CHAPTER 1The Building Blocks of Investment Writing

Having selected this of all handbooks, you likely have a firm grasp—or at least a general idea—of what investment writing is. Still, I'll offer a definition to frame what this book will cover.


In the broadest terms, investment writing is the development of copy that serves one or more of the following aims:

  1. To inform or educate current and prospective investors
  2. To offer or promote an investment product or service
  3. To cultivate relationships with investors and their advisors and consultants, influence their opinions, manage their expectations, and address their concerns

For the first you may write research papers, commentary, periodical reports, and explanatory literature intended to demystify investment concepts, introduce new ideas and perspectives, and keep investors apprised of issues relating to their investments. The second requires writing explicitly to promote a firm's investment capabilities and can take the form of marketing literature (such as brochures), product fact sheets, case studies, pitch books, presentations, and proposals (RFPs). And the third requires ongoing communication, such as in the form of letter correspondences, newsletters, and various forms of commentary. This book will explain how to write for each.

But first, there are general principles that apply to all forms of investment writing across the board, which usually revolve around answering any combination of ...

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