First Impressions Matter: Organization & Design

18 Mar 2021

Based on research with Prof. Joyce Walsh of Boston University College of Communication. 

Your firm’s marketing presentations and client reports are viewed by hundreds of asset owners, consultants and trustees every year. They are the most public face of your firm, shaping impressions each time they are reviewed. In this series of papers, we explore the three pillars of professional presentation material—color, font and information organization—to help institutional asset managers produce engaging  reports and presentations. This paper discusses the importance information organization and format.