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Processes & Services

Refining copy/editing

 

If your goal is to simply revise commentary provided by portfolio managers, Tim can tactfully edit language without changing the context, write content to explain concepts, adjust index names and other terms where required, proof data and correct errors using tracked changes. Importantly, Tim will edit copy to comply with Sarbanes-Oxley Act/compliance guidelines and to help ensure that it flows smoothly, reads well and is clear.
 

Writing letters from Chief Investment Officers    and Portfolio Managers

 

Based on your organization's research and goals, Tim can propose ideas to your team, compile internal and external research, establish call-to-action conclusions that reflect your goals, write copy and create tables. 

 

Researching markets and data, checking facts

 

Besides providing traditional editorial services, Tim can conduct and apply research from reputable third-party sources, which he will provide to you for backup, and extract data from your internal reports, spreadsheets and firm's research to write, edit and proof commentaries. 

Interviewing portfolio managers and adding content to commentaries they submit where required

 

Some portfolio managers prefer to be interviewed or to provide bullet points or rough copy that include valuable insights but require a writer to research and add firm-approved standard market commentary, and insert return data, disclosure language and other facts. Tim can comfortably address these needs by applying his prior experience working on staff at financial institutions and extensive work as an independent contractor.

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