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LEADER 00000cam a2200877 i 4500 
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005    20240129213017.0 
006    m     o  d         
007    cr cnu---unuuu 
008    171212s2018    nju     ob    001 0 eng   
010      2017059128 
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020    1119356733|q(electronic bk.) 
020    9781119356745|q(electronic bk.) 
020    1119356741|q(electronic bk.) 
020    |q(hardcover) 
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042    pcc 
049    INap 
082 00 808.06/6332 
082 00 808.06/6332|223 
099    Ebook O'Reilly for Public Libraries 
100 1  Kedem, Assaf,|d1973-|eauthor. 
245 14 The investment writing handbook :|bhow to craft effective 
       communications to investors /|cby Assaf Kedem.|h[O'Reilly 
       electronic resource] 
264  1 Hoboken, New Jersey :|bJohn Wiley & Sons, Inc.,|c[2018] 
300    1 online resource 
336    text|btxt|2rdacontent 
337    computer|bc|2rdamedia 
338    online resource|bcr|2rdacarrier 
347    data file 
504    Includes bibliographical references and index. 
505 0  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. 
505 0  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. 
505 8  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. 
505 8  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. 
505 8  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.
505 8  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. 
520    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. --|cEdited summary from book. 
588 0  Online resource; title from digital title page (viewed on 
       March 29, 2018). 
590    O'Reilly|bO'Reilly Online Learning: Academic/Public 
       Library Edition 
650  0 Investment advisors. 
650  0 Investment advisors|xMarketing. 
650  0 Business communication. 
650  0 Finance|xAuthorship. 
650  6 Conseillers en placements. 
650  6 Communication dans l'entreprise. 
650  7 investment counsels.|2aat 
650  7 Business communication|2fast 
650  7 Finance|xAuthorship|2fast 
650  7 Investment advisors|2fast 
650  7 Investment advisors|xMarketing|2fast 
776 08 |iPrint version:|aKedem, Assaf, 1973-|tInvestment writing 
       handbook.|dHoboken, New Jersey : John Wiley & Sons, Inc., 
       [2018]|z9781119356721|w(DLC)  2017057969 
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