First Impressions Matter
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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. www.assette.com First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting INTRODUCTION TYPOGRAPHIC STRATEGIES FOR INVESTMENT MANAGERS 1 Open Sans Bold and Semi Bold Is it a Typeface or a Font? 2 www.assette.com 2 First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting 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 www.assette.com 3 First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting 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 • Century Gothic • Gill Sans • Verdana • Whitney www.assette.com 4 First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting Fonts to avoid in investment presentations • Comic Sans • 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. www.assette.com 5 First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting 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 www.assette.com 6 First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting KEEP NUMERALS PROPORTIONAL TO TEXT Strategy: Strategy: Strategy: Whitney SHOW THEM THE MONEY Strategy: Layout strategies ESTABLISH VISUAL HIERARCHY OF INFORMATION www.assette.com First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting Strategy: Strategy: . Strategy: Strategy: Typography in presentations Strategy: Strategy: Strategy: www.assette.com First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting Conclusion www.assette.com First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting APPENDIX: A BRIEF HISTORY OF TYPOGRAPHY 3 www.assette.com First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting as Palatino, www.assette.com 11 First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting TERMINOLOGY www.assette.com 12 First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting www.assette.com 13 First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting RESOURCES www.assette.com 14.