You have clients with different levels of financial sophistication. But you probably don’t possess the time to create separate letters tailored to each client’s understanding of investment jargon. To assist you take care of your time–and maintain your clients happy–here are my top five tips for a one-size-fits-all customer letter. If you are using plain language, all your visitors will understand you. The Wall Street Journal has mastered the creative art of explaining technical terms with phrases set off by commas.
Savvy traders skim on the explanations, while the less educated gain a quick understanding. A sidebar, which really is a text box that’s tripped from the primary body of your article, can help you to accommodate different levels of knowledge among your readers. 2. You could use a sidebar to explain the carry trade in more depth.
Your goal could be to educate less advanced investors. Or, you might communicate details to more informed traders that wouldn’t interest the others of your visitors. A glossary by the end of your printed communication can help when you can’t squeeze all of the necessary explanations in to the body of your text.
- Restrictive Current Asset Investment Strategy
- Product(s): Maple Water, Melon Water
- Known Investors: BRJ Ventures
- 2: External Disk Drive Or Apple’s Time Capsule
- Predicting with Forex Charts
- The sale of used cars
- Which of the following would be considered a termination cash flow
- 10000 watts is equals to
If you send electronic communications, you can provide click-through links to definitions on your website or elsewhere. If you’re willing to link to third-party glossaries, there is a variety of choices. If the luxury is experienced by you of writing a multi-article publication for your clients, consider including articles targeted at different degrees of class. However, don’t differ your level willy nilly. I’d suggest aiming your publication at a general audience and then consistently including one column concentrating on better educated readers. How do this problem is dealt with by you? I’m interested in hearing from you. Please leave responses below.
Others do spend money on their own funds/strategies, but it usually isn’t a large part of their value (OAK, BX etc). I think it’s obvious that the merger in ’09 2009 was powered by the needs of both sides. Both of them were strike hard through the turmoil. This model type of reminds me of the old Salomon model.
Salomon made a lot of money trading for itself back in the 1980’s, and I believe a great deal of their capability to consider risk originated from the steady stream of revenues off their client businesses. That is why I pondered if Long-Term Capital Management (LTCM) would do as well on its own when they split from Salomon.
10 million per day coming in, you can take a lot more risk than if you had zero coming in every day. 10 million revenue on that day). If you include the income stream in the VAR, for example, you truly shift the curve to the right and minimize that awful tail on the remaining aspect really.
Anyway, moving on. These are the various strategies that Ramius runs. And yes, that Starboard is the “put some damn sodium in water when you boil pasta and do not give out so much friggin’ loaf of bread!” Starboard. These were spun off so COWN only has a minority stake. This may be a very important thing or a negative thing depending on what you think of Starboard (I know there is an array of views!).
I am generally not a big fan of managed futures and global macro. It really is type of stunning that they have 110% of COWN’s book value invested in their proprietary trading strategies. This may be a very important thing for people who would like alternative exposure. Nonetheless it can be scary; what happens in the next carry market? If the next keep market causes the broker-dealer business to go back to losing money, it can get scary. So check out this chart.