• US$110

• 13 Designs

• 6 Designer

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Flyer-Design Kurzbeschreibung

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)

Zielmarkt/( -märkte)

Seniors (age 65+), retired persons, investors

Industrie/Einheitstyp

Financial Planning

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Zu verwendende Schriftarten

Andere Schriftarten erwünscht:

• Rufina Bold, Rufina

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Farben

Vom Kunden ausgewählte Farben für das Logo Design:

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Sehen und fühlen

Jeder Schieber zeichnet eine der Charakteristiken der Marke des Kunden aus sowie den Stil, den euer Logo widerspiegeln sollte.

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Anforderungen

Muss haben

• -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

Schön zu haben

• -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)
  

Sollte nicht haben

• -Projected rates of returns
  

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Dateien

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