Reference Library

Welcome to the Cartus Reference Library, where you'll find information on the latest topics and trends in global relocation, intercultural training, expatriate compensation, consulting, and talent management.

2016-Global-Policy-and-Practices-thumb.png5 Things Mobility Managers Need to Know: Download our New Relocation Trends Survey

Find out what global mobility managers are saying about the latest relocation trends, related policy approaches, and the solutions they are employing in the latest survey in our policy and practices series.

Download the survey report, take a quick look at the Survey Highlights, or watch our short overview video now.

Research & Trends

See our complete library of research and trends materials: Research and Trends Resource Page

Cartus-10-Best-Practices-for-Outsourcing-IACS.pngCartus 10 Best Practices for Outsourcing International Assignment Compensation Services

Managing a comprehensive international assignment compensation process does not require the services of a Big Four firm. Many companies are choosing the economical option of partnering with a knowledgeable international assignment management firm. More.

RSRCH_Unlocking_Policy_Design_THUMB.pngUnlocking U.S. Policy Design

Developing a company’s U.S. relocation policy is a complex process, requiring a balance of talent management, cost control, and shifting employee needs. Taking a holistic approach, and following these steps laid out in Cartus’ Insights, will help you cover the angles. More.

Trends in Global Relocation: 2015 Biggest Challenges surveyTrends in Global Relocation: Biggest Challenges Survey

Cartus’ Trends in Global Relocation: Biggest Challenges survey includes feedback from 148 global mobility managers on the challenges they are facing in their relocation programs, what they are doing to manage them, and hot topics and trends in the relocation industry. More.

QA-with-consulting-short-term-assignments-thumb.pngCartus Q&A with Consulting: Short-Term Assignments

Global economic challenges and the tightening of global mobility budgets have organizations seeking ways to balance management of assignment costs with business needs. To what extent are these challenges tilting the balance of assignments toward short-term moves? Cartus Consulting Solutions answers questions about short-term assignments. More.

IAC_Best-Practices-in-IAC_THUMB.pngBest Practices in International Assignment Compensation

International Assignment Compensation Services satisfies a complex and critical need in the support of international assignees. This document provides an overview of Cartus' international compensation best practice operating model. More.

RSRCH_UnlockingHomeSaleSuccesst_THUMB.pngUnlocking U.S. Home Sale Success

Cartus’ experience shows that the four fundamental home sale strategies—Price, Condition, Differentiation, and Readiness to Act—are always important. This document offers best practices and recommendations on how to manage these vital areas. More.

Cartus-Mobility-Insights-Stamp-Duty-Additional-Properties-thumb.pngUK Relocation - Higher Stamp Duty Rates Expected for Additional Properties

This Mobility Insights outlines a recent UK government announcement to introduce a higher rate of Stamp Duty Land Tax (SDLT) for purchasing additional properties in England, Wales and Northern Ireland. More.

Cross-Border-Moves-US-Canada-thumb-full.pngCross-Border Moves: Canada and the U.S.

This issue of Cartus Mobility Insights examines a number of facets of relocation to and from Canada, including common home sale practices, details on Canadian mortgages, regulatory concerns, and tax considerations. More.

Cartus-SOLAS-Changes-Mobility-Insights-thumbnail.pngMobility Insights: SOLAS (Safety of Lives at Sea): Changes Impacting Household Goods Sea Shipments

This Mobility Insights looks at the upcoming changes to SOLAS (Safety of Lives at Sea) regulations, including the possible impact it may have on international relocation programmes. More.

RSRCH_SameSex_THUMB.pngSupporting Same-Sex Partners

In Cartus’ recent “Biggest Challenges” survey, 60% of respondents said that they were providing relocation benefits to same-sex partners, and 78% were doing so for international assignments, depending on whether or not visas could be obtained for the destination location. More.

RSRCH_MI_25_UnsafeLocations_THUMB.pngManaging Expats in “Unsafe” Locations

The world is a very different place for today’s globally mobile workforce. Increased globalization combined with a protracted, crippling recession in many Western economies has resulted in most multinational corporations placing strong bets on global emerging markets. More.

RSRCH_MI_AccompanyingSpouse_THUMB.pngHelp for Accompanying Spouses/Partners on International Assignments

One of the highest risks for international assignments is the failure of the assignee’s partner or family to adjust  to the new location. There can be a tendency even among seasoned global mobility managers to underrate or discount the effect that a global assignment can have on accompanying partners and families—known traditionally as “trailing spouse” situations. More.

RSRCH_MI_06_USBVO_THUMB.pngU.S. Buyer Value Option

For companies interested in assisting their relocating employees with the sale of their homes, but are concerned about cost control and company involvement, the Buyer Value Option (BVO) can be a valuable program. BVO is a low cost program that provides professional support for employees selling their homes. More.

Cartus-Insights-Achieving-Cost-Savings-through-Policy-Design-thumb.pngAchieving Cost Savings Through Policy Design

Controlling costs are always at the front of mobility professionals’ minds. In fact, controlling relocation costs was the top challenge for 78% of respondents in Cartus’ 2015 Biggest Challenges survey, and for 45% of respondents, controlling relocation costs was actually a bigger concern in 2015 than it was the previous year. More.

RSRCH_MI_02_Hardship_locations_THUMB.pngHardship Locations—Policy and Programme Best Practices

There are inevitably many challenges that arise when relocating assignees to a hardship location, and support for assignees is more important than ever. For example, how do you initially determine a hardship location? What impact does such a move have on the assignee and their family? And how strong is your emergency contingency plan? More.

RSRCH_2013-Talent-Mgt-Survey_THUMB.png2013 Talent Management and the Changing Assignee Profile Survey

What does the global mobility landscape look like today? What types of employees are organizations moving and where are they moving them? What progress are companies making in linking talent management to their global mobility strategies? Our survey, Talent Management and the Changing Assignee Profile, provides answers to these questions. More.

zika-virus-thumb-full.pngCartus Pulse Survey Report: Zika Virus

Cartus recently surveyed our client base to determine what effects the Zika virus was having on their relocation programs. With many uncertainties about the disease, and many issues surrounding the possible approaches companies should take to protect their employees, most are opting to provide up to date information from recognized sources. More.

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Market Information

See our complete library of Market Information materials: Market Information Resource Page’ Best Practices for Effective Relocation to Africa

Cartus' Best Practices for Effective Relocation to Africa: A Guide for Global Mobility Managers discusses the continent's greatest challenges for program managers and international assignees, and includes practical guidance and tips for success. More.

Best-Practices-Brazil-thumb.pngCartus’ Best Practices for Effective Relocation to Brazil

Brazil, a country that has seen large influxes of assignment volumes over the past several years, offers both opportunities and obstacles for companies and their employees. Cartus’ Best Practices for Effective Relocations to Brazil discusses the country’s greatest problems for program managers and assignees, and includes include practical guidance and tips for success. More.

China-Best-Practices-thumb.pngCartus Best Practices for Effective Relocation to China

Cartus' Best Practices for Effective Relocation to China: A Guide for Mobility Managers discusses the issues posing the greatest problems for program managers and assignees in China. It also includes practical tips for success from Cartus' expert consulting team and seasoned relocation managers who have experienced China's challenges for themselves. More.

Market Watch: USMarket Watch: U.S.

How are U.S. housing, rental, and mortgage market trends impacting relocation? A wide variety of U.S. housing market trends have the potential to impact your relocation program, including rising home prices, low inventory levels, and a growing pressure on the rental market. Read our latest issue of U.S. Market Watch for market trends that you, and your employees, need to know. More.

Canada Market OverviewMarket Overview: Canada

Canada has been enjoying a strong, stable real estate market for some years, with nearly historic low interest rates, and balanced market conditions in most major markets across the country. On a national level, industry forecasts about the Canadian real estate scene are generally positive for this year and are also expected to further improve in 2016. More.

MktWtch_Sweden_thumb.pngMarket Watch: Sweden

Located in the Scandinavian Peninsula, Sweden is home to more multinational companies per capita than most other countries. Yet it remains a challenging location for some expatriates, with housing, schooling and climate issues currently highlighted as key areas of focus. More.

MktWtch_Zurich_Sept2013_thumb.pngMarket Watch: Switzerland

Switzerland remains a frequent destination for assignees, ranking fifth worldwide in a recent Cartus survey. One of the major challenges facing assignees in Switzerland is housing. Read our latest update on residential lettings in these cities, including Geneva and Zurich and their surrounding areas. More.

Market Watch GermanyMarket Watch: Germany

Cartus' latest Market Watch focuses on the city of Berlin, a location frequented by international assignees. It includes Berlin rental market trends, available property-types and popular expatriate neighbourhoods. The issue also discusses the wider property rental market in Germany. More.

Cartus-UK-Market-Watch-0716-thumb.pngMarket Watch: UK

We discuss the imbalance between the number of sellers and buyers in the sales market, regional differences in rental prices across the UK, and provide details around recent UK lettings legislation.

MktWtch_SingaporePROPERTY_thumb.pngMarket Watch: Singapore Property

An increase in the supply of rental homes has affected Singapore’s rental prices and occupancy levels. Read our latest trends for further information.

MktWtch_HK_Nov2013_thumb.pngMarket Watch: Hong Kong Property

In our special Market Watch on Hong Kong, we explore some of the trends in the rental property market including location dynamics and the effect of supply and demand.

Cartus-Netherlands-Market-Watch-0516-thumb.pngMarket Watch: The Netherlands

Cartus’ latest Netherlands Market Watch focuses on Amsterdam, a location frequented by international assignees. It includes rental market trends, new legislation, available property-types and popular expatriate neighbourhoods. The issue also discusses other major cities such as The Hague, Rotterdam and Eindhoven. More.

Cartus-Japan-Market-Watch-0916-thumb.pngMarket Watch: Japan

Our Market Watch on Japan, produced in conjunction with Cartus’ on the ground Destination Service Provider, discusses the challenges that international assignees may face when moving to the country including housing, schooling, transportation, language and climate. More.

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Emerging Markets

See our complete library of Emerging Markets materials: Emerging Markets Resource Page

MktWtch_SouthKorea_Mar2014_thumb.pngMarket Watch: South Korea

Guidance on the challenges and solutions associated with living and working in South Korea, including the challenges that international assignees may face when moving to the country including housing, language, schooling and shopping. More.


Market Watch: Brazil

This issue provides information regarding one of the leading emerging market locations. Included are facts about Brazil’s economy, key challenges, housing and rentals, transportation, education, and cultural adaptation pointers. More.


Market Watch: China Property

Our special China Market Watch examines the latest property trends for both sales and rentals in the key cities of Shanghai and Beijing. 

MarketWatch-India-THUMB.pngMarket Watch: India

India's cities continue to multiply, with new cities being created to manage the population growth; its cultural patterns can be a challenge for Western assignees. More.


Market Watch: Indonesia

Indonesia is one of Southeast Asia’s biggest economies and has enjoyed rapid development in recent decades. The most popular destination for expatriates is the capital city of Jakarta. Indonesia is a challenging location for some international assignees, with housing, transportation, climate and cultural differences highlighted as particular key areas. More.


Market Watch: Vietnam

Vietnam is known for its beautiful landscape and welcoming people, yet it remains a challenging location for some international assignees, with housing, schooling, transportation and cultural differences highlighted as particular key areas. More.

MktWtch_Phillippines_thumb.pngMarket Watch: Philippines

The Philippines has enjoyed rapid economic development in recent decades, with the most popular destination being the capital city of Manila. Yet it remains a challenging destination for some expatriates with housing, transportation and climate highlighted as key areas of focus. More.

RSRCH_OR_05_UnlockingEMKeys_THUMB.pngUnlocking Emerging Markets Keys to Success

Emerging markets require targeted relocation strategies for challenges from recruiting, housing, and education to culture, security, and government. How to prepare for market entry and success. More.

MarketWatch-UAE-THUMB.pngMarket Watch: United Arab Emirates

Cultural differences can prove challenging for assignees to the UAE, an increasingly frequent relocation destination.

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