Multi-Asset Portfolios are an investment product for individuals seeking a strategically-designed and diversified managed account portfolio. MAPs offered automatic portfolio rebalancing with minimal securities overlap to reduce risks without sacrificing returns.
UBS' Client Management System and Advisor Workstation were two powerful tools for their advisors to leverage on behalf of their clients. These guides explained how to to utilize each to their fullest potential.
WiseChoices was a quarterly update for the individual investor, explaining in plain language fundamental market concepts, investment principles, and retirement planning strategies.
Insights was Loeb & Troper's newsletter to clients, keeping them informed of recent changes to tax law, accounting practices, or other rules or regulations affecting their business. There was an edition tailored to each of the three types of organizations they served.
Opportunities for Excellence were white papers authored by Loeb & Troper partners on the important legal, accounting, and regulatory issues affecting their clients' future outlook.
Binder cover and registration/response card for the annual Loeb & Troper Not-for-Profit Conference, a complimentary seminar for executives and board members.
The bank was rolling out a new format for account statements and needed to make their clients aware of the upcoming changes through a series of mailing inserts.
Deutsche Bank's customer service representatives and account managers also needed to familiarize themselves with the new account statement format and client reporting system via this reference guide.
As part of a campaign to promote the use of their financial publications to educators, a comprehensive image library was assembled and the guidelines for their use in marketing materials took the form of a simple fold-out poster.
Bring the World to Your Classroom was the initial series of booklets promoting Dow Jones' publications as teaching tools in college and university classrooms.