Investment Report Writing Training

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Private Class from

2700/day

(2 Days)

Introduction

Well written reports result in time savings and investor satisfaction as investors can quickly zoom in on the investment options which best match their investment objectives and risk profiles. A structured report with both concise summaries and detailed analyses of investment options allows investors to go into the level of details which best satisfies them. In addition, good analyses provide confidence to investors that their investment objectives will be met with minimal risks.


Objectives


  • Connect to your target readers by empathizing with their investment objectives
  • Clearly identify the viable investment options
  • Recommend the optimal investment option
  • Identify clearly how the recommended option matches the client's investment profile


Audience


This program is designed for staff involved in the preparation of investment reports.


Methodology


The program is interactive and participative allowing participants to internalize the concepts and knowledge learnt. There is a mixture of lectures, skill practices, and discussions, to integrate the learning.

Module 1: Reader Requirements
  • Identifying your reader context with respect to their expertise and point of view
  • Matching your reader’s requirements to your requirements as a writer
  • The importance of identifying assumptions
  • Report Key Performance Indicators(KPI)

Learning Outcome

Participants should be aware that their viewpoint may not match their reader’s viewpoint.

Module 2: Report Foundations
  • Report Components
  • Introductions, Titles, Backgrounds
  • Analysis, Conclusions, Recommendations
  • Appendices, Executive Summaries
  • Use of Components

Learning Outcome

Participants should be able to understand the use of the standard report components, and how they fit into the overall flow of the report.

Module 3: Report Writing
  • Developing Report Body
  • Financial Analysis
  • Non-Financial Analysis
  • Risk Assessment
  • Structuring Report Flow

Learning Outcome:

Participants should be able to develop a report body that is organized logically and systematically, to match the report objectives


Module 4: Writing Tools
  • Common Writing Tools
  • Using Section Titles
  • Grouping Ideas In Paragraphs
  • Managing Jargon and Acronyms
  • Managing Visuals – Graphs and Tables

Learning Outcome:

Participants should be able to select the appropriate writing tool or technique to be used, in order to convey their findings as concisely and accurately as possible to their readers

Module 5: Conclusions & Recommendations
  • Reader Expectations of Conclusions and Recommendations
  • The Differences Between Conclusions and Recommendations
  • Contents of Conclusions
  • Assessment of Viable Options

Learning Outcome

Participants should be clear about what readers expect from conclusions and recommendations, and the differences between the two

Module 6: Development of Recommendations
  • Recommendation Development
  • Critical Analysis of Potential Options/Recommendations
  • Valuations
  • Risk Assessments
  • Decision Making Tools To Select Optimal Investment Option
  • Presenting Recommendations with Justifications

Learning Outcome

Participants should be able to understand the unique requirements of recommendations, and use critical thinking and decision making tools to select the best possible recommendation, and present it persuasively to investors or decision makers

Module 7: Executive Summaries
  • Executive Summary
  • Decision Making Tool for Investors/Decision Makers
  • Content and Organization
  • Differences Between Summaries and Abstracts

Learning Outcome:

Participants should be able to write an executive summary which enables a busy investor/decision maker to make a quick decision about the recommendations made in a report.

Trainers