About this proudct

Role: Lead Visual Designer
Deliverables: Multi-page brochure design, print-ready production, digital optimization

This brochure was designed to help financial advisors illustrate the key differences between Capital Group's actively managed funds and Vanguard's index-based products. The goal: position Capital Group’s investment philosophy in a compelling, side-by-side format that supports field conversations and client decision-making.

Challenge

Present nuanced financial data and performance comparisons without overwhelming the reader, while maintaining strict adherence to brand and compliance standards.

Approach

• Created an intuitive comparison layout with a clear visual rhythm across spreads

• Used typographic hierarchy and color cues to simplify dense data sets

• Integrated charts, tables, and infographics that align with Capital Group’s brand tone and compliance requirements

• Built production-ready files for both print and digital platforms, ensuring consistency across formats

Outcome

The piece became a go-to sales enablement tool for Capital Group advisors nationwide. It successfully positioned their active management approach while helping simplify complex fund comparisons for everyday investors.

Tools used: InDesign, Illustrator, Photoshop, Acrobat
Delivered in collaboration with compliance, marketing, and strategy teams