New Template Guidelines

Eaton Vance Current Presentation
Template Guidelines
Subtitle

2011

For Investment Professional Use Only.

Summary of Changes

–  The following is a summary of changes made to the initial template created by Eleven:
–  Changes to bulleted text:
•  Modified bullet architecture
•  Increased font sizes; 16 point for main bullet, 14 point for secondary bullet, 12 point for third
and fourth level. Removed fifth level altogether.
Institutional presentations will have bullets beginning at 12 pt.

•  Increased line spacing between primary bullet and secondary, to show separation more clearly.
–  Changes to layout:
•  Increased text box width to right margin (4.50)
•  Added 1 pt gray leader lines to pie charts and aligned the text either right or left for a
cleaner look
•  Eaton Vance logo is now in Soft Black, ensuring quality regardless of printer

2

EV Print / Projected Template Guidelines

3

4.50 4.50

Margins and ‘Actual’ Real Estate
2.50

9” Width
5” Height

2.50

4 Disclosure/Legal copy goes here
3.42 For Investment Professional Use Only.

4.50 4.50

Slide Title Title Modifier
2.50
The text box should be on the 2.50 margin
–  Typeface is Arial 16 pt
•  Secondary text goes here with Arial font increased to 14pt
Third level does not have a bullet, as it is usually companion text for the bullet above
-  Fourth level has the en dash, 12 pt font size

–  Titles are EV Blue. Title modifiers are Soft Black.
–  Body copy, bullets, source information, legal copy and subtitles on dividers and title
pages are Soft Black (RGB: 66/66/66)

2.50

3.42 For Investment Professional Use Only.

Slide Title Title Modifier

This is a secondary heading. In a preformatted list, this can be created by removing
the bullets and bolding the text.
–  Typeface is Arial 16 pt, with line spacing changed to 3.84 before and 4 pt after, at exactly
19.2 pts between.
•  Secondary text goes here with Arial font increased to 14pt, line spacing set to 6pt before, 4 pts
after, at exactly 16.8 pts between.
Third level does not have a bullet, as it is usually companion text for the bullet above, and line spacing is
also 6 pts before, 4 pts after.
-  Fourth level has the en dash, 12 pt font size, and the same line spacing as the previous two levels.
–  Titles are EV Blue. Title modifiers are Dark Gray.
–  Body copy, bullets, source information, legal copy and subtitles on dividers and title
pages are Soft Black (RGB: 66/66/66).


Slide Without Bulleted Text

This is a secondary heading
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean eleifend felis nec tortor
porttitor sit amet pellentesque urna faucibus. Maecenas eleifend, leo a posuere bibendum,
massa mauris blandit mauris, sit amet dictum neque ipsum ullamcorper ligula. Nullam vel
eros libero, ut dapibus elit. Integer commodo nibh metus. Suspendisse potenti. Proin
condimentum rhoncus quam, non egestas quam tincidunt et. Aliquam id diam mauris.
Suspendisse semper, quam at vulputate porta, risus eros iaculis dolor, ac euismod turpis
quam quis diam. Quisque laoreet massa id nibh pulvinar in dignissim magna tincidunt.
Donec quis libero lectus.
Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae;
Phasellus neque nisl, suscipit et malesuada et, blandit eu lacus. Pellentesque nec diam a
turpis egestas euismod sed nec urna. Pellentesque eu risus justo. Vestibulum mollis, diam
vitae hendrerit viverra, diam erat bibendum tortor, facilisis vehicula neque velit vel sapien.
Vivamus eu lorem est. Pellentesque ultricies auctor ornare. Aenean non nisi augue, in
iaculis dui. Donec id purus nisl. Sed feugiat sapien a quam imperdiet id suscipit lacus
consectetur. Duis suscipit rutrum risus ultricies imperdiet. Donec ut tristique nisi. Donec in
lectus ipsum. Donec risus tortor, mattis sed rutrum sit amet, tempus a neque.

Disclosure/Legal copy goes here
7

Slide with Primary Heading and Bulleted Text
2.50
Primary Heading, which can be up to two lines of text and should lie on the
2.50 margin
1.65
–  The text box should lie on the 1.67 margin and extend to the 2.50 margin below
•  Maecenas eleifend, leo a posuere bibendum, massa mauris blandit mauris, sit amet dictum
neque ipsum ullamcorper ligula. Nullam vel eros libero, ut dapibus elit. Integer commodo nibh
metus. Suspendisse potenti. Proin condimentum rhoncus quam, non egestas quam tincidunt
et. Aliquam id diam mauris.
Suspendisse semper, quam at vulputate porta, risus eros iaculis dolor, ac euismod turpis quam quis diam.
•  Quisque laoreet massa id nibh pulvinar in dignissim magna tincidunt. Donec quis libero lectus.
•  Curabitur eros tellus, cursus vel suscipit sit amet, condimentum ut est. In tempor odio ac nibh
porttitor feugiat.

2.50


Two Column Layout Option 1

2.33
Main concept to be taken away –  Lorem ipsum dolor sit amet, consectetur
from the slide adipiscing elit.
•  Aenean eleifend felis nec tortor porttitor
sit amet pellentesque urna faucibus.
–  Maecenas eleifend, leo a
posuere bibendum
–  Nullam vel eros libero, ut dapibus elit.
Integer commodo nibh metus.
Suspendisse potenti.
•  Suspendisse semper, quam at vulputate
porta, risus eros iaculis dolor
ac euismod turpis quam quis diam.


Two Column Layout Option 2

–  Lorem ipsum dolor sit amet, consectetur Click to add content
adipiscing elit.
•  Aenean eleifend felis nec tortor porttitor
sit amet pellentesque urna faucibus.
–  Maecenas eleifend, leo a
posuere bibendum
–  Nullam vel eros libero, ut dapibus elit.
Integer commodo nibh metus.
Suspendisse potenti.
•  Suspendisse semper, quam at vulputate
porta, risus eros iaculis dolor
ac euismod turpis quam quis diam.


EV Widescreen Projected
Template Guidelines

11

Projected Format

–  Is created to be shown on a 16’ by 9’ screen
•  Made for large audiences
National Sales Meeting
Analyst Forum
Any presentation on a main stage

–  Content needs to be modified if coming from a
printed presentation
–  Low resolution imagery should not be used

12

Title Goes Here
1.96

Secondary Title is 30 pt
–  Bulleted text starts at 28 pt, can be decreased
to 24pt
•  Secondary level text is set to 24 pt and should stay that
size to remain visible

Third level text is related to the above and is sans bullet
1.54

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim
veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate
velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id
13 est laborum.

Title Goes Here
Lorem ipsum dolor sit amet, consectetur adipisici .

–  Bulleted text goes here lorem ipsum dolor
sit amet, consectetur adipisicing elit.
–  Sed do eiusmod tempor incididunt ut labore et dolore
magna aliqua. Ut enim ad minim veniam, quis nostrud
exercitation.
–  In reprehenderit in voluptate velit esse cillum dolore eu
fugiat nulla pariatur.

14 est laborum. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Title Goes Here
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed
do eiusmod tempor incididunt ut labore et dolore magna
aliqua. Ut enim ad minim veniam, quis nostrud exercitation
ullamco laboris nisi ut aliquip ex ea commodo consequat.
Duis aute irure dolor in reprehenderit in voluptate velit esse
cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat
cupidatat non proident, sunt in culpa qui officia deserunt
mollit anim id est laborum.

15 est laborum.

Charts and Tables
Sub Title

16

Sample Pie Charts

AUM by Investment Mandate AUM by Channel
Fixed Income
Institutional**
Equity
Retail

22.2% 22%

Category labels
are aligned on
both sides
60.1%
58%
11.8%
Floating Rate 13%
Managed
Accounts

5.9% Alternatives
7%
High Net Worth

Leader lines are
Value Data labels are 14 pt, Arial bold, white. 1 pt, gray
Category labels are 9 pt Arial, Black.
RGB 179/179/179
*Eaton Vance Management and its affiliates.
**Eaton Vance Management’s institutional assets represent 11.54% of the total firm assets with the remaining percentage
17 representing institutional assets of EVM affiliates.

Eaton Vance Company Profile
Total AUM*— $198.0 billion as of March 31, 2011
AUM by Investment Mandate
–  Focus
•  Investment management is our Fixed Income
only business
•  Executive management team led by Equity
investment professionals
•  Our clients’ success is the foundation of our
business philosophy Floating Rate
–  Unique Organizational Structure
•  Nineteen senior members control voting
stock and strategic direction of firm Alternatives
•  Employees are shareholders
•  Structure differentiates us and facilitates AUM by Channel
long-term perspective
Institutional**
–  Firm Stability
•  Founded in 1924 22%

•  Strong balance sheet, wide range of Retail
investment disciplines and distribution Managed
Accounts
channels
58%
•  Risk management fundamental to our 13%
investment philosophy and business
practices
7% High Net Worth
•  Long staff tenures, low turnover rates—
engaged and committed workforce

*Eaton Vance Management and its affiliates.
**Eaton Vance Management’s institutional assets represent 11.54% of the total firm assets with the remaining percentage
representing institutional assets of EVM affiliates.

Sample Line Graph*
Chart Title 30
Arial Bold 12 Pt
Chart Sub-Title
25
Arial 12 Pt

Y-Axis Title/Units
20

15

Series 1 10
Series 2

Series 3
5
Series 4

Series 5
0

No y-axis line
on any graph No tick marks
Data Set Title Column Title Column Title Column Title
on either axis
Row Title 3.9% 5.6% 8.9%

Row Title 21.2% 14.6% 14.0%

*All graphic styles, including border style, weight and alignment demonstrated here, indicate the desired format for all line
19 graphs.

Sample Bar Graph

Annualized Returns 15%
Ending 6/30/2010

CBOE S&P 500
Buy-Write Index 10%
(BXM)
Historical Results

5%

0%

(5%)
No tick marks
on either axis
S&P 500 Total Return
BXM Index
(10%)
YTD 1–YR 3–YR 5–YR 10–YR 6/1988–6/2010

20 Source: Bloomberg.

Sample Data Plot

Risk vs. Return 10
7/1986–6/2010
9 CBOE
CBOE S&P 500 Buy-Write S&P 500
Buy-Write Index 8
(BXM) Russell 2000
Historical Results Citigroup 30-Year
7
Treasury Benchmark
Annualized Returns (%)

On-the-Run
6

5
Citigroup 5-Year
Citigroup Treasury Benchmark
4 On-the-Run
3-Month
T-Bill
3

2

1

0
0 5 10 15 20 25

Annualized Standard Deviation (%)

21 Source: Zephyr Style Advisor.

Sample Tables*

Column Titles
DJ–UBSCISM RICI®
Are Bold
Table Title
Row Titles Are Bold Row Entry is Roman 5.8% 8.4%
Goes Here**
Additional Table Volatility (ann.) 25.3% 17.4% 19.4%
Information
Goes Here Sharpe Ratio 0.14 0.33 0.44
Column and Row titles
are Arial Bold and
Center or right align vertically to the
alignment permitted middle of the row

S&P GSCI® DJ–UBSCISM RICI®
Sector Weights
Energy 70.5% 31.8% 44.0%
As of 6/2010
Base Metals 7.7% 17.6% 14.0%

Precious Metals 3.7% 14.6% 7.1%

Ags / Live Stock / Other 18.1% 36.0% 34.9%

½ pt solid black
No left margin line which 0.1” right margin
for row titles extends to the when right aligned
header row

*All graphic styles, including border style, weight and alignment demonstrated here,
indicate the desired format for all tables.
22 **Table titles are aligned to the top header border and are right aligned.

Thank you.
Elissa Davis
Presentation Designer
edavis@eatonvance.com
617-672-8666

23

New Template Guidelines

Recommended

Recommended

More Related Content

Featured

Featured (20)

New Template Guidelines