investment commentary

Webinar: How to Write Investment Commentary People Will Read

Your quarterly client letter or commentary is an essential part of your communications. Wouldn’t it be great if your clients actually read it?

Writing about topics that will interest your clients—and packaging them in a reader-friendly way—will boost your return on investment. You’ll attract more readers and deepen your relationships with clients, prospects, and referral sources who’ll become more likely to share your commentary with others.

Date: June 22, 2017; 1:00 p.m.-2:00 p.m. Eastern

Registration closes at 12 midnight on June 21, 2017.

“How to Write Investment Commentary People Will Read” is an interactive one-hour webinar. You’ll leave with tips you can apply immediately to

  • Generate and refine ideas for your commentary that will engage your readers
  • Organize your thoughts before you write so you can write more quickly and effectively
  • Edit your writing so it’s reader-friendly and appealing

We’ll also cover challenges such as how to discuss disappointing performance.

You’ll learn through an interactive webinar with plenty of time for Q&A. If you can’t attend the live presentation, don’t worry. The recorded webinar will become available shortly after the presentation. Also, you’ll have a chance to submit questions to me when you fill out your pre-webinar survey.

This class is based on the program that I’ve delivered to CFA societies across North America. The CFA Institute’s Enterprising Investor blog calls me “famous among CFA societies for her effective-writing workshops…”


June 22, 2017 from 1:00 – 2:00 pm EDT

Registration closes at 12 midnight June 21, 2017, the last business day before the webinar.


$207 (or $187 per person for 2+ participants from the same company)


Extraordinarily useful.

The speaker had a great presentation. Mind mapping was helpful for organizing thoughts.

Usually, New Yorkers are quite blasé. They came to attention with Susan’s presentation. I am certain the good word about her will buzz around from those who attended and wholeheartedly participated in “How to Write Investment Commentary People Will Read.” Susan’s excellent presentation included practical tips and great interaction with the audience. Her mapping technique will impact my approach to writing immediately!

What participants say about other classes and workshops by Susan Weiner, CFA

I found this presentation very helpful because it focused on key elements to being an influential but understandable advisor.

Susan’s presentation brought to life the benefits of better writing.

Great tips for jump starting my client communications.

Susan’s presentation made me want to go back to my office and juice up my emails and letters.


About Susan Weiner, CFA
I help chief investment officers and other investment professionals increase the impact of their writing on clients and prospects. I have spoken on “How to Write Investment Commentary That People Will Read” across North America for the CFA Institute. Earlier in my career, I was director of investment communications at Columbia Management Group, a trustee at Batterymarch Financial Management, and a staff reporter for a weekly mutual fund publication.

If you’d like to learn about future classes…

…then select “Information on upcoming classes, workshops, and other events” when you join my email list. You can also sign up for my free monthly e-newsletter with practical tips on client mycommunications.

Frequently Asked Questions

Q. What is a webinar?
A. In this case, it’s a PowerPoint presentation delivered over the Internet with audio. You’ll receive a link before the presentation date. After you enter your name and email address, you’ll be able to view the presentation on your screen. You can listen to the audio through your computer or you can dial a phone number to listen. The presentation is interactive. You’ll be able to ask and answer questions.

Q. What if I’m not available at the time of your presentation?
A. The webinar will be recorded. Within one week of the presentation, you’ll receive an email with a link where you can access your recording. If you know ahead of time that you can’t attend the live presentation, you can submit your questions in advance for possible inclusion in the Q&A part of the webinar.

Q. Will I be able to ask questions during the live presentation?
A. Yes, the webinar has a box where you can type in questions. You’ll be able to submit questions in advance, when you fill out your pre-webinar survey.

Q. Which societies of the CFA Institute have you spoken to about investment commentary?

  • Baltimore CFA Society, Baltimore, Md.
  • Boston Security Analysts Society, Boston, Mass.
  • CFA Society of Colorado, Denver, Colo.
  • CFA Society of Naples, Naples, Fla.
  • CFA Society of Washington, D.C.
  • CFA Victoria, Victoria, British Columbia, Canada
  • Hartford Society of Financial Analysts, Hartford, Conn.
  • Maine CFA Society, Portland, Me.
  • New York Society of Security Analysts
  • Providence Society of Financial Analysts
  • Refining Wealth Conference, Edmonton, Calgary, Canada
  • Stamford CFA Society, Stamford, Conn.

I have presented on investment commentary to CFA societies ranging from Naples, Fla., to Edmonton, Alberta, Canada. Here I present to the New York Society of Security Analysts.

Q. We’re interested in a customized, onsite writing workshop. Do you do those?

A. Yes, I’ve created customized workshops for corporate clients on topics including the following:

  • Writing Effective Emails and Letters
  • Supercharge Your Writing for the Web
  • How to Write Municipal Bond Commentary People Will Read

My customized workshops incorporate writing samples from the clients. This helps focus the content on their employees’ biggest challenges.