Research Communication

Read these first

1. 01Writing a Research Note

   A research note exists so someone who wasn't in the room can act on a result without re-deriving it, which means leading with the answer and the decision it implies, not with the six weeks of work that produced it.

2. 02Charting Backtest Results Honestly

   A backtest chart is a persuasive tool whether or not that was the intent, and the same honest numbers can be made to look far better or far worse depending on scale, start date and what's left off the axis, so the discipline is choosing the chart before you've seen how flattering it is.

3. 03Presenting a Signal to a Portfolio Manager

   A portfolio manager doesn't want to hear how a signal was built, they want to know what it will do to the book they already run, which means answering questions about correlation, capacity and drawdown before anyone asks them.

Then the rest

1. 04Claim, Evidence, Caveat: Structuring the Argument
2. 05Defending Methodology Under Questioning
3. 06Keeping Up With the Literature Without Drowning
4. 07Presenting to an Investment Committee
5. 08Reporting What You Tried and Discarded
6. 09Showing Uncertainty in Research Results
7. 10The One-Page Summary That Gets Read