Investment Writing

Investment Writing



Must Read : Important Resources

Investment Writing: Clarity is the Key


Researching the Subject

Best Practices for Equity Research Analysts
Webcast from CFA Institute

Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts
Book from Mc-Graw Hill

Equity Asset Valuation, Second Edition
Book from CFA Institute Investment Series

How to Ask Questions to Management
Article and podcast from the Indian Association of Investment Professionals

After the Credit Crisis: Transparency and Other Issues in Financial Statement Analysis
Audio podcast from CFA Institute

Financial Analysis — How to Spot Red Flags
Video webcast from the CFA Society Singapore

How to Read a 10-Q
Audio webcast from CFA Institute

Relative Valuation: Improving the Analysis and Use of Multiples
Video webcast from CFA Institute

Financial Shenanigans: How to Detect Accounting Gimmicks and Fraud in Financial Reports
Webcast from the 2010 CFA Institute Annual Conference


Developing Your Report

Equity Research Report Essentials (PDF)
A how-to guide developed by CFA Institute

CFA Institute Industry Guides
Industry-specific overviews developed by CFA Institute

How to Improve Your Investment Writing
Post from Enterprising Investor blog

Plagiarism versus Copyright Infringement: When Attribution Isn’t Enough
Article from CFA Magazine

Challenging Industry Norms: What Do Financial Reports Really Report?
Audio podcast from CFA Institute

SEC’s Release on Incorporating IFRS into the U.S. Financial Reporting System: Investor Considerations
Audio podcast from CFA Institute