Podcasts from CFA Institute Annual Conference

The CFA Institute’s Annual Conference in Vancouver attracted record attendance. Now, you can listen to podcasts of some of the speakers, if you’ve paid for a Total Access membership in the CFA Institute. As of May 29, you can listen to: Building a Global Equity Portfolio by Lawrence S. Speidell Prediction Markets: The Collective Knowledge […]

Should you use "Track Changes" as you edit articles?

Microsoft Word’s “Track Changes” feature highlights insertions and deletions that different people make in your document. Should you use it as you get input on your article, white paper, investment commentary or other piece? I like my clients to use Track Changes to show me their edits. But I prefer to turn it off on […]

How to get a portfolio manager’s attention, and other email tips from an investment marketing consultant

It’s not easy getting portfolio managers to open your emails. That’s why investment marketing consultant Jen Dunning sometimes writes her email subject lines completely in capital letters. “INVESTMENT COMMENTARY – PLEASE APPROVE BY JUNE 30” grabs the reader’s attention where a meeker “Please approve by June 30” would not. Note that she puts her key […]

Producing investment pitch books without losing your mind, and other advice from Margaret Patterson

Designer Margaret Patterson’s posts about investment management pitch books were among the most popular on my previous blog. Her tips can make producing these important marketing materials less stressful. Here are links to her posts. Creating Pitch Books Without Losing Your Mind: Design & Content Management Tips Producing Pitch Books Without Losing Your Mind, Part […]

Writing Sample: "Don’t Get Stuck Paying Extra Taxes"

The subject line “Don’t Get Stuck Paying Extra Taxes” compelled me to open the e-mail. That’s the power of a subject line that tells the reader “what’s in it for me.” I opened the latest e-newsletter from Westchester Mortgage even though I was pretty sure I’m not making any dumb tax mistakes with my house. […]