| Description |
1 online resource |
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data file |
| Bibliography |
Includes bibliographical references and index. |
| Contents |
1. The Building Blocks of Investment Writing -- 2. Writing for Investor Acquisition and Retention -- 3. Writing for Intermediaries -- 4. Stylistic Considerations for Investment Writing -- 5. Developing an Architecture of Investment Content -- 6. How to Simplify Complex Investment Subjects -- 7. How to Make Investment Writing Legally Compliant -- Epilogue: Where Investment Writing Is Headed in the Twenty-First Century. |
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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. |
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Step 2: Identify Your Client's ProblemStep 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. |
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Intermediaries Don't Have It Easy, So Help Them OutChapter 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. |
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If You Risk Being Vague, Err on the Side of ClarityIntroduce Fresh Alternatives to Trite Jargon; Be Discerning about Nuance; Use Plain Languageâ#x80;#x94;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. |
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Inessential WordsCumbersome 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. |
| Summary |
Providing practical, accessible guidance for crafting more effective investor communications, this book explains the principles and conventions that help writing achieve its purpose and offers clear explanations to help you transform your communication strategy, execution, and results. -- Edited summary from book. |
| Subject |
Investment advisors.
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Investment advisors -- Marketing.
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Business communication.
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Finance -- Authorship.
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Conseillers en placements. |
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Communication dans l'entreprise. |
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investment counsels. |
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Business communication |
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Finance -- Authorship |
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Investment advisors |
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Investment advisors -- Marketing |
| Other Form: |
Print version: Kedem, Assaf, 1973- Investment writing handbook. Hoboken, New Jersey : John Wiley & Sons, Inc., [2018] 9781119356721 (DLC) 2017057969 |
| ISBN |
9781119356806 (electronic bk.) |
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1119356806 (electronic bk.) |
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9781119356738 (electronic bk.) |
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1119356733 (electronic bk.) |
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9781119356745 (electronic bk.) |
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1119356741 (electronic bk.) |
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(hardcover) |
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