Establishing a written and visual investment philosophy for Prudential

Prudential

Establishing a written and visual investment philosophy for Prudential

date

2019

client

Prudential PPMG

Designing an investment philosophy infographic

How would an investment manager 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.

A fresh approach to how fund data can be viewed

A fresh approach to how fund data can be viewed

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.