The Investment Writing Handbook : How to Craft Effective Communications to Investors.

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.

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.

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.

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Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2024. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.