Musings, Tips & News From The World Of Financial Communications
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The Value of Values: How to create ESG reports that matter
Mandatory or not, ESG reporting can attract investors and build loyalty, so why not produce an ESG report that goes beyond the standards?
Copylab Meets: Renée Baker, Head of Private Client Group Advisor Inclusion Networks at Raymond James
“When it comes to diversity and inclusion, there’s a lot of work that needs done” – Renee Baker, Head of Black Financial Advisors Network
Copylab’s Remote Interns Join the Glasgow Team…Virtually
Four months, countless Zoom training sessions, and Copylab’s first online internship later, we are proud to welcome our newest additions to the Glasgow investment writing team: Georgina Hodges and Alex Webb.
Ireland and Asset Management: Is This the Landing Zone?
Beyond the “landing zones” and “cliff edges”, what might a post-Brexit financial landscape look like? Our head of business development in Ireland, Karl Daly, investigates
A New Global Asset – China’s Rising Fund Management Industry
Projected to grow into the second-largest globally by 2023, Chinese asset management has already begun to shape global trends. In this article, Lewis Barrack investigates the changing landscape and how the industry can navigate the inevitable structural shift
Why Overlooking Outsourcing is Your Biggest Mistake
“Too expensive! Let’s just hire someone” is a common objection when it comes to #outsourcing. But in-house staff can cost more than you think, and outsourced writers come with a host of other benefits too.
Thriving Remotely: Maintaining Business Continuity During Crisis
The Covid pandemic laid bare the need for strong business continuity measures for investment marketers. From communications to team management, here’s how to prepare for the next crisis.
Contemplating Covid: Investor Behaviour and the Pandemic
As with other crises: you have your beeliners for safety and your risk-takers, but how has investor behaviour in the coronavirus market made it different?
5 Tips to Nail Your Assessment of Value Report
The assessment of value is a marketing document, a remarkably candid one, but a marketing document nonetheless. Use it as an opportunity to remind your clients what it is you do well. And where issues are being resolved, it’s another opportunity to demonstrate that you are putting the client experience at the heart of what you do
8 Bits of Financial Jargon That Must Go — But Won’t
Few things divide like jargon. While inspiring terror or teeth-gnashing rage in communications pros, people using such language might meet it with a shrug of indifference or, worse, a glint of pride.
So what, you might reasonably ask, is so bad about it?
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