The main achievement of this study is the consequent striding of a research project in transdisciplinary collaboration from the very first to the very last step: first, the development of a theoretically and practically relevant research question in collaboration with practitioners; second, the capture of the issues based on analysis of the ethnographic context, on analysis of the text products in financial analysis, and on analysis on the writing process of financial analysts; third, the development of adequate measures to solve the problems; fourth, the actual implementation of the measures in practice; and fifth, the evaluation of the research-based measures. Such, this study has created added value for financial analysts as professional writers, for organisations as text producing entities, for the financial community as text exchanging structure, and for society at large as audience for texts in financial analysis.

The main limitations of this study include: firstly, that the most current text products are not comprised in the analysis even though the data of the study was collected from 1987 to today; secondly, that the study mainly analyses the situation for Switzerland and for German-speaking financial analysts, the English and Japanese data corpora are included only marginally; and thirdly, that the study covers the perspective of the financial analysts in-depth and thereby does not equally scrutinise the perspective of the financial analysts’ teams, the banks, the financial community, and the financial sector as a whole.

As a consequence, a future research programme based on this book could include these steps and topics: firstly, the existing but so far not yet used sub-corpora could be analysed; secondly, the perspective of other stakeholders in the financial community, e.g., companies, could be scrutinised; this would allow for further insights into the mechanisms and interdependencies of text exchange and recycling in the financial community; thirdly, future research could elaborate more on the parallels and differences of financial analysts’ texts in English, German, and Japanese; fourthly, the reflection and impact of cultural differences in financial analysis texts could be analysed, e.g., with regard to the differences in argumentation, based on the existing sub-corpora; and fifthly, future research needs to be based on future data from financial analysis, financial community, and from the financial sector, ideally generated in transdisciplinary collaboration projects.