Annual Reports

SMA Portfolio Fact Sheets

Combined SMA Portfolio Fact Sheets

Sheaff Brock

Annual Reports
& Portfolio Fact Sheets

I designed portfolio fact sheets and annual report books for Sheaff Brock, producing over fifteen 40+ page semi-annual reports. Each report combined detailed fund fact sheets with written narratives highlighting performance over the previous two quarters. For every release, the client selected an overarching theme, which guided the design and layout of the publication. A color-based visual system distinguishes fund types throughout the materials, with combined funds represented through layered gradients—creating a cohesive, scalable design language used consistently across all branded reporting.