Writing Securities Research: A Best Practice Guide, 2nd Edition

Writing Securities Research is a comprehensive guide for securities research analysts around the world. Analysts who want to write research that is clear, concise and actionable should carefully read and digest the contents of this book. I would say that it should also be compulsory reading for research managers,compliance officers, editors, securities lawyers, securities regulators and students of investment and finance. Jeremy Bolland's book helps to equip analysts with many useful tools to help them achieve securities research success.
—Dr. Mark Mobius
Executive Chairman of Templeton Asset Management Ltd.

Jeremy has made a major contribution by incorporating and explaining ethical principles in the writing and dissemination of investment research. He uses real-life examples as illustration which enhances the reader's understanding. This is a practical book for analysts, academics, regulators and students of finance.
—Lee Kha Hoon
Asia Pacific Head of Standards and Financial Market Integrity, CFA Institute

For every research analyst, research manager, research counsel and supervisory analyst, a large proportion of his or her role involves the circumnavigation of a dense body of global, often conflicting, regulation. In training sessions, many analysts ask: "But how does this apply to me? Why do the US rules apply if I'm based in Hong Kong? How do I recognize price-sensitive information?" Jeremy has done what no one thought of doing before: he has pulled together the rules and the examples where firms and individuals fell foul of those rules, distilled into a best-practice guide that can be used by the green and the seasoned in any jurisdiction.
—Emma Pegler
Global Head of Research Control, HSBC

At a time when the regulatory landscape in the financial world is becoming increasingly complex, it is refreshing to read Jeremy's book which identifies clearly and concisely the difficult regulatory, legal and ethical issues that research analysts must navigate around the world when producing research for their clients. It is the comprehensive nature of Jeremy's book and the fact that he provides practical solutions to problems that make it such a useful tool for analysts, institutions, regulators and professional advisers alike.
—Alan Linning
Partner, Sidley Austin, and Former Head of Enforcement, Hong Kong Securities and Futures Commission

Recent market events have heralded a new era of scrutiny, with consequences for the world within which securities analysts operate. At the same time, the regulatory environment has become increasingly sophisticated with complex, often competing, global requirements. Jeremy provides comprehensive guidance through all aspects of preparing securities research. The practical, focused case studies will also give real value to anyone who wants to fully appreciate the potential pitfalls that can and do arise. Whether you're a lawyer or a regulator just starting out in this field, or you have been in it for many years, Jeremy's research and guidance will offer you real insight.
—Elizabeth Clay
Solicitor, White & Case LLP

Securities research in developing markets, especially those in Asia, requires a practical hands-on approach. In markets where transparency is not a given, Jeremy gives analysts the intellectual framework necessary for making sound, honest judgments about any company. These aren't the lessons they teach you in MBA programs. They're the real deal!
—Steve Vickers
President and CEO of FTI-International Risk