Scope of Work



Markets, investors, whether retail or institutional, and financial analysts put a high value on annual reports and company disclosures that exhibit clarity, transparency, and consistency, and offer comprehensive and reliable guidance. As a copywriting agency specialized in finance with a former analyst and CFA (Chartered Financial Analyst) charterholder on board, the scope of our annual reports copywriting services in Hong Kong will thus often extend beyond the mere cosmetic editing or polishing of the Chairman’s Statement and the Management Discussion and Analysis and include advisory on substantive issues.

To help a company preserve or regain the support of its shareholders and see its initiatives and prospects accurately evaluated by the market, we will pursue two objectives. The first objective will be to ensure that once finalized, the annual report will be of impeccable quality in terms of language, logic, flow, and clarity, and that the wording of the content is unequivocal, precise, and correctly reflects the intentions of the authors. For this purpose, our copywriters will seek clarifications on the meaning of certain sentences in the annual report, clarify with our client the logic and articulation of different sections, and recommend further substantiating important facts or statements that may bear on the company’s stock price.

The second objective will be to further elevate the readability and usefulness of the annual report by offering our client informed suggestions on the presentation of leading concepts or themes to better inform and facilitate financial analysis. This task, leveraging our extensive knowledge of valuation techniques and familiarity with the Hong Kong stock market, will follow thorough research on our client’s industry, business lines, environment, key drivers, risks and opportunities, as well as benchmarking against comparable companies’ disclosures.

Why Wordcraft



Our former analyst and Chartered Financial Analyst (CFA) charteholder, who leads our engagements with listed companies seeking assistance with market-sensitive disclosures and annual reports, possesses a wealth of director-level experience accumulated in banking and our clients’ industries analysing and valuing both listed and private companies.

He is supported by several of our copywriters, who, thanks to their background in finance, engineering, and technology, can swiftly get a grasp of the technical details, competitive environment, and strategic positioning of companies operating in related sectors, while leveraging their familiarity with economics and capital markets, critical thinking, and attention to details.

Case Study



Some of the following details have been edited for confidentiality reasons.

We were appointed by the Head of Investor Relations of a listed conglomerate headquartered in Hong Kong to assist in the review and polishing of its upcoming annual report. After our copywriting team conducted independent research on the industry and macroeconomic environment, and familiarized itself with the company's business lines, products, and strategic positioning, we proceeded to enhance the content while suggesting making a number of more substantive changes to the annual report's theme and articulation so that the company's vision, operations, and performance could be more easily apprehended and appraised by market analysts and institutional investors.

This initiative led to an extension of our initial copywriting scope to include work of an advisory nature leveraging our knowledge of capital markets and independent perspective.