The Investment Writing Handbook: How to Craft Effective Communications to Investors

The writing "bible" for financial professionals

The Investment Writing Handbook 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.

Investment 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.

• Understand the principles of effective investor communication
• Master the conventions of informative and persuasive writing
• Examine well-written sample documents from real-world institutions
• Improve research papers, presentations, investor letters, marketing literature, and more

Virtually 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. The Investment Writing Handbook provides essential guidance and clear explanations to help you transform your communication strategy, execution, and results.

About the Author

Assaf Kedem is an award-winning writer who, over a career spanning two decades, has served in a range of communication roles at global financial institutions, including JPMorganChase, Merrill Lynch, BlackRock, Citigroup, Morgan Stanley, AllianceBernstein, Kohlberg Kravis Roberts (KKR), MSCI and OppenheimerFunds. 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. Assaf earned an M.S. in strategic communications from Columbia University and a B.A. in economics and management from the Israel Institute of Technology (Technion).