- Ensure research is expectational, novel, thorough, examinable and revealing before communicating to others.
- Communicate stock-related messages in a manner that is differentiated, validated, conclusion-oriented, easy-to-consume and aware of other views.
Communicate Unique Stock Calls Successfully So Others Take Action
Workshop
4 hours
4 hours
Availability
CFA CE Credits
4.0
4.0
The Problem
Portfolio managers want unique forward-looking insights communicated in an easy-to-digest manner. And yet, in our study of PMs around the world, they criticize that over 75% of research is backward-looking or undifferentiated. A poorly constructed research report or presentation often is a symptom of a bigger problem, namely a lack of research to justify the call. Even when the content is high quality, analysts often are ineffective in concisely communicating how their differentiated, forward-looking view is supported with validated research.
The Solution
Analysts utilize our frameworks to improve the quality of their content and message. Before analysts begin to communicate the first word of new research, it’s critical to ensure the content meets or exceeds our ENTER™ Quality Framework, which ensures the research is Expectational, Novel, Thorough, Examinable and Revealing. From there, we provide our ADViCE™ framework to ensure the stock call message is delivered effectively, via conversation, email, report or presentation. This hands-on, practical approach demonstrates the analyst’s message is Aware (of alternate views), Differentiated, Validated, Conclusion-oriented and Easy-to-consume. By using these frameworks, analysts maximize the impact in communicating their stock calls.
This Workshop Will Empower You To…
- Use our ENTER™ framework to identify when your research meets or exceeds a quality threshold, to determine if it’s ready to be communicated to others
- Be expectational in conducting research, even when analyzing historical data
- Design and construct an email, slide presentation and research report that meets all of the ENTER™ and ADViCE™ elements required for impactful stock communications
- Evaluate research reports and presentations using the ADViCE™ system to ensure they are being communicated in a manner that portfolio managers and other institutional investors prefer to receive
- Choose the optimal communication channel for delivering your stock ideas to balance the efficiency of delivery with the importance of motivating others to act on your ideas
Get FREE Sample
Free Sample Module and Materials From This Workshop
James J. Valentine, CFA
About the Workshop Author and Facilitator
James Valentine, CFA, is the author of the top-selling book Best Practices for Equity Research Analysts and founder of AnalystSolutions. He began his career as an equity research analyst, where the major North American investor polls ranked him among the top three in his sector for ten consecutive years, and Forbes identified him as one of the top three among all 2,000 U.S. sell-side analysts. Between the time as an analyst and founding AnalystSolutions, he held the role of Director of Training for Morgan Stanley’s Global Research department where he implemented a new global training program for 500 analysts and associates. His passion is to help analysts improve performance which he does by conducting presentations and workshops for internationally-recognized conferences, buy-side and sell-side firms, CFA Societies and universities with top finance programs.
Let us know your interests
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
You have Successfully Subscribed!
Let us know your interests
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
You have Successfully Subscribed!
Evalulate our tools for free
We offer free full versions of our content for evaluation purposes (valued at over $700) to professionals holding the following roles:
- Manager of buy-side or sell-side analysts (DOR or PM)
- CFA Society leader responsible for programming
- Professor teaching students pursuing careers in equity research
You will receive:
- Free GAMMA PI™ assessment
- Free access to our presentation "Are You a Great Analyst?"
- Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
- Sample chapter of Best Practices for Equity Research Analysts
To ensure a quick verification of your role above (usually within one business day), please provide the email address issued by your organization.
You have Successfully Subscribed!
Try 2 of the 15 GAMMA PI™ Modules for Free
You will be directed to the FREE SAMPLE EDITION of our GAMMA PI™ Equity Research Analyst Self-Assessment. Please provide a valid email address to receive your results (your email address remains confidential within AnalystSolutions).