Data design for investor dashboards in PowerPoint
The Client
Pictet Group
![Summary Slide Data design for investor dashboards in PowerPoint](https://images.prismic.io/yaaych/563224ee-b3cc-4115-86f1-fb67328f9e06_P039_Teaser_Superdot_Studio_grafik_agentur_fuer_Informations_Visualisierung_Pictet_Design.png?auto=compress,format)
information design
design system
data visualization
infographics
dashboard
report
business intelligence
![](https://images.prismic.io/yaaych/72b1a122-97ba-45c4-adf1-a734fa3a91d7_P039_Superdot_Studio_grafik_agentur_fuer_Informations_Visualisierung_Pictet_Design_6.png?auto=compress,format)
The Challenge
The Swiss private bank, Bank Pictet engages with charts and graphs every day in order to assist their clients in investment banking. A crucial part of the project was to consciously re-design the monthly investor reports that are used by consultants during their meetings.
![Slide with Asset Classes Returns Data design for investor dashboards in PowerPoint](https://images.prismic.io/yaaych/fe7b6144-d057-4d25-af8b-8a1a0b2bf08b_P039_Superdot_Studio_grafik_agentur_fuer_Informations_Visualisierung_Pictet_Design_2.png?auto=compress,format)
The Outcome
We started by transforming the financial language and layout in a new design that expresses clarity and unambiguity for the clients of Bank Pictet. Through a content analysis of past investor reports we identified potential improvements. As a solution we introduced a new diagram design and new icons to refine the clarity of the reports and modernize the look.
![Slide Balanced Tactical Vs Strategic Portfolios Data design for investor dashboards in PowerPoint](https://images.prismic.io/yaaych/6674b288-4a5b-4266-b166-84311a901351_P039_Superdot_Studio_grafik_agentur_fuer_Informations_Visualisierung_Pictet_Design_3.png?auto=compress,format)
The Impact
In order to achieve a better guideance, we implemented a new element, a navigation bar, on each chart. This way, the clients are able to identify directly whether the particular content is relevant to their interest. Each chart should act as a stand-alone image, which could then be used as an advertisement in the banks newspaper or blog.
![](https://images.prismic.io/yaaych/6a7ee604-e18a-42a3-aabe-75f31d09d9a8_P039_Superdot_Studio_grafik_agentur_fuer_Informations_Visualisierung_Pictet_Design_7.png?auto=compress,format)
![Slide Average Correlation daily vs total return Data design for investor dashboards in PowerPoint](https://images.prismic.io/yaaych/489e2982-cc7e-4f9a-b3a0-d6273fd76c7e_P039_Superdot_Studio_grafik_agentur_fuer_Informations_Visualisierung_Pictet_Design_4.png?auto=compress,format)
![Slide Impact of Bonds Data design for investor dashboards in PowerPoint](https://images.prismic.io/yaaych/a160240b-f324-4147-8891-9675433bcea8_P039_Superdot_Studio_grafik_agentur_fuer_Informations_Visualisierung_Pictet_Design_5.png?auto=compress,format)