Writing​ & Editing                     Research & Analysis             Fact-checking & Proofing  

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A well-written commentary and educational marketing content can be powerful tools for providing the story behind fund returns, build a brand and compel shareholders to take more of an interest in their investments. For 25 years I've been leveraging content from research reports to write easy-to-digest marketing communications. Moreover, I analyze data, ghostwrite and copyedit shareholder reports and market commentaries for chief investment officers, portfolio managers and economists at leading global investment companies. Before I became an independent contractor/freelancer, I was a manager and senior writer at New York City-based financial institutions and law firms, so I understand their internal processes and compliance guidelines.

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                                                                   Adding more value than pure writers 

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Depending on your needs, I can compile external research, study statistics, suggest themes, check benchmark indexes, draft original market commentary or simply refine portfolio managers' copy with discretion to ensure that it's clear and true to their message. I can apply my experience interviewing portfolio managers to help ensure that commentaries easily meet compliance guidelines, and clarify jargon so language resonates with investors.  

 

I write extensively about equities, fixed-income, commodities, alternative assets, hybrid instruments, REITs and other assets in developed sovereign and emerging markets. Themes include sustainable investing. Years ago I was a Registered Investment Advisor Representative.

 

Although financial institutions often provide raw commentary, I can ghostwrite content based on your research and information from external sources (see links on the right). Portfolio managers can tailor content I write or copyedit. Learn about the many ways in which I work with firms and different services 

under editorial Processes & Services, read writing samples, and contact me. 

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Examples of merely several writing samples...

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• Detailed sample commentary with takeaway: I wrote this communication, based on my own research, to show how I can identify trends and draft a story that shows how market activity in simply two quarters can make a strong case for maintaining a long-term investment horizon. Read document.

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• Letter from the Chief Investment Officer and Market Monitor: Conducted research using internal and external analysis, identified trends with internal team, wrote copy based on findings, created tables, incorporated comments and proofed content for accuracy. Read document.  ​

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• Equity and fixed income market overviews: Completed economic and market research, discussed content with management, wrote copy and incorporated comments. Read document.

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• Commentaries: Reviewed fund performance spreadsheets, index returns, currency reports, portfolio managers' views and other information, wrote commentaries and proofed content. Read document.

 

I can provide "marketing" and "educational" examples upon request depending on the topic.

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More examples        Contact me.