The Investment Writing Handbook: How to Craft Effective Communications to Investors (Wiley Finance) - Hardcover

Über die Autorin bzw. den Autor

ASSAF KEDEM 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.

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Praise for The Investment Writing Handbook

"An exhaustive, highly useful book—featuring plenty of instructive examples—that will serve anyone who writes for the investor."
—Darla Hastings, Global Head, Marketing, Thomson Reuters Former Chief Marketing Officer, MSCI

"A vital companion for investment firms seeking to foster productive relationships with their clients, address their concerns, and establish a strong communication practice."
—Paul Galant, CEO, Verifone Systems Former CEO, Citi Enterprise Payments

"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."
—Jerry Webman, Former Chief Economist, OppenheimerFunds Author of MoneyShift: How to Prosper from What You Can't Control

"A valuable source of counsel tackling the most delicate aspects of substance, style, and tone when communicating to the investor."
—David Maya, Partner, Financial Services, Oliver Wyman

"A handbook that does an excellent job describing how to craft communications for investors, and from which I personally learned a great deal."
—Wesley R. Gray, PhD, CEO, Alpha Architect Co-Author of Quantitative Momentum

"A trenchant guide that provides clear, tangible direction for all communicators in the investment-management business."
—Stephen Tisdalle, Chief Marketing Officer, State Street Global Advisors

Aus dem Klappentext

The Investment Writing Handbook 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, 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.

Throughout the book, the author reviews the techniques and skills needed to develop a broad range of communications and literature for investor consumption. The Investment Writing Handbook 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.

Modeled on real-world examples and compelling case studies from financial institutions, The Investment Writing Handbook 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.

Once 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.

The Investment Writing Handbook 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.