Request for Proposal – Wealth Management PowerPoint Template

# Request for Proposal – Wealth Management PowerPoint Template ## Project Overview I am looking for a professional PowerPoint designer to create a fully editable monthly portfolio reporting template in the style of leading wealth management firms such as: * Pictet * Julius Baer * Vontobel * Lombard Odier The template will be used for monthly client reporting and must maintain a consistent professional appearance regardless of the number of portfolio holdings. --- ## Key Requirement The presentation will be updated every month with new content. Therefore, all variable content must be implemented using clearly identifiable placeholders. The objective is to update the content without changing the design, layout, formatting, or slide structure. --- ## Required Placeholders ### Cover Page REPORT_DATE REPORT_PERIOD PORTFOLIO_NAME --- ### Executive Summary PM_COMMENT TOP_PERFORMERS BOTTOM_PERFORMERS KEY_THEMES PORTFOLIO_STATISTICS --- ### Monthly Performance Overview PERFORMANCE_TABLE PERFORMANCE_COMMENTARY --- ### Stock Detail Pages Each stock page should have an identical structure. Required placeholders: STOCK_NAME TICKER WEIGHT MONTHLY_PERFORMANCE START_PRICE CURRENT_PRICE INVESTMENT_CASE NEWS ANALYSTS EARNINGS --- ### Analyst Overview ANALYST_TABLE --- ### Closing Commentary MARKET_ENVIRONMENT PORTFOLIO_DRIVERS OUTLOOK --- ## Design Requirements ### Style Professional institutional wealth management style. The presentation should look comparable to client reports produced by: * Pictet * Julius Baer * Vontobel * Lombard Odier ### Colors * Dark Blue * Grey * White ### Typography * Slide Titles: 24 pt * Section Titles: 16 pt * Body Text: 11 pt * Tables: 10 pt ### Layout * Clean and professional * Easy to read * Suitable for high-net-worth clients * No unnecessary graphics * Focus on information clarity and consistency --- ## Technical Requirements * Microsoft PowerPoint (.pptx) * Fully editable * Use Slide Masters wherever possible * Consistent formatting across all slides * All placeholders must remain clearly identifiable * No manual redesign required when updating content --- ## Deliverables 1. Fully editable PowerPoint template (.pptx) 2. Slide Master structure 3. Example stock page 4. Example executive summary page 5. Example analyst overview page 6. Documentation explaining all placeholders and their intended use The final template should allow monthly updates by simply replacing the placeholder content while preserving the exact design and layout.