Should stock analysts use Twitter?
If you’re an analyst, should you consider using Twitter for research? Check out “Should Analysts Use Twitter?” by Jeremiah Owyang, a senior analyst at Forrester Research, for three key questions that’ll help you decide. Basically, it depends on what industry you cover and whether the people in your industry are Twittering. To see if people […]
Writing sample: Three key lessons from “Schwab and TD Ameritrade Financial Stability”
Sometimes a little tweaking can make your email message more compelling to your readers. That’s especially true when you make your message reader-centric. Below you’ll find a “before” example of a message I received recently and the “after” version with my edits to make it more client-focused. BEFORE: Schwab and TD Ameritrade Financial Stability We […]
New GIPS standards will change the rules for marketers of separate accounts
Marketers of investment strategies marketed using performance composites will have to learn new recommendations and rules once GIPS 2010 goes into effect. If you’re a reader of marketing materials for separate accounts, you will find new information to digest. GIPS is short for Global Investment Performance Standards. The next draft of GIPS standards will be […]
What the heck is Twitter?
It’s tough to keep up with all of the social networking tools and their business uses. One that I’ve struggled to see the value of –at least for me–is Twitter. Twitter is like a series of mini blog posts or updates, as described in the slide show on “Twitter in Plain English.” As the Twitter […]
Better client reporting on investments is coming, says speaker at GIPS conference
Better client reporting on investments is on the horizon, according to “The Future of Performance Measurement,” a Sept. 25 presentation by Stefan Illmer, head of client reporting for Credit Suisse, at the CFA Institute’s GIPS Standards Annual Conference in Boston. There is “increasing pressure to provide analytics…from the client’s point of view” in addition to […]