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Research Editing

We offer a hands-on specialist editing service for your investment research reports, primarily focusing on reviewing equities, fixed income, and macro-economic texts. Working alongside analysts and research managers, we aim to raise the quality of financial research reports by ensuring all conform to the highest standards of accuracy, comprehensiveness and rectitude.

Research editing is one of our key specialisms and the cornerstone of our services. Bringing a wealth of hands-on editing experience from the biggest names in investment research, we benchmark to the highest international quality standards, applying consistency to the analytical and written approach. We also offer Supervisory Analyst (SA) approval for your investment research – either on a standalone basis, or integrated with our editing service.

On an ongoing basis we add value to research reports, whether by maintaining a consistent house style, picking up inconsistencies and mistakes, restructuring or helping with investment ideas etc. Research reports that are coherent, consistent, persuasive and well written will have a greater impact with investors.

In the current market environment, where investment research and other published materials are under ever greater scrutiny, any opportunity to get an edge over your competitors by producing consistently top-notch, error-free material is clearly beneficial.

Our approach
We are trained in both financial editing and supervisory analysis, and we systematically review investment reports for:
– commercial value
– quality of analysis and argument
– cross-referencing of data
– accuracy of financial analysis
– compliance and corporate sensitivities
– spelling, grammar, house style, and consistency

And, if you want it, we can offer a one-off intensive training programme for in-house staff, designed to improve their writing and communication skills

Why use us
There are various circumstances we can envisage which might lead you to make use of our expertise and experience:

  1. Whether or not you currently have in-house editorial facilities, you may be worried about the quality of your products
  2. You may be considering outsourcing your editorial requirements anyway
  3. You may be thinking about starting a publications department, without yet having addressed the issue of quality control.

   
Our Work
  • We edit financial research reports for several leading European and US investment houses. We liaise closely with in-house investment analysts and economists to ensure the quality of all published materials.
  • Managed the research editing function and set up a research publications department for a full-service Nordic bank. Responsible for establishing editorial best practice and managing publishing strategy.
  • Worked with leading global investment bank headquartered in London, focused on providing a high level of service to analysts through content editing, report restructuring and rewriting, scrutinising valuation analyses and analyst training.
  • Managed the delivery of retail research products for leading European investment bank via the group’s on-line consumer broking division. Involved extensive writing/ rewriting, repackaging of institutional research product and producing an on-line newsletter.