Allianz Global Investors
Promoting the value of water investing.
A white paper can help explain and promote a specialized investment vehicle. Allianz Global Investors asked Eve for assistance in marketing a mutual fund that focused on water-related investments. In addition to reviewing information provided by the company, Eve conducted her own research about threats to the world’s water supply and the critical need for infrastructure improvement. She wrote the white paper, providing all sourcing, and worked with the firm’s specialists to explain how water investments could be used in an overall asset allocation. The Allianz marketing team was so satisfied they asked Eve to write two more white papers – one on international investing and one on 130/30 investing.
“We handed off to Eve because of her experience … and her ease with out-of-the-ordinary topics. Her CIMA® designation was also a plus; it gave us confidence – which was well rewarded – that she would understand financial and analytical details. [S]he was an advocate for both substance and readability.”
Robert J. Levy
Director, Editorial Services
Marketing Communications
Allianz Global Investors
New York, NY, USA
Allianz Global Investors
Arguing the benefits of international diversification.
In a time crunch and with all of its internal resources committed to other projects, Allianz Global Investors asked Eve to write a white paper about the benefits of international diversification. The firm’s director of editorial services turned to her because of her previous work for Allianz on a white paper about water investing. For the new piece, Eve focused on the potential of international diversification to improve return and reduce portfolio volatility, and how investors’ “home country bias” often led them to underweight foreign stocks. She also showed how broadening exposure beyond large cap stocks could enhance the benefits of international diversification.
CheckFree Investment Services
Making a case for complying with GIPS®.
Asset management firms may be finding it difficult to comply with the CFA Institute’s Global Investment Performance Standards (GIPS®). CheckFree wanted to show them that it was easier than they thought. Eve was asked to write a white paper showing how shadow accounting could help. After reading the Standards and conducting some of her own research, Eve recommended that the white paper explain the Standards and describe how opting out carried multiple opportunity costs, such as lost business. She also reinforced the point when she wrote the piece by referencing secondary sources, such as The Wall Street Journal, and quoting sources at the CFA Institute.
JPMorgan Asset Management
Discussing how Americans' expectations for retirement have changed.
Some topics are particularly timely. In the wake of the 2004 Presidential election, the reform of the Social Security system was widely discussed. JPMorgan Asset Management needed to produce a piece that put retirement and Social Security in context. Eve was asked to help write a white paper using secondary materials and her own original research. She delivered the first draft in just one week and the final version a few days afterwards. In addition to the copy, Eve provided attribution for the data cited, which expedited compliance approval.
Securities America
Offering a historical analysis of retirement withdrawal strategies.
When Securities America identified an optimal strategy for retirement distributions, the firm wanted to make sure financial advisors knew about it. SAI’s first vice president of Wealth Management Services asked Eve to write a white paper based on an outline he had developed. Eve’s eight-page draft used an historical analysis to present the research that led to the development of SAI’s solution – an approach that allowed advisors to draw their own conclusions. She also made recommendations on how to present the research data. Her work led the wealth management team to expand the project’s scope. Based on their input, Eve revised the white paper into a 12-page document that the team took to SAI’s national conference.
“We very much appreciated the quick turn-around from initial outline to final draft and your ability to craft technical information into a readable and usable format. Thank you for working with us on the project!”
Teri Heim
Director of Client Acquisition
Securities America, Inc.
Omaha, NE, USA
Teaming with an expert to create a white paper.
Institutional investors are always looking for new ways to improve their investment returns. Before they put money into a particular approach, they want to learn how and why it works. Eve took an academic essay by a subject-matter expert at UBS Global Asset Management and turned it into a white paper that would be accessible to a broad institutional audience. In addition to refining the language, she developed an executive summary and a case study. The result was a high-level explanation of the strategy that also supported the firm’s marketing objectives.
UBS Global Asset Management
Managing risk is a vital part of the investment process. UBS Global Asset Management wanted to showcase its risk management system at an upcoming conference. They needed an editor to help them expedite the completion of a white paper, which they planned to distribute to attendees. In a matter of days, Eve revised a draft written by UBS risk management experts, removing unnecessary jargon and helping to refine key concepts.
