In what scenario is a pitch book most commonly used?

A pitch book is a crucial marketing tool in the finance and investment industry, primarily used to present investment opportunities to clients. It typically contains comprehensive information about market trends, investment strategies, company profiles, and financial analyses to persuade potential clients to consider specific investments or financial services.

The content of a pitch book is tailored to highlight the potential value that clients can gain from engaging with a particular investment opportunity. By effectively communicating this information, financial professionals can demonstrate their expertise and encourage clients to move forward with investments.

In contrast, the other scenarios mentioned involve activities where a pitch book is not the focal point. For example, regulatory audits are focused on compliance and governance rather than investment presentations, stock performance analysis is typically documented and reported separately from a pitch book, and annual general meetings are more about corporate governance and shareholder communication than selling investment ideas. Therefore, the primary purpose of a pitch book aligns directly with the need to present investment opportunities to clients, making this the most applicable scenario.