Investor Data Visualization Program

Investment Concepts Made Simple

Target Audience: Investors and Financial Advisors

How can investors understand complex investment concepts in a simple way - without simplifying?

We introduced a new program that empowers advisors to have investment conversations, and provides a clear non-jargon explanation for investors. Each two-page piece presents a single important topic — such as diversification or retirement savings — using an easy-to-understand chart and a clear explanation.

Every Investor Communications is accompanied by an Advisor Explanation offering more background and additional ideas for starting conversations.

Below is a small selection of this program's content.

IT'S EASY IF YOU START EARLY.

How much you have to save each month to amass $1 million by retirement.

This chart helps advisors demonstrate two critical principles to investors: the power of compounding, and the importance of investing in stocks. It can help advisors overcome an investor’s reluctance to save more, as well as demonstrate the dangers of investing too conservatively for a goal that is still a long way off.

WHAT GOES UP WHEN STOCKS GO DOWN?

How different investments performed during the last two bear markets.

It can be difficult to persuade investors to think about risk when the market is up—and equally hard to keep them motivated when stocks are down. By showing investors data from two previous bear markets, advisors can illustrate the challenge of identifying non-correlated assets and demonstrate the value of a diversified portfolio. These snapshots of markets past can also help clients remember how they actually behaved and felt during times of volatility.