First Impressions Matter
The Importance of Typography in Investment Management Presentations and Reporting
Based on research done for Assette by Prof. Joyce Walsh of Boston University College of Communication.
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INTRODUCTION
TYPOGRAPHIC STRATEGIES FOR INVESTMENT MANAGERS
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Open Sans Bold and Semi Bold
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Recognize serif or sans serif fonts
Gill Sans Rockwell
novelty fonts script fonts
CLASSIC SERIF FONTS
Times
Times Garamond Rockwell
Courier
SANS SERIF FONTS
FONTS IN THE DIGITAL AGE
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Times New Roman Calibri.
Calibri
Recommended fonts for investment reports
Times or Calibri
Lorem ipsum SERIF
• Times New Roman Times
• Cambria/Cambria Math Cambria Math Cambria.
• Palatino
SANS SERIF
Gill Sans.
• Arial
• Gill Sans
• Verdana
• Whitney
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Fonts to avoid in investment presentations
• Courier
mpact
Combining fonts in a report or presentation
Strategy:
Here is a sentence in Calibri.
Calibri
• This text is set in Times. This text is set in Cambria.
Cambria Times.
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Add variety but keep it in the (font) family
Whitney,
Strategy:
Strategy:
Strategies for numbers
USE TABULAR FIGURES FOR COLUMNS OF NUMBERS
21910 34185
USE WEIGHT-DUPLEXING FOR EMPHASIS IN COLUMNS
Gotham, Whitney Whitney
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KEEP NUMERALS PROPORTIONAL TO TEXT
Strategy:
Strategy:
Strategy: Whitney
SHOW THEM THE MONEY
Strategy:
Layout strategies
ESTABLISH VISUAL HIERARCHY OF INFORMATION
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Strategy:
Strategy:
.
Strategy:
Strategy:
Typography in presentations
Strategy:
Strategy:
Strategy:
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Conclusion
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APPENDIX: A BRIEF HISTORY OF TYPOGRAPHY
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as Palatino,
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TERMINOLOGY
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RESOURCES
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