The Investment Writing Handbook : (Record no. 40)
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| fixed length control field | 06425nam a22005173i 4500 |
| 001 - CONTROL NUMBER | |
| control field | EBC5313421 |
| 003 - CONTROL NUMBER IDENTIFIER | |
| control field | MiAaPQ |
| 005 - DATE AND TIME OF LATEST TRANSACTION | |
| control field | 20240724114322.0 |
| 006 - FIXED-LENGTH DATA ELEMENTS--ADDITIONAL MATERIAL CHARACTERISTICS | |
| fixed length control field | m o d | |
| 007 - PHYSICAL DESCRIPTION FIXED FIELD--GENERAL INFORMATION | |
| fixed length control field | cr cnu|||||||| |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION | |
| fixed length control field | 240724s2018 xx o ||||0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9781119356738 |
| Qualifying information | (electronic bk.) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| Canceled/invalid ISBN | 9781119356721 |
| 035 ## - SYSTEM CONTROL NUMBER | |
| System control number | (MiAaPQ)EBC5313421 |
| 035 ## - SYSTEM CONTROL NUMBER | |
| System control number | (Au-PeEL)EBL5313421 |
| 035 ## - SYSTEM CONTROL NUMBER | |
| System control number | (CaPaEBR)ebr11519789 |
| 035 ## - SYSTEM CONTROL NUMBER | |
| System control number | (OCoLC)1019833177 |
| 040 ## - CATALOGING SOURCE | |
| Original cataloging agency | MiAaPQ |
| Language of cataloging | eng |
| Description conventions | rda |
| -- | pn |
| Transcribing agency | MiAaPQ |
| Modifying agency | MiAaPQ |
| 050 #4 - LIBRARY OF CONGRESS CALL NUMBER | |
| Classification number | HG4621 .K434 2018 |
| 082 0# - DEWEY DECIMAL CLASSIFICATION NUMBER | |
| Classification number | 332.6 |
| 100 1# - MAIN ENTRY--PERSONAL NAME | |
| Personal name | Kedem, Assaf. |
| 245 14 - TITLE STATEMENT | |
| Title | The Investment Writing Handbook : |
| Remainder of title | How to Craft Effective Communications to Investors. |
| 250 ## - EDITION STATEMENT | |
| Edition statement | 1st ed. |
| 264 #1 - PRODUCTION, PUBLICATION, DISTRIBUTION, MANUFACTURE, AND COPYRIGHT NOTICE | |
| Place of production, publication, distribution, manufacture | Newark : |
| Name of producer, publisher, distributor, manufacturer | John Wiley & Sons, Incorporated, |
| Date of production, publication, distribution, manufacture, or copyright notice | 2018. |
| 264 #4 - PRODUCTION, PUBLICATION, DISTRIBUTION, MANUFACTURE, AND COPYRIGHT NOTICE | |
| Date of production, publication, distribution, manufacture, or copyright notice | ©2018. |
| 300 ## - PHYSICAL DESCRIPTION | |
| Extent | 1 online resource (214 pages) |
| 336 ## - CONTENT TYPE | |
| Content type term | text |
| Content type code | txt |
| Source | rdacontent |
| 337 ## - MEDIA TYPE | |
| Media type term | computer |
| Media type code | c |
| Source | rdamedia |
| 338 ## - CARRIER TYPE | |
| Carrier type term | online resource |
| Carrier type code | cr |
| Source | rdacarrier |
| 490 1# - SERIES STATEMENT | |
| Series statement | Wiley Finance Series |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | Cover -- Title Page -- Copyright -- Contents -- Preface -- Introduction: For Whom Is This Handbook, and Why? -- Acknowledgments -- About the Author -- Chapter 1: The Building Blocks of Investment Writing -- What's Investment Writing All About? -- Applying Journalistic Principles to Investment Writing -- The Five Ws and the Pyramid Principle -- Inquisitiveness -- Proactive Idea Generation -- The Strategic Purposes of Investment Writing -- Note -- Chapter 2: Writing for Investor Acquisition and Retention -- Framing Your Investment Proposition as the Solution to a Problem -- Step 1: Define Your Offering -- Step 2: Identify Your Client's Problem -- Step 3: Acknowledge the Problem -- Step 4: Frame Your Offering to Address the Investor's Concerns -- Investor Retention: It's All in the Communication -- Opportunities for Retentive Communications -- Facts Are Key for Reassuring Your Investors -- Other Considerations for Reassuring Investors -- Notes -- Chapter 3: Writing for Intermediaries -- How Intermediaries Expect You to Communicate -- Communicate on a Consistent Basis -- Crystallize the Details of Your Firm's Offerings -- Provide Timely, Turnkey Investment Literature -- Keep Your Communications Targeted -- Intermediaries Don't Have It Easy, So Help Them Out -- Chapter 4: Stylistic Considerations for Investment Writing -- Setting the Appropriate Style -- The Desired Image and Voice an Investment Firm or Professional Wishes to Project -- The Type of Literature Being Written -- The Investor's Presumed Knowledge about the Subject Matter -- On Using Jargon -- Refrain from Explaining Certain Jargon to Highly Sophisticated Investors -- Distinguish Between the Three Broad Levels of Investment Literacy -- Alternatives to Explaining Jargon -- Cut Through Extraneous Technical Detail -- If You Risk Being Vague, Err on the Side of Clarity. |
| 505 8# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | Introduce Fresh Alternatives to Trite Jargon -- Be Discerning about Nuance -- Use Plain Language-Even If It's Technical -- Piquing Investors' Interest -- Forge a Compelling Storyline for Your Piece -- Craft Alluring Headlines -- Incorporate Storytelling and Anecdotes -- Animate Your Writing with Quotations, Metaphors, and Other References -- The Value of a Style Guide for Investment Writing -- Key Areas to Cover in Your Firm's Style Rules -- Syntax, Wording, and Formatting -- First-Person Pronouns and Possessives -- Chart Labeling -- International Considerations -- Inessential Words -- Cumbersome Constructions -- Legal Considerations -- Tone -- Principles for Creating Scannable Copy -- Addressing Common Language Mistakes -- A Parting Note on Style -- Notes -- Chapter 5: Developing an Architecture of Investment Content -- Part 1: Foundational Literature -- Firm-Overview and Investment-Capabilities Brochures -- Strategy and Product Profiles -- Packaging Your Strategy or Product Profile with Other Literature -- RFP Responses -- Pitch Books -- Case Studies -- Topical Brochures -- Concluding Foundational Literature with a Call to Action -- Part 2: Intellectual Capital -- The Strategic Use of Intellectual Capital -- The Elements of Intellectual Capital -- The Packaging of Intellectual Capital -- The Process of Writing Long-Form Literature -- Part 3: Educational Literature -- Part 4: Digital and Social Media -- Part 5: Shareholder Communications -- Fund-Performance Commentary -- Now That You've Mapped Architecture … -- Notes -- Chapter 6: How to Simplify Complex Investment Subjects -- Think Bits-Not Pieces -- Visualize the Idea for Your Readers -- Start with a Preamble -- Lay Out a Table -- Use a Frame of Reference, Analogy, or Metaphor -- Give an Example -- Note -- Chapter 7: How to Make Investment Writing Legally Compliant. |
| 505 8# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | Avoid Absolutes, Superlatives, and Definitive Statements… -- You Can Be Predictive-But Not Promissory -- Be Specific Enough for Clarity-Yet General Enough to Accommodate Exceptions -- Time-Stamp Anything That's Impermanent -- Cherries Are Not for Picking-and Securities Come at a Price -- Negotiate Gray Areas with Your Legal Reviewer -- Use Caution When Navigating Word Subtleties -- Avoid Redundant Qualifications -- Unless You're Permitted, Do Not Dispense Investment Advice -- Social (Media) Butterflies Are Not Exempt from Regulatory Requirements -- Consult a Legal Specialist When Writing about Investment Performance -- Seek Ways to Streamline the Legal Review -- Diversify Your Language -- On Legalities, Creativity, and Integrity -- Notes -- Epilogue: Where Investment Writing Is Headed in the Twenty-First Century -- Index -- EULA. |
| 588 ## - SOURCE OF DESCRIPTION NOTE | |
| Source of description note | Description based on publisher supplied metadata and other sources. |
| 590 ## - LOCAL NOTE (RLIN) | |
| Local note | Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2024. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Investment advisors. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Investment advisors-Marketing. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Business communication. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Finance-Authorship. |
| 655 #4 - INDEX TERM--GENRE/FORM | |
| Genre/form data or focus term | Electronic books. |
| 776 08 - ADDITIONAL PHYSICAL FORM ENTRY | |
| Relationship information | Print version: |
| Main entry heading | Kedem, Assaf |
| Title | The Investment Writing Handbook |
| Place, publisher, and date of publication | Newark : John Wiley & Sons, Incorporated,c2018 |
| International Standard Book Number | 9781119356721 |
| 797 2# - LOCAL ADDED ENTRY--CORPORATE NAME (RLIN) | |
| Corporate name or jurisdiction name as entry element | ProQuest (Firm) |
| 830 #0 - SERIES ADDED ENTRY--UNIFORM TITLE | |
| Uniform title | Wiley Finance Series |
| 856 40 - ELECTRONIC LOCATION AND ACCESS | |
| Uniform Resource Identifier | <a href="https://ebookcentral.proquest.com/lib/orpp/detail.action?docID=5313421">https://ebookcentral.proquest.com/lib/orpp/detail.action?docID=5313421</a> |
| Public note | Click to View |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) | |
| Source of classification or shelving scheme | Dewey Decimal Classification |
| Koha item type | Proquest Ebooks |
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