Reporting Excellence : A New Range of Reports for Triple Point
Designing annual and investment reports is not just about clearly communicating the right information; it is a valuable opportunity to engage with investors to help grow their loyalty and to encourage further investment.
Triple Point recently asked us to design a new range of reports for their tax-advantaged investment products to meet the needs of both Independent Financial Advisers and private investors. We used condensed performance summaries and a clear, chart-driven presentation to cater for the varying degrees of investment sophistication in such a diverse audience. The A5 format for the reports makes them more approachable and distinctive.