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Investment Writing Handbook: How to Craft Effective Communications to Investors [Hardback]

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  • Formāts: Hardback, 224 pages, height x width x depth: 231x160x28 mm, weight: 408 g
  • Sērija : Wiley Finance
  • Izdošanas datums: 09-Mar-2018
  • Izdevniecība: John Wiley & Sons Inc
  • ISBN-10: 1119356725
  • ISBN-13: 9781119356721
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  • Hardback
  • Cena: 64,46 €
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  • Bibliotēkām
  • Formāts: Hardback, 224 pages, height x width x depth: 231x160x28 mm, weight: 408 g
  • Sērija : Wiley Finance
  • Izdošanas datums: 09-Mar-2018
  • Izdevniecība: John Wiley & Sons Inc
  • ISBN-10: 1119356725
  • ISBN-13: 9781119356721
Citas grāmatas par šo tēmu:
The writing "bible" for financial professionals

The Investment Writing Handbook provides practical, accessible guidance for crafting more effective investor communications. Written by an award-winning writer, editor, and speechwriter, this book explains the principles and conventions that help writing achieve its purpose; whether you need to inform, educate, persuade, or motivate, you'll become better-equipped to develop a broad range of communications and literature for investor consumption. Examples from real-world financial institutions illustrate expert execution, while explanations and advice targeted specifically toward investor relations gives you the help you need quickly. From white papers and investment commentary to RFPs, product literature, and beyond, this book is the financial writer's "bible" that you should keep within arm's reach.

Investment writing is one of the primary influences on investors' attitudes. It educates, informs decisions, shapes opinions, and drives behavior—so shouldn't it be expertly-crafted to achieve its intended goal? This book explains the "tricks of the trade" to help you get your message across.

  • Understand the principles of effective investor communication
  • Master the conventions of informative and persuasive writing
  • Examine well-written sample documents from real-world institutions
  • Improve research papers, presentations, investor letters, marketing literature, and more

Virtually all firms with investors as clients need to communicate to them regularly, but few financial professionals receive formal training in investor communications. When investors' opinions, attitudes, and actions determine the health of your company, it is vitally important that these communications not be left to chance. The Investment Writing Handbook provides essential guidance and clear explanations to help you transform your communication strategy, execution, and results.

Preface xi
Introduction: For Whom Is This Handbook, and Why? xiii
Acknowledgments xv
About the Author xvii
Chapter 1 The Building Blocks of Investment Writing
1(8)
What's Investment Writing All About?
1(1)
Applying Journalistic Principles to Investment Writing
2(5)
The Five Ws and the Pyramid Principle
3(1)
Inquisitiveness
4(2)
Proactive Idea Generation
6(1)
The Strategic Purposes of Investment Writing
7(1)
Note
8(1)
Chapter 2 Writing for Investor Acquisition and Retention
9(24)
Framing Your Investment Proposition as the Solution to a Problem
11(4)
Step 1 Define Your Offering
12(1)
Step 2 Identify Your Client's Problem
12(2)
Step 3 Acknowledge the Problem
14(1)
Step 4 Frame Your Offering to Address the Investor's Concerns
14(1)
Investor Retention: It's All in the Communication
15(12)
Opportunities for Retentive Communications
17(2)
Facts Are Key for Reassuring Your Investors
19(8)
Other Considerations for Reassuring Investors
27(4)
Notes
31(2)
Chapter 3 Writing for Intermediaries
33(6)
How Intermediaries Expect You to Communicate
34(4)
Communicate on a Consistent Basis
34(1)
Crystallize the Details of Your Firm's Offerings
35(1)
Provide Timely, Turnkey Investment Literature
35(2)
Keep Your Communications Targeted
37(1)
Intermediaries Don't Have It Easy, So Help Them Out
38(1)
Chapter 4 Stylistic Considerations for Investment Writing
39(38)
Setting the Appropriate Style
41(7)
The Desired Image and Voice an Investment Firm or Professional Wishes to Project
42(1)
The Type of Literature Being Written
43(4)
The Investor's Presumed Knowledge about the Subject Matter
47(1)
On Using Jargon
48(16)
Refrain from Explaining Certain Jargon to Highly Sophisticated Investors
49(1)
Distinguish Between the Three Broad Levels of Investment Literacy
50(2)
Alternatives to Explaining Jargon
52(1)
Cut Through Extraneous Technical Detail
53(1)
If You Risk Being Vague, Err on the Side of Clarity
54(2)
Introduce Fresh Alternatives to Trite Jargon
56(2)
Be Discerning about Nuance
58(4)
Use Plain Language---Even If It's Technical
62(2)
Piquing Investors' Interest
64(3)
Forge a Compelling Storyline for Your Piece
64(1)
Craft Alluring Headlines
64(2)
Incorporate Storytelling and Anecdotes
66(1)
Animate Your Writing with Quotations, Metaphors, and Other References
66(1)
The Value of a Style Guide for Investment Writing
67(1)
Key Areas to Cover in Your Firm's Style Rules
68(8)
Syntax, Wording, and Formatting
68(1)
First-Person Pronouns and Possessives
69(1)
Chart Labeling
70(1)
International Considerations
70(1)
Inessential Words
71(1)
Cumbersome Constructions
72(1)
Legal Considerations
72(1)
Tone
73(2)
Principles for Creating Scannable Copy
75(1)
Addressing Common Language Mistakes
75(1)
A Parting Note on Style
76(1)
Notes
76(1)
Chapter 5 Developing an Architecture of Investment Content
77(78)
Part 1 Foundational Literature
78(48)
Firm-Overview and Investment-Capabilities Brochures
78(6)
Strategy and Product Profiles
84(23)
Packaging Your Strategy or Product Profile with Other Literature
107(1)
RFP Responses
107(7)
Pitch Books
114(3)
Case Studies
117(4)
Topical Brochures
121(5)
Concluding Foundational Literature with a Call to Action
126(1)
Part 2 Intellectual Capital
126(18)
The Strategic Use of Intellectual Capital
127(4)
The Elements of Intellectual Capital
131(1)
The Packaging of Intellectual Capital
132(8)
The Process of Writing Long-Form Literature
140(4)
Part 3 Educational Literature
144(3)
Part 4 Digital and Social Media
147(2)
Part 5 Shareholder Communications
149(3)
Fund-Performance Commentary
150(2)
Now That You've Mapped Architecture
152(1)
Notes
153(2)
Chapter 6 How to Simplify Complex Investment Subjects
155(28)
Think Bits---Not Pieces
155(2)
Visualize the Idea for Your Readers
157(1)
Start with a Preamble
158(2)
Lay Out a Table
160(1)
Use a Frame of Reference, Analogy, or Metaphor
160(2)
Give an Example
162(1)
Note
162(21)
Chapter 7 How to Make Investment Writing Legally Compliant
163(2)
Avoid Absolutes, Superlatives, and Definitive Statements...
165(2)
You Can Be Predictive---But Not Promissory
167(3)
Be Specific Enough for Clarity---Yet General Enough to Accommodate Exceptions
170(1)
Time-Stamp Anything That's Impermanent
171(1)
Cherries Are Not for Picking---and Securities Come at a Price
171(1)
Negotiate Gray Areas with Your Legal Reviewer
172(2)
Use Caution When Navigating Word Subtleties
174(1)
Avoid Redundant Qualifications
174(1)
Unless You're Permitted, Do Not Dispense Investment Advice
175(1)
Social (Media) Butterflies Are Not Exempt from Regulatory Requirements
176(1)
Consult a Legal Specialist When Writing about Investment Performance
177(1)
Seek Ways to Streamline the Legal Review
177(1)
Diversify Your Language
178(1)
On Legalities, Creativity, and Integrity
179(1)
Notes
179(2)
Epilogue: Where Investment Writing Is Headed in the Twenty-First Century 181(4)
Index 185
ASSAF KEDEM is an award-winning writer who has served in a range of communication roles at marquee financial institutions with global reach for nearly two decades. He is also an adjunct professor of writing and communications at New York University's master's program in public relations and corporate communication, and he lectures periodically at The Summit for Asset Management (TSAM), a global congress and series of events featuring educational discussions about the investment industry.