Asher Wen

Strategist, Marketer, Nerd

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Nov 17 2012

Prospectus Design: “American Greatness Fund”

I had to create a portfolio of stocks for one of my Finance modules, and I designed the report to look like an actual fund prospectus.  Who said finance and design can’t mix?

I had great fun doing this because I was able to steer my group towards what I was really interested in: Great Brands.  Our portfolio was all about investing in great brands that have been around for a long time and are close to the American consumers’ hearts.  Incidentally, this is also the value-investing approach that the great Warren Buffett lives by.  Of course, he buys whole companies rather than just a few stocks, but it is still amusing to think that he might be a brand buff too!

From our findings, we realised that it might be worthwhile in the long run to invest in good brands because of the steady returns that they give and the cushion that they have in bad times due to the high brand equity that is often held, allowing these companies pricing power.  As such, even when they have to cut prices or volume during a tough cycle, it would be a lesser percentage as compared to a lesser known brand.  Brands that are ubiquitous also tend to have lower systematic risks because they would have become habitual goods that consumers use regardless of market conditions.

The colour theme was red to give a patriotic feel to the design, and acted as a visual element to tie disparate pieces of information together.  The hexagon was adopted as a symbol that could be used throughout the prospectus for the same purpose.


What did you think of my design?  Leave your comments down below!

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Written by Asher · Categorized: Design Portfolio · Tagged: American Greatness Fund, design, Finance, Prospectus, Value Investing

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Hi there, I'm Asher.
Passionate about Brands, Marketing, Strategy and letting Data speak for itself.

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