4. 01
WORLD IA DAY 2016
WORLD INFORMATION ARCHITECTURE DAY (WIAD)
• A one-day annual celebration hosted by the Information Architecture
Institute and held simultaneously in dozens of locations across
the globe.
• Every year we pick a new theme relevant to the discipline and open a
call for locations. Anyone can submit and bring this amazing
celebration to their hometown.
6. 01
WORLD IA DAY 2016
INFORMATION ARCHITECTURE (IA)
• A practice dedicated to bringing understanding and order to the
chaos that is the information that we produce in our everyday lives.
7. 01
WORLD IA DAY 2016
“We are a global non-profit volunteer organization focused on
empowering local communities to shape the global practice of
information architecture.”
We need your support to keep events like World IA Day going:
• Become a Member Today
• Send a Donation via Paypal (IAInstitute.org)
9. WORLD IA DAY 2016
IA INSTITUTE BOARD OF DIRECTORS
ABBY COVERT
President of IAI
DAN KLYN
Interim Treasurer
LARA FEDOROFF
Communications Director
JUDY SIEGEL
Development Director
ERIN STRATOS
Events Director
10. WORLD IA DAY 2016
GLOBAL WIAD LEADERSHIP TEAM
CHRIS BOVARD
AV Director
CLEMENTINA GENTILE
Regional Director
SAMANTHA RADDATZ
Regional Director
WHITNEY QUESENBERY
Accessibility Director
CAROLINA LESLIE
Regional Director
FRANCES YLLANA
Creative Director
JOSÉ RENÉ GUTIÉRREZ
ÁLVAREZ
Social Media Director
DAVID PETER SIMON
Global Executive Producer
KAMARIA CAMPBELL
Regional Director
11. WORLD IA DAY 2016
GLOBAL WIAD LEADERSHIP TEAM
CHRIS BOVARD
AV Director
CLEMENTINA GENTILE
Regional Director
SAMANTHA RADDATZ
Regional Director
WHITNEY QUESENBERY
Accessibility Director
CAROLINA LESLIE
Regional Director
FRANCES YLLANA
Creative Director
JOSÉ RENÉ GUTIÉRREZ
ÁLVAREZ
Social Media Director
DAVID PETER SIMON
Global Executive Producer
KAMARIA CAMPBELL
Regional Director
12. WORLD IA DAY 2016
THANKS TO OUR LOCAL VOLUNTEER TEAM
HARRISON WILLIAMS IV LAURA PETERS CARYN WILLE
14. 01
WORLD IA DAY 2016
GIVEAWAYS
Balsamiq | balsamiq.com | @balsamiq
3 months access to all attendees to mybalsamiq
(Code: BQUX021605)
Invision | invisionapp.com | @invisionapp
3 months free, full license, for all attendees
O‘Reilly | oreilly.com | @oreillymedia
Free digital copies of the polar bear book and 40% coupon
for the physical copy for all WIAD attendees
Proto.io | proto.io | @protoio
60-day fully working license for all attendees
UIE | aycl.uie.com | @UIE
48-hour access to any seminar in the UIE library
(can be redeemed at any time)
User testing | usertesting.com | @usertesting
2 complimentary tests per WIAD attendee
(Code: WIAD2016)
IA Summit 2016 | iasummit.org | @IAsummit
$50 off attendance fee, Atlanta, Georgia May 4–8, 2016
(Code: WIAD50)
17. WORLD IA DAY 2016
AFRICA / JOHANNESBURG, SOUTH AFRICA EUROPE / BRISTOL, UNITED KINGDOM /
COPENHAGEN, DENMARK / GHENT, BELGIUM / ISTANBUL, TURKEY / JÖNKÖPING,
SWEDEN / LJUBLANA, SLOVENIA / LONDON, UNITED KINGDOM / LYON, FRANCE /
PALERMO, ITALY / PESCARA, ITALY / PRAGUE, CZECH REPUBLIC / ROME, ITALY / ST.
PETERSBURG, RUSSIA / ZÜRICH, SWITZERLAND / ASIA-PACIFIC / TOKYO, JAPAN /
BENGALURU, INDIA / DEPOK, INDONESIA / MANILA, PHILLIPPINES / MELBOURNE,
AUSTRALIA / SINGAPORE / NORTH AMERICA / MEXICO CITY, MEXICO / CANADA /
MONTRÉAL / OTTAWA / TORONTO / UNITED STATES / ANN ARBOR, MICHIGAN /
ATLANTA, GEORGIA / AUSTIN, TEXAS / BOISE, IDAHO / BOSTON, MA /
CHATTANOOGA, TENNESSEE / CHICAGO, ILLINOIS / DENVER, COLORADO / DES
MOINES, IOWA / HOUSTON, TEXAS / KENT, OHIO / LOS ANGELES, CALIFORNIA /
MIAMI, FLORIDA / MILWAUKEE, WISCONSIN / NEW YORK CITY, NEW YORK /
PHILADELPHIA, PA, UNITED STATES / PHOENIX, ARIZONA / PITTSBURGH,
PENNSYLVANIA / RICHMOND, VIRGINIA / SAN ANTONIO, TEXAS / SAN FRANCISCO,
CALIFORNIA / SEATTLE, WASHINGTON / TAMPA BAY, FLORIDA / WASHINGTON D.C. /
MIDDLE EAST / BEIRUT, LEBANON / DUBAI, UNITED ARAB EMIRATES / TEHRAN, IRAN /
SOUTH AMERICA / BOGOTA, COLOMBIA / LIMA, PERU / MENDOZA, ARGENTINA / RIO
DE JANEIRO, BRAZIL / SAN JOSE, COSTA RICA / SAO PAULO, BRAZIL / 2016
18. WORLD IA DAY 2016
TODAY WE CELEBRATE IA IN
57 locations. 28 countries.
6 continents.
19. WORLD IA DAY 2016
HELP US SHOW THERE ARE
ARCHITECTS EVERYWHERE
BY USING #WIAD16
20. 01
WORLD IA DAY 2016
WE ARE COMMITTED TO YOUR SAFETY
RULES OF CONDUCT
• We do not tolerate harassment of participants, speakers or volunteers in any form.
• Our local teams are dedicated to providing a harassment-free experience for everyone, regardless of gender, age, sexual
orientation, disability, physical appearance, body size, race, or religion (or lack thereof).
• Sexual language and imagery is not appropriate in any context revolving around World IA Day, including talks, parties, social
media and other online media.
• If anyone in the World IA Day community engages in any of the aforementioned behavior, the local organizer or Global team
may take any action they deem appropriate, from warning the offender to immediately expelling the offender from World IA
Day service or attendance.
• If you are being harassed, notice that someone else is being harassed, or have any other concerns regarding the conduct of
our global team, local teams, speakers, or attendees, please contact safety@worldiaday.org
• More Information on our code of conduct can be found here: http://2016.worldiaday.org/code-conduct/
33. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
Physical Space
34. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
Physical Space
Hertzian Space
35.
36. 350 million photos
are uploaded to
facebook everyday
Over 6 billion hours
of video are watched
each month on
YouTube
1.2 billion photos are
liked on Instagram
everyday
20 billion posts on tumblr
till date (55 million posts
everyday)
65. PROBOSCIS INC (THE “COMPANY”) HAS PREPARED THIS PRESENTATION FOR INFORMATIONAL
PURPOSES ONLY. IT IS BEING DELIVERED TO YOU ON A CONFIDENTIAL BASIS SOLELY FOR YOUR
USE IN CONSIDERATION OF A POSSIBLE INVESTMENT IN THE COMPANY. BY ACCCEPTING THIS
PRESENTATION, OR REVIEWING ITS CONTENTS WITH THE COMPANY, YOU ACKNOWLEDGE AND
AGREE THAT ALL OF THE INFORMATION CONTAINED HEREIN AND NOT ALREADY IN THE PUBLIC
DOMAIN IS CONFIDENTIAL INFORMATION OF THE COMPANY, AND THAT YOU WILL NOT USE,
DISCLOSE OR OTHERWISE REPRODUCE OR DISTRIBUTE ANY SUCH INFORMATION, IN WHOLE OR
IN PART, WITHOUT THE COMPANY’S PRIOR WRITTEN CONSENT.
THIS PRESENTATION DOES NOT PURPORT TO BE COMPLETE OR ALL-INCLUSIVE, NOR SHOULD THE
CONTENTS OF THIS PRESENTATION BE CONSTRUED AS INVESTMENT, LEGAL OR TAX ADVICE. IF
YOU ARE INTERESTED IN A POSSIBLE INVESTMENT IN THE COMPANY, YOU, ALONG WITH YOUR
LEGAL AND TAX ADVISORS, SHOULD CONDUCT YOUR OWN INVESTIGATION AND ANALYSIS OF THE
COMPANY AND THE PROPOSED INVESTMENT TERMS, INCLUDING THE MERITS AND RISKS
INVOLVED AND THE LEGAL AND TAX CONSEQUENCES OF SUCH AN INVESTMENT. THE COMPANY
MAKES NO REPRESENTATIONS OR WARRANTIES AS TO THE ACCURACY OR COMPLETENESS OF
ANY OF THE INFORMATION INCLUDED IN THIS PRESENTATION, INCLUDING ANY PROJECTIONS OR
HYPOTHETICAL INFORMATION CONTAINED HEREIN, AND THE COMPANY HAS NO LIABILITY FOR
ANY REPRESENTATIONS OR WARRANTIES, WHETHER EXPRESS OR IMPLIED, CONTAINED IN, OR
FOR ANY OMISSIONS FROM, THIS PRESENTATION OR ANY OF THE WRITTEN OR VERBAL
COMMUNICATIONS TO YOU IN THE COURSE OF YOUR EVALUATION OF THE COMPANY.
70. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
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SUB HEAD OR SHORT DESCRIPTION
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MEANINGFUL DATA
VISUALIZATION FOR
INVESTMENT ANALYSIS
71. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
HEADER OPTION
SUB HEAD OR SHORT DESCRIPTION
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Some kind of illustration or image?
DAVID HARRELL
SENIOR PRODUCT MANAGER FOR RESEARCH INTEGRATION
MORNINGSTAR, INC.
72. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
Fundamental
Analysis
Technical
Analysis
74. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
FUNDAMENTAL ANALYSIS
• Based on fundamental facts about a business—sales, earnings, dividend
prospects, etc.
• Looks beyond simple price fluctuations, places performance in context using
meaningful comparisons
• Seeks to understand the relationship between the security price and the
underlying business
75. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
LENSES FOR INVESTING
• A lens is a Morningstar philosophy or viewpoint on an aspect of investing
• Lenses are, ideally, fully extendable:
Securities Funds Portfolios Indexes Markets
76. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
WHAT’S IN A NAME?
• The previous standard for categorizing mutual funds was inadequate –
Aggressive Growth, Growth and Income, Equity Income, etc.
• Name and prospectus-based classifications did not serve investors well
• A lack of consistency and transparency
77. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
INVESTMENT “STYLE” AS A LENS
Two dimensions: Size and Valuation
78. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
INVESTMENT “STYLE” AS A LENS
Two dimensions: Size and Valuation
79. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
THE MORNINGSTAR STYLE BOX
• A framework for analyzing funds based on what they contained –
fundamental analysis of funds
• A more logical way to categorize funds
• A better way to evaluate and rate funds
80. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
WHAT’S IN A NAME?
• T. Rowe Price Mid-Cap Growth
• Schwab U.S. Large-Cap Growth ETF
• Vanguard Small-Cap Value Index
81. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
BEYOND NINE SEGMENTS
A more granular approach:
82. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
BEYOND NINE SEGMENTS
A more granular approach:
89. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
ANOTHER LENS: VALUATION
• The heart of Morningstar’s analytic framework for individual stocks
• Is a company worth the price that the market is asking for its shares?
• Our valuation-based stock ratings aim to answer that question
105. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
UX AND VISUAL DESIGN
Kyra Foster, Angela Diebolt, Philip Burton, Cocu Liu,
Zach Sherwood, Alex Skoirchet, Renee Benz, Woody Li, Matt
Jankowski, David Szef, Alexander Hayashi, and many more!
106. THANK YOU.
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
Questions?
David Harrell
david.harrell@morningstar.com
@davidharrell