In order to keep clients engaged, Bank of America Merrill Lynch is driving a change from boring research notes to punchy, entertaining financial analysis that is fun to read.
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“I have always been entertaining with my research notes. In my most recent multivariate time series analysis covering exogenous and endogenous risk in emerging markets I referred to a market “hiccup”, which was quite humorous.” Robert Ruderschmidt, portfolio manager, Overflowing Alpha Asset Management |
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“Such a change would make it easier to read those damn things. But the downside is, if I don’t get obfuscatory jargon to quote, then I won’t be able to sound like the wizened, savvy old fox that I am.” Louie Zheng, head of discretionary mandates, Global Behemoth Private Bank |
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“Happy Holidays from Absolute Zero Risk Investment Management!” Note: This comment does not constitute investment advice. All opinions are subject to change without prior notice. This is an automated response. Do not reply to this email. Fanny Leung, corporate communications, Absolute Zero Risk Investment Management (AzRIM)
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“This could go the way of the Daily Mail with a photo of a girl in a bikini on a research note about sovereign bond risk. Not that there’s anything wrong with that. I’m old school.” Chuck Strackman, head of sales, Shoot the Lights Out Asset Management |
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“We are excited by the fast-changing nature of the industry and look forward to challenging the norm and reinforcing the role of asset allocation research as a bond that connects our firm and investors.” Pollyanna Sim, head of marketing in APAC, StraightTalk Fund Management Group |
