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Investment Management Model Portfolio PDF Flyer
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This customer received 13 flyer designs from 6 designers. They chose this flyer design from Nightmist as the winning design.
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US$110
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13 designs
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6 designers
Flyer Design Brief
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)
Target Market(s)
Seniors (age 65+), retired persons, investors
Industry/Entity Type
Financial Planning
Font styles to use
Other font styles liked:
- Rufina Bold, Rufina
Colors
Colors selected by the customer to be used in the logo design:
Look and feel
Each slider illustrates characteristics of the customer's brand and the style your logo design should communicate.
Elegant
Bold
Playful
Serious
Traditional
Modern
Personable
Professional
Feminine
Masculine
Colorful
Conservative
Economical
Upmarket
Requirements
Must have
- -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
Nice to have
- -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)
Should not have
- -Projected rates of returns