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My New Year’s Resolutions as a Financial Writer
‘Tis the season for ambitious goal-setting in all areas of our lives. While you may have set New Year’s resolutions related to your health, your career, and your relationships, you may want to also think about ways that you can improve your writing in 2018. Well, at...
What Asset Managers Need to Know About Marketing to Millennials
With Millennials set to inherit an estimated $40 trillion from aging Baby Boomers over the next several decades, it’s no surprise that asset management firms have spent a tremendous amount of energy trying to figure out how to crack the Millennial code. While most of...
Evolve or Die: Asset Management Marketing in The Age of Disruption
The disruptive forces that are reshaping the asset management industry—robo advisors, fee compression, consolidation, regulatory change, just to name a few—are well known. What’s not as clear, however, is how asset managers need to adapt their marketing communications...
FCS Recap: Marketing Financial Services to Women
Women are living longer than men, graduating with professional degrees at a faster rate than men, and representing an increasing percentage of senior executives and entrepreneurs. As a result, women’s influence as investors and consumers of financial services is...
Do Emojis, Hashtags, and GIFs Belong in Your Financial Writing?
Asset management has always been one of the most conservative industries in terms of its approach to marketing communications. Obviously, much of this lack of risk-taking stems from compliance restrictions. But this conservatism is more pervasive than being limited in...
CAIA Event Recap: Has Private Equity Entered Bubble Territory?
With fundraising by private equity funds hovering near all-time highs for the past several years, many institutional investors have been asking whether there is a bubble in private equity as an asset class. University of Chicago Booth School of Business Professor...
5 Sections to Include in Your Financial Writing Style Guide
“There’s only one way to eat an elephant—one bite at a time.” This is one of the many great lessons that my dad has taught me. It’s helped me overcome feeling overwhelmed at the beginning of many large projects, and it’s been especially helpful throughout my career as...
How to Create a Style Guide for Your Financial Writing
What could possibly be less exciting than a blog post about capitalization, punctuation, and number-usage rules? A blog post that combines all of those stylistic topics with a lecture about how your firm should have a style guide to help you enforce consistency across...
How to Write About Controversial Topics in Your Investment Newsletter
Many investment firms struggle when deciding what they should write about in their investor newsletters. These decisions can become particularly difficult when there are high-profile news events that are dominating headlines in the mainstream media. As a financial...
3 Tips For Writing High-Quality Investor Letters
Writing quarterly letters to investors is a fact of life for portfolio managers, financial advisors, and other professionals in the asset management industry. Whether you operate a mutual fund that is legally required to send out a quarterly letter or you’re a...