Visual data design
for financial investors and asset managers
What I receive as visual data suggestions from clients come to me in various crude formats such as as copy in MS Word, found imagery sent in Powerpoint, or delivered to me in spreadsheets.
With a little imagination and some elbow grease, these are just a few samples of what I have turned around.
Above is a mood board I created as a study for the information graphics I would use in the BV International Management presentation and monthly summary. See the entire case study on BV International here.
Above are diagrams used on the BV International monthly summary, also covered in the case study.
Below are visual data samples taken from the Alpha Lab work I did for our financial investment clients
Other samples pulled from previous work
National School Clearinghouse Term Enrollment Report from Spring 2019. A rich color palette allows for the creation of some beautiful visual data.
Before and after data visualization samples
Where rocket science meets art
The visual data on this page are presented with the originals as I received them (at left) along with my creations beside them (at right). While I have countless numbers of data visualization samples, I am focusing here on the ones I thought were the most effective or the most challenging.
Click on images for enlarged details.
Above is the original data delivered to me in MS Excel.
Above is the same diagram in layout with support imagery and equity style chart inlaid at the bottom right. This would be the final composition.
Who wants to read marketing/benefits information displayed from an Excel spreadsheet? The “flyer” on the left was designed by the client and it wasn’t bringing in customers and they couldn’t understand why. Identifying the metrics with prioritized messaging makes the benefits more relatable to the reader.
Defining the essential metrics—and breaking them out with their respective messaging units makes for a successful diagram.
Information should be thought of as visually appealing and should be made to be compelling, memorable—and whenever possible, colorful.
The information on the left was furnished as five separate 14”W x 8.5”H pages and on the right, they are distilled down to a single 8.5”W x 11”H sheet of paper with color coding supplied by the client for their sub-brands.
I struggle to find the words for this one. The imagery (at left) was supplied by the client from a whiteboard during a meeting and asked for it to be made into an interpretable image. And so I did.
