Most asset management professionals know it’s important to use visuals in client communications. Visuals hold the eye – and reader interest – better than a solid wall of words. But to get the biggest bang from your visuals, you need to know what does and doesn’t work.
We asked Seth Feaster, who’s created interactive graphics for the New York Times and the Federal Reserve Bank of New York, for his insight as a data visualization designer. His advice for financial firms:
More data isn’t always better: “Inundating people with a lot of information isn’t necessarily helpful to them, or to you,” he says.
Whether graphically or in words, clear communication should always inform your audience. To use charts and data for effective investor education, follow these basic rules: