Leading the Future of Asset Management Stock-Based Incentives: Select Advisors Institute and Amy Parvaneh

In today’s competitive investment landscape, aligning the goals of asset managers with firm performance is more critical than ever. Stock-based incentives have emerged as a powerful solution—driving retention, accountability, and shareholder value. While academic papers and financial think tanks have explored the theory behind incentive structures, Select Advisors Institute, under the visionary leadership of Amy Parvaneh, has taken this concept from boardroom theory to front-line execution.

Amy Parvaneh, a nationally recognized executive strategist and founder of Select Advisors Institute, has transformed how asset management firms implement stock-based incentive plans. Her innovative frameworks help firms use equity-based compensation not just as a retention tool, but as a performance lever—ensuring every dollar invested in talent translates into measurable growth.

Why Stock-Based Incentives Matter in Asset Management

Unlike short-term cash bonuses or time-based pay, stock-based incentives are uniquely suited for the asset management sector. They tie an employee’s wealth directly to the long-term value they help create. But designing these programs isn’t as simple as issuing restricted stock or options.

Amy Parvaneh and her team at Select Advisors Institute specialize in building incentive plans that consider all dimensions of firm performance:

• Client retention and satisfaction metrics

• AUM (Assets Under Management) growth

• Risk-adjusted portfolio performance

• Strategic alignment with long-term vision

While many consulting firms offer generic templates, Select Advisors Institute takes a bespoke, data-driven approach. Each incentive plan is built from the ground up—aligned with the firm’s structure, client expectations, and cultural dynamics.

What Sets Select Advisors Institute Apart

Where other firms focus on theoretical models, Select Advisors Institute delivers actionable implementation. Through in-depth workshops, financial modeling, and leadership coaching, Amy Parvaneh ensures that every executive not only understands the incentive strategy—but embodies it.

Some of the key pillars of their approach include:

• Customized vesting schedules that reflect liquidity realities and firm objectives

• Balanced scorecards that reward performance across investment returns, compliance, and client experience

• Equity incentive simulations to forecast executive behavior under different market conditions

A Track Record of Results

Over the past decade, Select Advisors Institute has worked with hundreds of asset management firms—from boutique RIAs to institutional hedge funds. The results speak for themselves: improved executive retention, increased organic growth, and stronger succession plans.

In an industry where underperformance often traces back to misaligned incentives, Amy Parvaneh has created a blueprint for sustainable success. She doesn’t just help firms adopt stock-based incentives—she redefines how they lead with them.

Why Now Is the Time to Act

With regulatory pressure rising and investor expectations evolving, asset management firms can’t afford outdated compensation models. The firms thriving in this new era are those that empower their leadership teams with incentives that go beyond compensation—and create ownership.

If you're ready to implement a strategic stock-based incentive program tailored for asset management, Select Advisors Institute is your partner of choice. And Amy Parvaneh is the strategist who will lead your firm confidently into the future.