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Investment Profile/Fact Sheet & Presentation (Jul2011)

  • Publication Layout & Design
    Investment Firm Global Roadshow Materials
  • What started out as a quick single-page fact sheet for a Chicago-based investment firm to use as tool to attract interested investors for its newly created fund turned into a complete set of materials for a global roadshow.

    The investment profile (#whitepaper) is heavily weighted with charts and data tables, so maintaining a cohesive flow from page to page was challenging. And based on the client's demographic, I needed to be keenly aware of font and spacing issues.

    Design the single-page fact sheet was the first directive: "must be one-page [front only]! As the investment firm was finalizing the data, I tried several formats and combinations to accommodate the request and still maintain readability.

    The final piece was the PowerPoint presentation. Over the July 4th weekend, fund managers hit the European circuit for awareness and interested investors.

    * NDA prohibits me from displaying content of these documents.