Investment reporting for institutional clients
Communications - investment
Writing & editing
Morgan Stanley communications
Investment reporting for institutional clients
Deliver accurate, informative, well-written reports for Morgan Stanley's institutional asset management clients.
Client
Morgan Stanley
Released
Timeframe
6 years
Project Type
Communications - investment
Technology
Office suite
Morgan Stanley communications
Overview
Through Ceteris Communications (now Ceteris Creative) and with another consultant (direct client), we refined copy for Morgan Stanley investment management reports (ultimate client) over six years, infusing the reports with a high degree of investment knowledge and technical copy expertise - on themes, product, economics, risk, and returns.
Morgan Stanley offers a broad range of specialised solutions to clients around the globe. The institutional reporting team required the deep experience of external consultants to provide a range of investment reports that were on tiume, factual, informative, and accurate.
Morgan Stanley communications
The Challenge
Morgan Stanley required experienced resources and knowledge to meet increased demand in their institutional client service reporting function.
Morgan Stanley's institutional reporting fuction was hobbled by the demands of strong growth in the mid-2000s, and required external consulting and copywriting expertise to meet client service demands. The challenge for this long-term copywriting project was to write and edit a large set of clients reports, monthly, on time, and with accuracy, clarity, and flair.
Morgan Stanley communications
The Solution
We developed a robust investment report writing platform. Ceteris' direct client was the primary consultancy, with Morgan Stanley being the ultimate client for this work.
Office suite
The user experience need to be seamless, consistent, accurate, and timely. A key solution for this lay in applying Ceteris' deep investment communications and copywriting experience - particularly in editing and refining the reports.
Morgan Stanley communications
Morgan Stanley communications
Performance Results
Results were strong throughout the consultancy period. Both Morgan Stanley and the direct client were very happy with the high quality of client reports issued to clientsd worldwide.
Frequency of errors and poor copy
Confidence in client reporting
Confidence in consulting quality
