This Guide to Understanding Financial Reports is an initiative by Merrill Lynch and its communications partner, Addison, to provide a clear, practical explanation on how to read and interpret a corporate report. We encourage you to use this resource to help you play a more active and informed role in working with your Financial Advisor—and ultimately gain better control of your investment activities.

About Merrill Lynch: Merrill Lynch is one of the world’s leading financial management and advisory companies, with offices in 36 countries and total client assets of approximately $1.3 trillion.

Through Global Markets and Investment Banking, the company is a leading global underwriter of debt and equity securities and a strategic advisor to corporations, governments, institutions and individuals worldwide. Through Merrill Lynch Investment Managers, it is one of the world’s largest managers of financial assets. Through its Global Private Client Group, it is a leading worldwide provider of wealth management and investment services to high-net-worth individuals.

About Addison: With offices in New York and San Francisco, Addison is a creative-services company specializing in business communications. For more than 40 years, Addison has helped the world’s most successful companies tell their stories through singular, award-winning annual reports.

Today, Addison also specializes in simplifying complex business communications for all audiences. In this Guide to Understanding Financial Reports, both competencies converge to create a definitive, easy-to-understand explanation of an important investment tool. In addition to annual report design and simplified communications, Addison also has practices in brand identity, business literature and naming.

Download The Merrill Lynch Guide to Understanding Financial Reports

Pdf format, 264kb, 47pages.

"The increasing number of accounting rules and disclosure requirements have made financial statements a larger and more complex—but not always transparent—vehicle for understanding a company’s true economic position."

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