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How to Improve Your Quarterly Investor Letters (Members Only)

from CFA Society Chicago

Tuesday, January 30, 2018
4:00 pm - 6:00 pm
The Standard Club, 320 S. Plymouth Court, Chicago, IL

Program Description
For asset managers, writing quarterly (or monthly) letters that update investors on portfolio performance and market trends may seem simply like a cost of doing business. But these letters play an important role in showcasing the firm’s expertise and building trust with clients. This interactive session will show investment professionals how they can write quarterly letters and market commentaries that give readers the information they need while showcasing the firm’s expertise. more

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