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by Assaf Kedem
The Investment Writing Handbook
Cover
Title Page
Preface
Introduction: For Whom Is This Handbook, and Why?
NOTE
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 STRATEGIC PURPOSES OF INVESTMENT WRITING
NOTE
CHAPTER 2: Writing for Investor Acquisition and Retention
FRAMING YOUR INVESTMENT PROPOSITION AS THE SOLUTION TO A PROBLEM
INVESTOR RETENTION: IT'S ALL IN THE COMMUNICATION
OTHER CONSIDERATIONS FOR REASSURING INVESTORS
NOTES
CHAPTER 3: Writing for Intermediaries
HOW INTERMEDIARIES EXPECT YOU TO COMMUNICATE
INTERMEDIARIES DON'T HAVE IT EASY, SO HELP THEM OUT
CHAPTER 4: Stylistic Considerations for Investment Writing
SETTING THE APPROPRIATE STYLE
ON USING JARGON
PIQUING INVESTORS' INTEREST
THE VALUE OF A STYLE GUIDE FOR INVESTMENT WRITING
KEY AREAS TO COVER IN YOUR FIRM'S STYLE RULES
A PARTING NOTE ON STYLE
NOTES
CHAPTER 5: Developing an Architecture of Investment Content
PART 1: FOUNDATIONAL LITERATURE
PART 2: INTELLECTUAL CAPITAL
PART 3: EDUCATIONAL LITERATURE
PART 4: DIGITAL AND SOCIAL MEDIA
PART 5: SHAREHOLDER COMMUNICATIONS
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
NOTE
Index
End User License Agreement
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The Investment Writing Handbook
The Investment Writing Handbook
How to Craft Effective Communications to Investors
ASSAF KEDEM
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