Insights and events

We are fully invested in helping your company succeed and have what you need to simplify the complexities of equity plan management.


Contact us

Visit us at Morgan Stanley at Work to learn about more events, both live and virtual, where we will be hosting, sponsoring and/or speaking.

Sponsored reports and articles

Report/Article Description
Equilar Executive Long-term Incentive Plans Study outlining the continuous evolution of executive compensation packages and the considerations around long-term incentives.
Equilar Equity Compensation Trends E*TRADE Corporate Services–sponsored report covering trends and various components that contribute to performance equity programs.
Human Resources Executive Q&A on Equity Compensation Benefits Executive insight on current challenges HR leaders face, ideas to solve for them, and our perspective on financial wellness for employees.
Getting Smart with Participant Education Read our case study on how one client used participant education to achieve nearly 100% grant acceptance rates.1
E*TRADE Corporate Services Participant Research This report explores the key drivers behind participant satisfaction and engagement with company stock plan benefits.
Case study reveals the impact of Cashless Participation™ by Carver Edison See how one company's innovative approach led to more than 90% ESPP enrollment rates.
Compensation Crossroads A detailed look at the impact of COVID-19 on executive equity awards.

2020 Client Innovator Award Winners

The E*TRADE Corporate Services Innovator Award is an award program recognizing clients who show a passion for creating—and delivering—innovative solutions related to their company's equity compensation or employee financial wellness programs. Congratulations to our 4 winners!

Cree, Inc.
Slack Technologies, Inc.
Wave Life Sciences
Capital One Financial Corporation