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Writing securities research : a best practice guide by Jeremy Bolland

Posted On March 23, 2017 at 11:25 pm by / Comments Off on Writing securities research : a best practice guide by Jeremy Bolland

By Jeremy Bolland

The ebook highlights the key hazards that securities analysts (and different securities pros) face. a number of the legislation, ideas and rules that securities analysts are topic to are extensively cut up into 3 different types: research-specific principles and laws; market-wide legislation; and society-wide legislation and customs. the dangers that come up out of those a number of degrees of ideas and rules, insofar as research Read more...

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The booklet highlights the main dangers that securities analysts (and different securities execs) face. some of the legislation, ideas and laws that securities analysts are topic to are broadly Read more...

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Introduction More education rather than more regulation However rules and regulations evolve, there will inevitably still be a need for good securities research, investment ideas and M&A advice. In this book, we are interested in both securities regulations and ethical behavior within the world of securities research. The former try to formalize what can and can’t be done within definitions, whereas the latter is much more nebulous and encompasses more universal principles of moral behavior among research analysts and within the research departments of banks, brokerages, fund management houses and credit rating agencies.

When analysts give valu­ ations, they must make clear what their assumptions are. They need to make clear what valuation years are being used and, if they are prospec­ tive, whose estimates they are based on. Changes in valuations: Analysts should always make clear what changes they are making since their last report, giving reasons why they are making the change. If they are changing their fair-value or target price, they should say what element of the valuation has changed; for example, discount-rate assump­ tion, earnings forecasts, valuation multiple, year of valuation and so on.

In this book, we are interested in both securities regulations and ethical behavior within the world of securities research. The former try to formalize what can and can’t be done within definitions, whereas the latter is much more nebulous and encompasses more universal principles of moral behavior among research analysts and within the research departments of banks, brokerages, fund management houses and credit rating agencies. The book attempts to combine aspects of both spheres to reach a set of best-practice principles and guidelines for securities-research analysts, research man­ agers and financial editors to follow, wherever they are based and which­ ever markets or sectors they cover.

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