"There is a strong need for this book by Jeremy Bolland, which
dissects all issues relating to securities research. The
requirement for better research does not only apply to the US
securities market but to securities markets all over the world.
This book is relevant in any setting. It will equip analysts with
many useful tools to help them achieve
success." --Mark Mobius, President, Templeton
Emerging Markets Fund
"Jeremy Bolland's book is essential reading for all people involved
in writing securities research. Moreover, it is not just a
technical and legal guide, but also a timely reminder of the
principles of good writing." --Andrew Leeming, Author of
The Super Analysts
"Knowing your ratios and spreadsheets is no longer enough to become
an investment analyst. As Jeremy Bolland points out, you need to
know your do's and don'ts of how to approach clients and companies.
This guide to doing it properly is an obvious selection for the
bookshelf of anyone who aspires to offer investment advice and a
fine reference for anyone who receives such advice."--Jake van
der Kamp, Financial Columnist, South China Morning Post
"At last, here's a comprehensive yet easy-to-read guide explaining
all the best practice principles involved in writing securities
research. It is full of useful information. If all securities
analysts followed the guidance that has been clearly laid out in
this book by Jeremy Bolland, research enforcement regulators around
the world would be out of a job. Anyone who is involved in writing
and publishing research, or using research for investment
decisions, from the novice to the expert, should read this book. I
highly recommend it."--Anthony Espina, Chairman, Hong Kong
Stockbrokers Association
Autorentext
Jeremy Bolland has over 20 years of experience in the world of investments, and has worked in London, Tokyo, and Hong Kong. For the past 13 years he has worked at global investment banks, including a five-year stint at Morgan Stanley and five years as a director at ING/ING Barings. In 1997 he qualified as a supervisory analyst (SA). As an SA he approves securities research for worldwide distribution. Previously he was marketing director and company secretary of an industrial and commercial property development company in the UK. He is the author of A Guide to Investment in Enterprise Zones. Jeremy Bolland grew up in Malaysia, holds an honours degree in Classics from King's College, London University, and studied Chinese at SOAS and Beijing Normal University. He lives in Hong Kong with his wife and son.
Zusammenfassung
"There is a strong need for this book by Jeremy Bolland, which dissects all issues relating to securities research. The requirement for better research does not only apply to the US securities market but to securities markets all over the world. This book is relevant in any setting. It will equip analysts with many useful tools to help them achieve success." Mark Mobius, President, Templeton Emerging Markets Fund
"Jeremy Bolland's book is essential reading for all people involved in writing securities research. Moreover, it is not just a technical and legal guide, but also a timely reminder of the principles of good writing." Andrew Leeming, Author of The Super Analysts
"Knowing your ratios and spreadsheets is no longer enough to become an investment analyst. As Jeremy Bolland points out, you need to know your do's and don'ts of how to approach clients and companies. This guide to doing it properly is an obvious selection for the bookshelf of anyone who aspires to offer investment advice and a fine reference for anyone who receives such advice."Jake van der Kamp, Financial Columnist, South China Morning Post
"At last, here's a comprehensive yet easy-to-read guide explaining all the best practice principles involved in writing securities research. It is full of useful information. If all securities analysts followed the guidance that has been clearly laid out in this book by Jeremy Bolland, research enforcement regulators around the world would be out of a job. Anyone who is involved in writing and publishing research, or using research for investment decisions, from the novice to the expert, should read this book. I highly recommend it."Anthony Espina, Chairman, Hong Kong Stockbrokers Association
Inhalt
Foreword.
Introduction.
Acknowledgments.
Abbreviations.
Chapter 1: Principles of Research.
Chapter 2: Independence of Research and Conflicts of
Interest.
Chapter 3: Non-research: E-mails, Faxes and Internal
Communications.
Chapter 4: General Writing, Editing and Publishing
Considerations.
Appendix.
Index.