Eaton Vance Current PresentationTemplate GuidelinesSubtitle2011               For Investment Professional Use Only.
Summary of Changes    –  The following is a summary of changes made to the initial template created by Eleven:    –  Chang...
EV Print / Projected Template Guidelines3                    For Investment Professional Use Only.
4.50                                                                               4.50  Margins and ‘Actual’ Real Estate ...
4.50                                                                                                          4.50  Slide ...
Slide Title Title Modifier  This is a secondary heading. In a preformatted list, this can be created by removing  the bull...
Slide Without Bulleted Text    This is a secondary heading    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aen...
Slide with Primary Heading and Bulleted Text2.50  Primary Heading, which can be up to two lines of text and should lie on ...
Two Column Layout Option 12.33  Main concept to be taken away                          –  Lorem ipsum dolor sit amet, cons...
Two Column Layout Option 2     –  Lorem ipsum dolor sit amet, consectetur                           Click to add content  ...
EV Widescreen Projected     Template Guidelines11                    For Investment Professional Use Only.
Projected Format     –  Is created to be shown on a 16’ by 9’ screen       •  Made for large audiences             Nationa...
Title Goes Here          1.96    Secondary Title is 30 pt    –  Bulleted text starts at 28 pt, can be decreased       to 2...
Title Goes Here    Lorem ipsum dolor sit amet, consectetur adipisici .    –  Bulleted text goes here lorem ipsum dolor    ...
Title Goes Here    Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed    do eiusmod tempor incididunt ut labore...
Charts and Tables     Sub Title16                    For Investment Professional Use Only.
Sample Pie Charts              AUM by Investment Mandate                                                                  ...
Eaton Vance Company ProfileTotal AUM*— $198.0 billion as of March 31, 2011                                                ...
Sample Line Graph*                Chart Title                                 30          Arial Bold 12 Pt             Cha...
Sample Bar Graph    Annualized Returns         15%      Ending 6/30/2010          CBOE S&P 500          Buy-Write Index   ...
Sample Data Plot           Risk vs. Return                             10            7/1986–6/2010                        ...
Sample Tables*                                                                                   Column Titles            ...
Thank you.     Elissa Davis     Presentation Designer     edavis@eatonvance.com     617-672-866623                        ...
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New Template Guidelines

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This is a training I presented to EVD Marketing.

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New Template Guidelines

  1. 1. Eaton Vance Current PresentationTemplate GuidelinesSubtitle2011 For Investment Professional Use Only.
  2. 2. 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 printer2 For Investment Professional Use Only.
  3. 3. EV Print / Projected Template Guidelines3 For Investment Professional Use Only.
  4. 4. 4.50 4.50 Margins and ‘Actual’ Real Estate 2.50 9” Width 5” Height 2.504 Disclosure/Legal copy goes here 3.42 For Investment Professional Use Only.
  5. 5. 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) 2.505 Disclosure/Legal copy goes here 3.42 For Investment Professional Use Only.
  6. 6. 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).6 Disclosure/Legal copy goes here For Investment Professional Use Only.
  7. 7. 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 here7 For Investment Professional Use Only.
  8. 8. Slide with Primary Heading and Bulleted Text2.50 Primary Heading, which can be up to two lines of text and should lie on the 2.50 margin1.65 –  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. 2.508 Disclosure/Legal copy goes here For Investment Professional Use Only.
  9. 9. Two Column Layout Option 12.33 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.9 Disclosure/Legal copy goes here For Investment Professional Use Only.
  10. 10. 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.10 Disclosure/Legal copy goes here For Investment Professional Use Only.
  11. 11. EV Widescreen Projected Template Guidelines11 For Investment Professional Use Only.
  12. 12. 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 used12 For Investment Professional Use Only.
  13. 13. 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 id13 est laborum. For Investment Professional Use Only.
  14. 14. 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. 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 id14 est laborum. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. For Investment Professional Use Only.
  15. 15. 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. 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 id15 est laborum. For Investment Professional Use Only.
  16. 16. Charts and Tables Sub Title16 For Investment Professional Use Only.
  17. 17. 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 percentage17 representing institutional assets of EVM affiliates. For Investment Professional Use Only.
  18. 18. Eaton Vance Company ProfileTotal 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 percentagerepresenting institutional assets of EVM affiliates. For Investment Professional Use Only.
  19. 19. 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 line19 graphs. For Investment Professional Use Only.
  20. 20. 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 6/1988–6/201020 Source: Bloomberg. For Investment Professional Use Only.
  21. 21. 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. For Investment Professional Use Only.
  22. 22. 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. For Investment Professional Use Only.
  23. 23. Thank you. Elissa Davis Presentation Designer edavis@eatonvance.com 617-672-866623 For Investment Professional Use Only.

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