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Account Type 5: Guaranteed Lifetime
Withdrawal Benefits Payments a fixed percentage of “withdrawal base” Withdrawal base can increase with increases in the value of the underlying account but can never decrease Insurance company guarantees payments for the life of the client or clients Funds may be withdrawn at any time, decreasing the withdrawal base Fees for investment management and insurance
Text on the slide Rule
of Six 6/6 No more than six words No more than six words No more than six words No more than six words No more than six words No more than six words
Slide Structure - Bad •
This page contains too many words for a presentation slide. It is not written in point form, making it difficult both for your audience to read and for you to present each point. Although there are exactly the same number of points on this slide as the previous slide, it looks much more complicated. In short, your audience will spend too much time trying to read this paragraph instead of listening to you.
Fonts - Bad • If
you use a small font, your audience won’t be able to read what you have written • CAPITALIZE ONLY WHEN NECESSARY. IT IS DIFFICULT TO READ • Don’t use a complicated font
Be Consistent 1. Title a.
Point1 b. Point 02 c. Point 3 B. Title 2 i. Point 1 ii. Point 2 iii. Point 3 2. TITLE i. Point 1 ii. Point 02 iii. Point 3 A. Title 1 i. Point 1 ii. Point 2 iii. Point 3
Color - Bad • Using
a font colour that does not contrast with the background colour is hard to read • Using colour for decoration is distracting and annoying. • Using a different colour for each point is unnecessary – Using a different colour for secondary points is also unnecessary • Trying to be creative can also be bad
Background – Bad • Avoid
backgrounds that are distracting or difficult to read from • Always be consistent with the background that you use
Graphs - Bad 20.4 27.4
90 20.4 30.6 38.6 34.6 31.6 0 10 20 30 40 50 60 70 80 90 100 January February March April Blue Balls Red Balls
Endowment funds and Alternative Investment
0% 10% 20% 30% 40% 50% 60% 70% More than 1 billion100 million to 500 millionLess than 50 million Fixed Income International Equities Domestic Equities Alternative Strategies
0% 20% 40% 60% 80%
100% 0% 20% 40% 60% 80% 100% Current Year 1 Year 2 Year 3 Year 4 Proposed Domestic Equity Foreing Equity Emerging Market Equity Private Equity Absolute Return Publy traded commodity Real Estate Fixed Income How to reach there?