NewSquare Capital’s vision for their quarterly commentary was simple: Stray from the status quo. They wanted their commentaries to go beyond reporting just the numbers and instead explore the investing philosophies that drove the quarter’s results.
They needed commentaries that stood out from the pack but also met client information needs and conformed to compliance guidelines. The starting point was a content design that could change from quarter to quarter, but always expressed NewSquare’s essential voice. We also needed a way to illustrate that design to make reporting easier for both internal and external writers.