Design and Management
Portfolio
Man Investments Australia
Man Group is one of the largest listed hedge funds in the world. Over the course of 16 years, I have worked on 1,000’s of documents for Man in Australia and the Asia Pacific region. Prospectuses, annual reports, Product Disclosure Statements and marketing materials to name a few.
Retail products case study
Man Investments would put out three new retail products a year. I would design and manage all client facing documentation for these products.
The brief for these products was simple, take a complex financial product and present it in a way that was easy to digest for someone with little financial background.
Prospectus
Working with the Product Development team to design, layout, sign off and manage printing of 80+ page documents with a print spend up to $250k.
Marketing material
Working with the sales team to produce relevant, easy to comprehend material that could be used with both financial advisors and individual investors.
Annual reports
Proof reading, finalise artwork, organising proxies and supplementary material, printing and distribution.
Shareholder Communication
Produce and coordinate Shareholder communications including regulatory reporting such as monthly reports, RG 240 reports and end of product life communication.

Corporate materials
Creating regional specific materials that fit in with the organisations global brand.
Institutional Investors
Creating client specific materials such as Request for Proposals and international road shows.
Conference materials
Create and manage materials for major client conferences. Invitations, signage, brochures and agendas, branded materials and presentations.