Market Pressure Presentation

Design a single page composite presentation (approx 8" X 9") illustrating financial market pressure affect on market prices and investor portfolio returns. A rough draft and complete image will be provided which should be reworked for professional publication. Initially this design will be used in print publications but a follow-up project will involve an animated version which can be used on the web. The design should include 4 rows and 5 columns. The columns will represent a different snapshot time period and the rows will depict a specific measure (i.e. portfolio returns, market price level, barometric pressure depiction of market risk, etc.). The Barometer and falling dominoes illustrations should be redesigned as desired for optimum effectiveness. The cartoon rough drafts (i.e. barometers and dominoes falling) was prepared only as a specification guide. Specifically, the images included in the draft are only intended for illustration. Primary attention should be paid to design/depiction of a barometer modified to illustrate financial pressures instead of atmospheric pressure. Green, Yellow, Red, and Black areas placed on the outside of the gauge should clearly indicate and be associated with Normal, Recession, Depression, Collapse regions on the barometer. These regions should be arranged according to clock positions of 12:00-6:00, 6:00-9:00, 9:00-11:00, and 11:00-12:00, respectively. The gauge arrows for each time period should be placed as follows: 2002 - 7:30 (i.e. medium yellow) 2008 - 11:00 (i.e. high red) 2009 - 6:00 (i.e. low yellow) 2010 - 9:00 (i.e. low red) Future - 11:30 (i.e. beyond red into black) The dominoes should be labeled in the following order to indicate various asset classes a) Real Estate b) Stock c) Corporate Debt d) Municipal Bonds e) Government Debt where Government Debt is the last domino standing in the 2008 time period. The price chart (line chart) and portfolio return (bar chart) data values will be provided for reconstruction of the charts. Price chart segments corresponding to each time period should be centered vertically. This price chart can be constructed from segments from the Yahoo historical price chart for the S&P 500 index from 2002-present (i.e. here is a link to the price chart for the S&P 500 index which can be used to extract appropriate 1 year graphs to correspond to our periods (i.e. 2002, 2008, 2009, 2010). [login to view URL]^GSPC#chart2:symbol=^gspc;range=20020101,20100712;indicator=volume;charttype=line;crosshair=on;ohlcvalues=0;logscale=on;source=undefined Alternatively, feel free to retrieve actual data values (Jan 2002-Present) and use your own line chart program for this index (i.e. .INX). [login to view URL]:.INX The colors of the bar chart should be changed to neutral colors. The series labels in the bar chart should be , S&P 500 Index, Asset Allocation 60/40 (*), DRS (**) where footnotes for asterisks are indicated below * Lipper Diversified Growth & Income Strategy ** Swan Consulting, Inc. Defined Risk Strategy The series colors should be changed to neutral colors so that they don't match the red/yellow/green of the barometer/tachometer. The data values for the Performance/Returns chart can be found in the attached spreadsheet. Please feel free, however, to use your own charting program as desired for the final product. The composite chart (approximately 7.5" X 9") should communicate the following: 1. Market Pressure corresponds to price drops 2. Higher pressure results in larger and quicker price drops 3. Higher pressure causes more asset classes (depicted as dominoes) to fail/fall 4. Higher pressure corresponds to danger area (i.e. red/warning, etc.) 5. The 2008 market collapse had only a few dominoes left standing 6. Market performance and standard portfolio risk management strategies fail in direct proportion to market pressure increases 7. The next collapse may send the barometer beyond the Stormy area and into the Disaster zone 8. Market and standard portfolio losses in the Disaster zone of pressure will be very large 9. Risk management techniques depicted by Insured Portfolio bar chart have demonstrated protection from Market pressure and will continue to do so in the future. A follow-up project will be awarded upon completion of this project to animate this presentation for website display. Animation will include progressive display of time periods, an animated pressure gauge, animation of dominoes falling, etc.