For Investment Professional Use Only. Subtitle Eaton Vance Current Presentation Template Guidelines 2011
Transcript
1. Eaton Vance Current PresentationTemplate
GuidelinesSubtitle2011 For Investment Professional Use Only.
2. Summary of Changes The following is a summary of changes
made to the initial template created by Eleven: Changes to bulleted
text: Modified bullet architecture Increased font sizes; 16 point
for main bullet, 14 point for secondary bullet, 12 point for third
and fourth level. Removed fifth level altogether. Institutional
presentations will have bullets beginning at 12 pt. Increased line
spacing between primary bullet and secondary, to show separation
more clearly. Changes to layout: Increased text box width to right
margin (4.50) Added 1 pt gray leader lines to pie charts and
aligned the text either right or left for a cleaner look Eaton
Vance logo is now in Soft Black, ensuring quality regardless of
printer2 For Investment Professional Use Only.
3. EV Print / Projected Template Guidelines3 For Investment
Professional Use Only.
4. 4.50 4.50 Margins and Actual Real Estate 2.50 9 Width 5
Height 2.504 Disclosure/Legal copy goes here 3.42 For Investment
Professional Use Only.
5. 4.50 4.50 Slide Title Title Modifier 2.50 The text box
should be on the 2.50 margin Typeface is Arial 16 pt Secondary text
goes here with Arial font increased to 14pt Third level does not
have a bullet, as it is usually companion text for the bullet above
- Fourth level has the en dash, 12 pt font size Titles are EV Blue.
Title modifiers are Soft Black. Body copy, bullets, source
information, legal copy and subtitles on dividers and title pages
are Soft Black (RGB: 66/66/66) 2.505 Disclosure/Legal copy goes
here 3.42 For Investment Professional Use Only.
6. Slide Title Title Modifier This is a secondary heading. In a
preformatted list, this can be created by removing the bullets and
bolding the text. Typeface is Arial 16 pt, with line spacing
changed to 3.84 before and 4 pt after, at exactly 19.2 pts between.
Secondary text goes here with Arial font increased to 14pt, line
spacing set to 6pt before, 4 pts after, at exactly 16.8 pts
between. Third level does not have a bullet, as it is usually
companion text for the bullet above, and line spacing is also 6 pts
before, 4 pts after. - Fourth level has the en dash, 12 pt font
size, and the same line spacing as the previous two levels. Titles
are EV Blue. Title modifiers are Dark Gray. Body copy, bullets,
source information, legal copy and subtitles on dividers and title
pages are Soft Black (RGB: 66/66/66).6 Disclosure/Legal copy goes
here For Investment Professional Use Only.
7. Slide Without Bulleted Text This is a secondary heading
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean
eleifend felis nec tortor porttitor sit amet pellentesque urna
faucibus. Maecenas eleifend, leo a posuere bibendum, massa mauris
blandit mauris, sit amet dictum neque ipsum ullamcorper ligula.
Nullam vel eros libero, ut dapibus elit. Integer commodo nibh
metus. Suspendisse potenti. Proin condimentum rhoncus quam, non
egestas quam tincidunt et. Aliquam id diam mauris. Suspendisse
semper, quam at vulputate porta, risus eros iaculis dolor, ac
euismod turpis quam quis diam. Quisque laoreet massa id nibh
pulvinar in dignissim magna tincidunt. Donec quis libero lectus.
Vestibulum ante ipsum primis in faucibus orci luctus et ultrices
posuere cubilia Curae; Phasellus neque nisl, suscipit et malesuada
et, blandit eu lacus. Pellentesque nec diam a turpis egestas
euismod sed nec urna. Pellentesque eu risus justo. Vestibulum
mollis, diam vitae hendrerit viverra, diam erat bibendum tortor,
facilisis vehicula neque velit vel sapien. Vivamus eu lorem est.
Pellentesque ultricies auctor ornare. Aenean non nisi augue, in
iaculis dui. Donec id purus nisl. Sed feugiat sapien a quam
imperdiet id suscipit lacus consectetur. Duis suscipit rutrum risus
ultricies imperdiet. Donec ut tristique nisi. Donec in lectus
ipsum. Donec risus tortor, mattis sed rutrum sit amet, tempus a
neque. Disclosure/Legal copy goes here7 For Investment Professional
Use Only.
8. Slide with Primary Heading and Bulleted Text2.50 Primary
Heading, which can be up to two lines of text and should lie on the
2.50 margin1.65 The text box should lie on the 1.67 margin and
extend to the 2.50 margin below Maecenas eleifend, leo a posuere
bibendum, massa mauris blandit mauris, sit amet dictum neque ipsum
ullamcorper ligula. Nullam vel eros libero, ut dapibus elit.
Integer commodo nibh metus. Suspendisse potenti. Proin condimentum
rhoncus quam, non egestas quam tincidunt et. Aliquam id diam
mauris. Suspendisse semper, quam at vulputate porta, risus eros
iaculis dolor, ac euismod turpis quam quis diam. Quisque laoreet
massa id nibh pulvinar in dignissim magna tincidunt. Donec quis
libero lectus. Curabitur eros tellus, cursus vel suscipit sit amet,
condimentum ut est. In tempor odio ac nibh porttitor feugiat. 2.508
Disclosure/Legal copy goes here For Investment Professional Use
Only.
9. Two Column Layout Option 12.33 Main concept to be taken away
Lorem ipsum dolor sit amet, consectetur from the slide adipiscing
elit. Aenean eleifend felis nec tortor porttitor sit amet
pellentesque urna faucibus. Maecenas eleifend, leo a posuere
bibendum Nullam vel eros libero, ut dapibus elit. Integer commodo
nibh metus. Suspendisse potenti. Suspendisse semper, quam at
vulputate porta, risus eros iaculis dolor ac euismod turpis quam
quis diam.9 Disclosure/Legal copy goes here For Investment
Professional Use Only.
10. Two Column Layout Option 2 Lorem ipsum dolor sit amet,
consectetur Click to add content adipiscing elit. Aenean eleifend
felis nec tortor porttitor sit amet pellentesque urna faucibus.
Maecenas eleifend, leo a posuere bibendum Nullam vel eros libero,
ut dapibus elit. Integer commodo nibh metus. Suspendisse potenti.
Suspendisse semper, quam at vulputate porta, risus eros iaculis
dolor ac euismod turpis quam quis diam.10 Disclosure/Legal copy
goes here For Investment Professional Use Only.
11. EV Widescreen Projected Template Guidelines11 For
Investment Professional Use Only.
12. Projected Format Is created to be shown on a 16 by 9 screen
Made for large audiences National Sales Meeting Analyst Forum Any
presentation on a main stage Content needs to be modified if coming
from a printed presentation Low resolution imagery should not be
used12 For Investment Professional Use Only.
13. Title Goes Here 1.96 Secondary Title is 30 pt Bulleted text
starts at 28 pt, can be decreased to 24pt Secondary level text is
set to 24 pt and should stay that size to remain visible Third
level text is related to the above and is sans bullet 1.54 Lorem
ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod
tempor incididunt ut labore et dolore magna aliqua. Ut enim ad
minim veniam, quis nostrud exercitation ullamco laboris nisi ut
aliquip ex ea commodo consequat. Duis aute irure dolor in
reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla
pariatur. Excepteur sint occaecat cupidatat non proident, sunt in
culpa qui officia deserunt mollit anim id13 est laborum. For
Investment Professional Use Only.
14. Title Goes Here Lorem ipsum dolor sit amet, consectetur
adipisici . Bulleted text goes here lorem ipsum dolor sit amet,
consectetur adipisicing elit. Sed do eiusmod tempor incididunt ut
labore et dolore magna aliqua. Ut enim ad minim veniam, quis
nostrud exercitation. In reprehenderit in voluptate velit esse
cillum dolore eu fugiat nulla pariatur. Lorem ipsum dolor sit amet,
consectetur adipisicing elit, sed do eiusmod tempor incididunt ut
labore et dolore magna aliqua. Ut enim ad minim veniam, quis
nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo
consequat. Duis aute irure dolor in reprehenderit in voluptate
velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint
occaecat cupidatat non proident, sunt in culpa qui officia deserunt
mollit anim id14 est laborum. Duis aute irure dolor in
reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla
pariatur. For Investment Professional Use Only.
15. Title Goes Here Lorem ipsum dolor sit amet, consectetur
adipisicing elit, sed do eiusmod tempor incididunt ut labore et
dolore magna aliqua. Ut enim ad minim veniam, quis nostrud
exercitation ullamco laboris nisi ut aliquip ex ea commodo
consequat. Duis aute irure dolor in reprehenderit in voluptate
velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint
occaecat cupidatat non proident, sunt in culpa qui officia deserunt
mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur
adipisicing elit, sed do eiusmod tempor incididunt ut labore et
dolore magna aliqua. Ut enim ad minim veniam, quis nostrud
exercitation ullamco laboris nisi ut aliquip ex ea commodo
consequat. Duis aute irure dolor in reprehenderit in voluptate
velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint
occaecat cupidatat non proident, sunt in culpa qui officia deserunt
mollit anim id15 est laborum. For Investment Professional Use
Only.
16. Charts and Tables Sub Title16 For Investment Professional
Use Only.
17. Sample Pie Charts AUM by Investment Mandate AUM by Channel
Fixed Income Institutional** Equity Retail 22.2% 22% Category
labels are aligned on both sides 60.1% 58% 11.8% Floating Rate 13%
Managed Accounts 5.9% Alternatives 7% High Net Worth Leader lines
are Value Data labels are 14 pt, Arial bold, white. 1 pt, gray
Category labels are 9 pt Arial, Black. RGB 179/179/179 *Eaton Vance
Management and its affiliates. **Eaton Vance Managements
institutional assets represent 11.54% of the total firm assets with
the remaining percentage17 representing institutional assets of EVM
affiliates. For Investment Professional Use Only.
18. Eaton Vance Company ProfileTotal AUM* $198.0 billion as of
March 31, 2011 AUM by Investment Mandate Focus Investment
management is our Fixed Income only business Executive management
team led by Equity investment professionals Our clients success is
the foundation of our business philosophy Floating Rate Unique
Organizational Structure Nineteen senior members control voting
stock and strategic direction of firm Alternatives Employees are
shareholders Structure differentiates us and facilitates AUM by
Channel long-term perspective Institutional** Firm Stability
Founded in 1924 22% Strong balance sheet, wide range of Retail
investment disciplines and distribution Managed Accounts channels
58% Risk management fundamental to our 13% investment philosophy
and business practices 7% High Net Worth Long staff tenures, low
turnover rates engaged and committed workforce*Eaton Vance
Management and its affiliates.**Eaton Vance Managements
institutional assets represent 11.54% of the total firm assets with
the remaining percentagerepresenting institutional assets of EVM
affiliates. For Investment Professional Use Only.
19. Sample Line Graph* Chart Title 30 Arial Bold 12 Pt Chart
Sub-Title 25 Arial 12 Pt Y-Axis Title/Units 20 15 Series 1 10
Series 2 Series 3 5 Series 4 Series 5 0 No y-axis line on any graph
No tick marks Data Set Title Column Title Column Title Column Title
on either axis Row Title 3.9% 5.6% 8.9% Row Title 21.2% 14.6% 14.0%
*All graphic styles, including border style, weight and alignment
demonstrated here, indicate the desired format for all line19
graphs. For Investment Professional Use Only.
20. Sample Bar Graph Annualized Returns 15% Ending 6/30/2010
CBOE S&P 500 Buy-Write Index 10% (BXM) Historical Results 5% 0%
(5%) No tick marks on either axis S&P 500 Total Return BXM
Index (10%) YTD 1YR 3YR 5YR 10YR 6/19886/201020 Source: Bloomberg.
For Investment Professional Use Only.
21. Sample Data Plot Risk vs. Return 10 7/19866/2010 9 CBOE
CBOE S&P 500 Buy-Write S&P 500 Buy-Write Index 8 (BXM)
Russell 2000 Historical Results Citigroup 30-Year 7 Treasury
Benchmark Annualized Returns (%) On-the-Run 6 5 Citigroup 5-Year
Citigroup Treasury Benchmark 4 On-the-Run 3-Month T-Bill 3 2 1 0 0
5 10 15 20 25 Annualized Standard Deviation (%)21 Source: Zephyr
Style Advisor. For Investment Professional Use Only.
22. Sample Tables* Column Titles DJUBSCISM RICI Are Bold Table
Title Row Titles Are Bold Row Entry is Roman 5.8% 8.4% Goes Here**
Additional Table Volatility (ann.) 25.3% 17.4% 19.4% Information
Goes Here Sharpe Ratio 0.14 0.33 0.44 Column and Row titles are
Arial Bold and Center or right align vertically to the alignment
permitted middle of the row S&P GSCI DJUBSCISM RICI Sector
Weights Energy 70.5% 31.8% 44.0% As of 6/2010 Base Metals 7.7%
17.6% 14.0% Precious Metals 3.7% 14.6% 7.1% Ags / Live Stock /
Other 18.1% 36.0% 34.9% pt solid black No left margin line which
0.1 right margin for row titles extends to the when right aligned
header row *All graphic styles, including border style, weight and
alignment demonstrated here, indicate the desired format for all
tables.22 **Table titles are aligned to the top header border and
are right aligned. For Investment Professional Use Only.
23. Thank you. Elissa Davis Presentation Designer
[email protected] 617-672-866623 For Investment Professional
Use Only.