Breakingviews - BHP’s pay plan forges dual path to sustainability

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Breakingviews - BHP’s pay plan forges dual path to sustainability
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(Reuters Breakingviews) - The world's largest miner is making sustainabilit...

BHP Billiton Chief Executive Andrew Mackenzie speaks at a round table meeting with journalists in Tokyo, Japan June 5, 2017. REUTERS/Kim Kyung-Hoon

The so-called Big Australian’s new policy caters to changing demands from investors, even if not all are going green at the same pace. It’s also a way to better tie poor decisions to compensation. Variable rewards under its old plan would have been unpalatably big - $13.1 million - if paid out in full. Thanks to missed targets, the plan has not done so since 2014. That kept Mackenzie’s remuneration to a modest $3.5 million for the last financial year.

The other sustainability leg is operational. The Council of Institutional Investors, in policies adopted this month, says extended vesting periods reduce attention to short-term distractions. Mining, a highly cyclical industry, is still recovering from costly diversions. Confidence remains weak, and shares are languishing near what Bernstein analysts say are their lowest valuation levels in a century.

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