Investment Management Model Portfolio PDF Flyer
¿Quieres ganar un trabajo como este?
Este cliente recibió 13 diseños de flyer de 6 diseñadores. Eligieron este diseño de flyer de Nightmist como el diseño ganador.
Únete gratis Encuentra trabajos de diseñoResumen de Diseño de Flyer
Our clients are retirees and soon-to-be retirees looking for help managing their investment portfolio. Our company designed model portfolios that offer more customization options than competitors' model portfolios. We want to show potential clients that we can provide customization (i.e. "tilts") that allow personalization. Clients can opt for portfolios with more dividends, international exposure, socially-responsible ESG choices, and anything inbetween. Unlike competitors our approach is not one-size-fits-all.
The process of building a portfolio lends itself to metaphors or pictures to do with: building a custom portfolio (DIY-friendly), global diversification (accessing global markets instead of just local markets), and environmentally & socially responsible options (clean energy, rain forest)
Objetivo del mercado(s)
Seniors (age 65+), retired persons, investors
Tipo de industria / entidad
Financial Planning
Estilos de fuente para usar
Gustan otros estilos de fuente:
- Rufina Bold, Rufina
Colores
Colores seleccionados por el cliente para ser utilizados en el diseño del logotipo:
Mira y siente
Cada control deslizante ilustra las características de la marca del cliente y el estilo que debe comunicar el diseño de tu logotipo.
Elegante
Atrevido
Juguetón
Serio
Tradicional
Moderno
Atractivo
Profesional
Femenino
Masculino
Vistoso
Conservador
Económico
De Alta Gama
Requisitos
Debes tener
- -Must use color palette in attached PDF
-Must use pie chart / doughnut chart to represent asset allocation
-At least 4 "asset allocations" for basic benchmark (20/80, 40/60, 60/40, 80/20)
-At least 3 "tilts" are described as Dividend, ESG, and International
Agradable de tener
- -Asset allocations can be named: conservative, conservative growth, moderate, and growth (20/80, 40/60, 60/40, 80/20, respectively)
-Dividend paying, international and ESG could be represented in pictures or graphics (dividends = money returned to client, international could show a globe or try to represent global markets/currency, ESG is often connected to environmental causes but not only)
No debería tener
- -Projected rates of returns