilly
Company logo

Richard Lilly

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Jake Delidow
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Jake Delidow

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February 12, 2025
Research Studies

ClearBridge 300: Incentive Plan Goal-Setting Report

Overview

In today's dynamic business environment, setting goals for annual and long-term incentive (LTI) plans remains a complex challenge. Companies must balance establishing realistic yet motivational goals that both align with corporate objectives and meet the expectations of shareholders and other key stakeholders.

This report analyzes incentive plan goals for each of the ClearBridge 300 companies.

Contents of Report

ClearBridge 300 company practices summarized in this report include:

Annual Incentive Plan Goal-Setting

  • Target Growth (as a % of Prior-Year Actual)
  • Threshold and Max (vs. Target)

Long-Term Incentive Plan Goal-Setting

  • Relative Total Shareholder Return (TSR)
  • Financial Metrics

The ClearBridge 300 Companies

The ClearBridge 300 consists of 300 companies: 100 companies in the S&P SmallCap 600® Index (“Small-Cap”), 100 companies in the S&P MidCap 400® Index (“Mid-Cap”), and 100 companies in the S&P 500® Index (“Large-Cap”) in order to provide a representation of the U.S. market.

Further detail on the ClearBridge 300 companies and methodology for this report can be found in the Appendix of the report.

February 12, 2025
Research Studies

ClearBridge 300: Incentive Plan Goal-Setting Report

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