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  • Investment Writing

Investment Writing

Our services cover the entire investment communications process – from concept, planning and writing to polishing and proofreading investment communications materials, including market commentaries, fund factsheets and strategic perspectives, white papers, and RPFs.

Our strong investment background means we can leverage your senior executives' insights with a minimal investment of their time. We can write on a broad range of investment matters, producing clear, accurate and concise investment reports for institutional and retail clients with appropriate commentary on investment performance and diversity of particular funds.

Our services include:

  • Publications review - we work with clients to establish a benchmark for the quality and scope of investment communications.
  • Market & Fund commentaries - we write economic and market background and outlook, strategy, performance, and stock activity, providing insight into market drivers.
  • Fund commentary – we explain to clients your strategy, how it has affected past performance and its likely impact in future.
  • Investment Philosophy / strategy – we help to explain to clients and their advisers how and why you invest, in a language that they will understand.
  • Educational materials - we work on a wide range of investment communications projects helping clients better understand asset classes and the investment management process.
  • New product prospectuses/ RFPs - Improving your opportunity to win new business through clear communication.
  • Promotional material - we help to provide clear and directive investment marketing materials, ensuring that content is leveraged to gain maximum impact.
  • White papers – we write specialist articles on key issues affecting our clients.
   
  Our work
 
  • We write regular market commentaries and marketing brochures for several leading European asset managers. We liaise closely with in-house strategists and economists to put across their interpretations of market events and expected outlooks.
 
  • Wrote analysis on leading global asset manager’s funds, the drivers of fund performance and market developments, and produced a monthly market newsletter highlighting key strategies across the range of asset classes and distribution channels.
 
  • Responsible for customising standard and versioned content for specific business units of large global asset manager to ensure that the quality and content of communications was appropriate.
 
  • Produced series of articles and marketing brochures, and wrote the copy for a major professional investor website for a leading global investment bank.