{"product_id":"the-investment-writing-handbook-isbn-9781119356721","title":"The Investment Writing Handbook","description":"\u003cb\u003eThe writing \"bible\" for financial professionals\u003c\/b\u003e \u003cp\u003e\u003ci\u003eThe Investment Writing Handbook \u003c\/i\u003e 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 give 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.\u003c\/p\u003e \u003cp\u003eInvestment 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.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eUnderstand the principles of effective investor communication\u003c\/li\u003e \u003cli\u003eMaster the conventions of informative and persuasive writing\u003c\/li\u003e \u003cli\u003eExamine well-written sample documents from real-world institutions\u003c\/li\u003e \u003cli\u003eImprove research papers, presentations, investor letters, marketing literature, and more\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eVirtually 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. \u003ci\u003eThe Investment Writing Handbook \u003c\/i\u003e provides essential guidance and clear explanations to help you transform your communication strategy, execution, and results.\u003c\/p\u003e \u003cp\u003ePreface xi\u003c\/p\u003e \u003cp\u003eIntroduction: For Whom is This Handbook, and Why? xiii\u003c\/p\u003e \u003cp\u003eAcknowledgments xv\u003c\/p\u003e \u003cp\u003eAbout the Author xvii\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 1 The Building Blocks of Investment Writing 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eWhat’s Investment Writing All About? 1\u003c\/p\u003e \u003cp\u003eApplying Journalistic Principles to Investment Writing 2\u003c\/p\u003e \u003cp\u003eThe Five Ws and the Pyramid Principle 3\u003c\/p\u003e \u003cp\u003eInquisitiveness 4\u003c\/p\u003e \u003cp\u003eProactive Idea Generation 6\u003c\/p\u003e \u003cp\u003eThe Strategic Purposes of Investment Writing 7\u003c\/p\u003e \u003cp\u003eNote 8\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2 Writing for Investor Acquisition and Retention 9\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eFraming Your Investment Proposition as the Solution to a Problem 11\u003c\/p\u003e \u003cp\u003eStep 1: Define Your Offering 12\u003c\/p\u003e \u003cp\u003eStep 2: Identify Your Client’s Problem 12\u003c\/p\u003e \u003cp\u003eStep 3: Acknowledge the Problem 14\u003c\/p\u003e \u003cp\u003eStep 4: Frame Your Offering to Address the Investor’s Concerns 14\u003c\/p\u003e \u003cp\u003eInvestor Retention: It’s All in the Communication 15\u003c\/p\u003e \u003cp\u003eOpportunities for Retentive Communications 17\u003c\/p\u003e \u003cp\u003eFacts are Key for Reassuring Your Investors 19\u003c\/p\u003e \u003cp\u003eOther Considerations for Reassuring Investors 27\u003c\/p\u003e \u003cp\u003eNotes 31\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3 Writing for Intermediaries 33\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eHow Intermediaries Expect You to Communicate 34\u003c\/p\u003e \u003cp\u003eCommunicate on a Consistent Basis 34\u003c\/p\u003e \u003cp\u003eCrystallize the Details of Your Firm’s Offerings 35\u003c\/p\u003e \u003cp\u003eProvide Timely, Turnkey Investment Literature 35\u003c\/p\u003e \u003cp\u003eKeep Your Communications Targeted 37\u003c\/p\u003e \u003cp\u003eIntermediaries Don’t Have It Easy, So Help Them Out 38\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4 Stylistic Considerations for Investment Writing 39\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSetting the Appropriate Style 41\u003c\/p\u003e \u003cp\u003eThe Desired Image and Voice an Investment Firm or Professional Wishes to Project 42\u003c\/p\u003e \u003cp\u003eThe Type of Literature Being Written 43\u003c\/p\u003e \u003cp\u003eThe Investor’s Presumed Knowledge about the Subject Matter 47\u003c\/p\u003e \u003cp\u003eOn Using Jargon 48\u003c\/p\u003e \u003cp\u003eRefrain from Explaining Certain Jargon to Highly Sophisticated Investors 49\u003c\/p\u003e \u003cp\u003eDistinguish Between the Three Broad Levels of Investment Literacy 50\u003c\/p\u003e \u003cp\u003eAlternatives to Explaining Jargon 52\u003c\/p\u003e \u003cp\u003eCut Through Extraneous Technical Detail 53\u003c\/p\u003e \u003cp\u003eIf You Risk Being Vague, Err on the Side of Clarity 54\u003c\/p\u003e \u003cp\u003eIntroduce Fresh Alternatives to Trite Jargon 56\u003c\/p\u003e \u003cp\u003eBe Discerning about Nuance 58\u003c\/p\u003e \u003cp\u003eUse Plain Language—Even If It’s Technical 62\u003c\/p\u003e \u003cp\u003ePiquing Investors’ Interest 64\u003c\/p\u003e \u003cp\u003eForge a Compelling Storyline for Your Piece 64\u003c\/p\u003e \u003cp\u003eCraft Alluring Headlines 64\u003c\/p\u003e \u003cp\u003eIncorporate Storytelling and Anecdotes 66\u003c\/p\u003e \u003cp\u003eAnimate Your Writing with Quotations, Metaphors, and Other References 66\u003c\/p\u003e \u003cp\u003eThe Value of a Style Guide for Investment Writing 67\u003c\/p\u003e \u003cp\u003eKey Areas to Cover in Your Firm’s Style Rules 68\u003c\/p\u003e \u003cp\u003eSyntax, Wording, and Formatting 68\u003c\/p\u003e \u003cp\u003eFirst-Person Pronouns and Possessives 69\u003c\/p\u003e \u003cp\u003eChart Labeling 70\u003c\/p\u003e \u003cp\u003eInternational Considerations 70\u003c\/p\u003e \u003cp\u003eInessential Words 71\u003c\/p\u003e \u003cp\u003eCumbersome Constructions 72\u003c\/p\u003e \u003cp\u003eLegal Considerations 72\u003c\/p\u003e \u003cp\u003eTone 73\u003c\/p\u003e \u003cp\u003ePrinciples for Creating Scannable Copy 75\u003c\/p\u003e \u003cp\u003eAddressing Common Language Mistakes 75\u003c\/p\u003e \u003cp\u003eA Parting Note on Style 76\u003c\/p\u003e \u003cp\u003eNotes 76\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5 Developing an Architecture of Investment Content 77\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003ePart 1: Foundational Literature 78\u003c\/p\u003e \u003cp\u003eFirm-Overview and Investment-Capabilities Brochures 78\u003c\/p\u003e \u003cp\u003eStrategy and Product Profiles 84\u003c\/p\u003e \u003cp\u003ePackaging Your Strategy or Product Profile with Other Literature 107\u003c\/p\u003e \u003cp\u003eRFP Responses 107\u003c\/p\u003e \u003cp\u003ePitch Books 114\u003c\/p\u003e \u003cp\u003eCase Studies 117\u003c\/p\u003e \u003cp\u003eTopical Brochures 121\u003c\/p\u003e \u003cp\u003eConcluding Foundational Literature with a Call to Action 126\u003c\/p\u003e \u003cp\u003ePart 2: Intellectual Capital 126\u003c\/p\u003e \u003cp\u003eThe Strategic Use of Intellectual Capital 127\u003c\/p\u003e \u003cp\u003eThe Elements of Intellectual Capital 131\u003c\/p\u003e \u003cp\u003eThe Packaging of Intellectual Capital 132\u003c\/p\u003e \u003cp\u003eThe Process of Writing Long-Form Literature 140\u003c\/p\u003e \u003cp\u003ePart 3: Educational Literature 144\u003c\/p\u003e \u003cp\u003ePart 4: Digital and Social Media 147\u003c\/p\u003e \u003cp\u003ePart 5: Shareholder Communications 149\u003c\/p\u003e \u003cp\u003eFund-Performance Commentary 150\u003c\/p\u003e \u003cp\u003eNow That You’ve Mapped Architecture… 152\u003c\/p\u003e \u003cp\u003eNotes 153\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6 How to Simplify Complex Investment Subjects 155\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThink Bits—Not Pieces 155\u003c\/p\u003e \u003cp\u003eVisualize the Idea for Your Readers 157\u003c\/p\u003e \u003cp\u003eStart with a Preamble 158\u003c\/p\u003e \u003cp\u003eLay Out a Table 160\u003c\/p\u003e \u003cp\u003eUse a Frame of Reference, Analogy, or Metaphor 160\u003c\/p\u003e \u003cp\u003eGive an Example 162\u003c\/p\u003e \u003cp\u003eNote 162\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 7 How to Make Investment Writing Legally Compliant 163\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eAvoid Absolutes, Superlatives, and Definitive Statements… 165\u003c\/p\u003e \u003cp\u003eYou Can Be Predictive—But Not Promissory 167\u003c\/p\u003e \u003cp\u003eBe Specific Enough for Clarity—Yet General Enough to Accommodate Exceptions 170\u003c\/p\u003e \u003cp\u003eTime-Stamp Anything That’s Impermanent 171\u003c\/p\u003e \u003cp\u003eCherries are Not for Picking—and Securities Come at a Price 171\u003c\/p\u003e \u003cp\u003eNegotiate Gray Areas with Your Legal Reviewer 172\u003c\/p\u003e \u003cp\u003eUse Caution When Navigating Word Subtleties 174\u003c\/p\u003e \u003cp\u003eAvoid Redundant Qualifications 174\u003c\/p\u003e \u003cp\u003eUnless You’re Permitted, Do Not Dispense Investment Advice 175\u003c\/p\u003e \u003cp\u003eSocial (Media) Butterflies are Not Exempt from Regulatory Requirements 176\u003c\/p\u003e \u003cp\u003eConsult a Legal Specialist When Writing about Investment Performance 177\u003c\/p\u003e \u003cp\u003eSeek Ways to Streamline the Legal Review 177\u003c\/p\u003e \u003cp\u003eDiversify Your Language 178\u003c\/p\u003e \u003cp\u003eOn Legalities, Creativity, and Integrity 179\u003c\/p\u003e \u003cp\u003eNotes 179\u003c\/p\u003e \u003cp\u003eEpilogue: Where Investment Writing is Headed in the Twenty-First Century 181\u003c\/p\u003e \u003cp\u003eIndex 185\u003c\/p\u003e   \u003cp\u003e\u003cb\u003eASSAF KEDEM\u003c\/b\u003e 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.    \u003c\/p\u003e\u003cp\u003e\u003ci\u003eThe Investment Writing Handbook\u003c\/i\u003e is the practical and authoritative resource for creating investor communications that can drive positive results. It's been proven that quality investment writing is a prime motivator that can influence investor behavior. Written by Assaf Kedem\u003cb\u003e,\u003c\/b\u003e a seasoned financial communications professional, this essential guide explains how to draft well-crafted communications that can help educate investors, inform their decisions and shape their attitudes. \u003c\/p\u003e\u003cp\u003eThroughout the book, the author reviews the techniques and skills needed to develop a broad range of communications and literature for investor consumption. \u003ci\u003eThe Investment Writing Handbook\u003c\/i\u003e explores the basic elements of investment writing, shows how to apply journalistic, strategic and ethical principles to communications, and explains how to set the appropriate style that will pique investors' interests. The author also reveals what it takes to frame investment propositions as a solution to their challenges. \u003c\/p\u003e\u003cp\u003eModeled on real-world examples and compelling case studies from financial institutions, \u003ci\u003eThe Investment Writing Handbook\u003c\/i\u003e clearly illustrates how to simplify complex topics while ensuring the legal compliance of all communications. Kedem offers prescriptive guidelines for developing short- and long-form literature for print, digital, and social media—and he includes pointers on how to meet legal requirements in the process. \u003c\/p\u003e\u003cp\u003eOnce Kedem's writing principles and suggestions are put into play, crafting investment literature—from product profiles, brochures, and white papers to shareholder communications—will become second nature. \u003c\/p\u003e\u003cp\u003e\u003ci\u003eThe Investment Writing Handbook\u003c\/i\u003e is destined to become the well-thumbed \"bible\" for savvy investment writers who want to get their message across with clarity, polish, and the highest standards of professionalism.    \u003c\/p\u003e\u003cp\u003e\u003cb\u003ePraise for\u003c\/b\u003e \u003cb\u003eThe Investment Writing Handbook\u003c\/b\u003e \u003c\/p\u003e\u003cp\u003e\"An exhaustive, highly useful book—featuring plenty of instructive examples—that will serve anyone who writes for the investor.\"\u003cbr\u003e \u003cb\u003e—Darla Hastings,\u003c\/b\u003e Global Head, Marketing, Thomson Reuters Former Chief Marketing Officer, MSCI \u003c\/p\u003e\u003cp\u003e\"A vital companion for investment firms seeking to foster productive relationships with their clients, address their concerns, and establish a strong communication practice.\"\u003cbr\u003e \u003cb\u003e—Paul Galant,\u003c\/b\u003e CEO, Verifone Systems Former CEO, Citi Enterprise Payments \u003c\/p\u003e\u003cp\u003e\"A blueprint that advances the communications profession by offering effective techniques for simplifying complex investment matters, making them accessible and engaging, and conveying the value of investment services ethically and transparently.\"\u003cbr\u003e \u003cb\u003e—Jerry Webman,\u003c\/b\u003e Former Chief Economist, OppenheimerFunds Author of \u003ci\u003eMoneyShift: How to Prosper from What You Can't Control\u003c\/i\u003e \u003c\/p\u003e\u003cp\u003e\"A valuable source of counsel tackling the most delicate aspects of substance, style, and tone when communicating to the investor.\"\u003cbr\u003e \u003cb\u003e—David Maya,\u003c\/b\u003e Partner, Financial Services, Oliver Wyman \u003c\/p\u003e\u003cp\u003e\"A handbook that does an excellent job describing how to craft communications for investors, and from which I personally learned a great deal.\"\u003cbr\u003e \u003cb\u003e—Wesley R. Gray,\u003c\/b\u003e \u003cb\u003ePhD,\u003c\/b\u003e CEO, Alpha Architect Co-Author of \u003ci\u003eQuantitative Momentum\u003c\/i\u003e \u003c\/p\u003e\u003cp\u003e\"A trenchant guide that provides clear, tangible direction for all communicators in the investment-management business.\"\u003cbr\u003e \u003cb\u003e—Stephen Tisdalle,\u003c\/b\u003e Chief Marketing Officer, State Street Global Advisors\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47990269804773,"sku":"NP9781119356721","price":60.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781119356721.jpg?v=1761787139","url":"https:\/\/k12savings.com\/products\/the-investment-writing-handbook-isbn-9781119356721","provider":"K12savings","version":"1.0","type":"link"}