date
2019
client
Prudential PPMG
To create a UX, with a web app to display data, we needed to evolve a new way for the portfolio investments to be displayed. Through workshopping we found out how would an investment manager would talk about what they do? How can we capture this visually? We were invited to attend a regional conference where senior investment managers discussed various decisions and approaches to investment with advisors and sales teams. They’re able to eloquently convey their philosophy to a professional audience, discussing various pressures, market factors and contextual issues in person, and with he help of 60 slide presentations. Our brief was to design an infographic that did this in 10 seconds.
Our investment philosophy infographic features a number of visualisations which lend themselves to an interactive digital presentation. Building on that we were asked to design and create a new interactive infographic, which we built in HTML, CSS and JavaScript.
We also programmed our infographic to pull in the fund data from spreadsheets, making it faster to update, and ready to be integrated at a later date to another software platform.