"e;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."e; Mark Mobius, President, Templeton Emerging Markets Fund "e;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."e; Andrew Leeming, Author of The Super Analysts "e;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."e; Jake van der Kamp, Financial Columnist, South China Morning Post "e;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."e; Anthony Espina, Chairman, Hong Kong Stockbrokers Association

"There is a strong need for this book by Jeremy Bolland, whichdissects all issues relating to securities research. Therequirement for better research does not only apply to the USsecurities market but to securities markets all over the world.This book is relevant in any setting. It will equip analysts withmany useful tools to help them achievesuccess." --Mark Mobius, President, TempletonEmerging Markets Fund"Jeremy Bolland's book is essential reading for all people involvedin writing securities research. Moreover, it is not just atechnical and legal guide, but also a timely reminder of theprinciples of good writing." --Andrew Leeming, Author ofThe Super Analysts"Knowing your ratios and spreadsheets is no longer enough to becomean investment analyst. As Jeremy Bolland points out, you need toknow your do's and don'ts of how to approach clients and companies.This guide to doing it properly is an obvious selection for thebookshelf of anyone who aspires to offer investment advice and afine reference for anyone who receives such advice."--Jake vander Kamp, Financial Columnist, South China Morning Post"At last, here's a comprehensive yet easy-to-read guide explainingall the best practice principles involved in writing securitiesresearch. It is full of useful information. If all securitiesanalysts followed the guidance that has been clearly laid out inthis book by Jeremy Bolland, research enforcement regulators aroundthe world would be out of a job. Anyone who is involved in writingand publishing research, or using research for investmentdecisions, from the novice to the expert, should read this book. Ihighly recommend it."--Anthony Espina, Chairman, Hong KongStockbrokers Association

Foreword.Introduction.Acknowledgments.Abbreviations.Chapter 1: Principles of Research.Chapter 2: Independence of Research and Conflicts ofInterest.Chapter 3: Non-research: E-mails, Faxes and InternalCommunications.Chapter 4: General Writing, Editing and PublishingConsiderations.Appendix.Index.