20 September 2012

Take 15: Analyst Risks and Pitfalls: Best Practices for Investment Research (Video)

Posted In: Leadership, Management & Communication Skills

Jeremy Bolland, author of Writing Securities Research: A Best Practice Guide, discusses the best practices for banks, brokerages, and research analysts for the production and dissemination of investment research, as well as the regulatory landscape in the Asia Pacific region.

This episode of the Take 15 Series was originally released on 5 September 2012.

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Tags: ethics, Take 15, Videos, Writing

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About the Author(s)

Samuel Lum, CFA

Samuel Lum, CFA, was director of Private Wealth and Capital Markets at CFA Institute, where he focused on wealth management and capital markets, mainly in an Asia-Pacific context.