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01
WORLD IA DAY 2016 LOCATION
CHICAGO
WORLD IA DAY 2016
WELCOME
01
WORLD IA DAY 2016
WHAT IS WORLD IA DAY?
01
WORLD IA DAY 2016
WORLD INFORMATION ARCHITECTURE DAY (WIAD)
• A one-day annual celebration hosted by the Information Ar...
01
WORLD IA DAY 2016
WHAT IS IA?
01
WORLD IA DAY 2016
INFORMATION ARCHITECTURE (IA)
• A practice dedicated to bringing understanding and order to the
chaos...
01
WORLD IA DAY 2016
“We are a global non-profit volunteer organization focused on
empowering local communities to shape t...
01
WORLD IA DAY 2016
WORLD IA DAY 2016
IA INSTITUTE BOARD OF DIRECTORS
ABBY COVERT
President of IAI
DAN KLYN
Interim Treasurer
LARA FEDOROFF
Co...
WORLD IA DAY 2016
GLOBAL WIAD LEADERSHIP TEAM
CHRIS BOVARD
AV Director
CLEMENTINA GENTILE
Regional Director
SAMANTHA RADDA...
WORLD IA DAY 2016
GLOBAL WIAD LEADERSHIP TEAM
CHRIS BOVARD
AV Director
CLEMENTINA GENTILE
Regional Director
SAMANTHA RADDA...
WORLD IA DAY 2016
THANKS TO OUR LOCAL VOLUNTEER TEAM
HARRISON WILLIAMS IV LAURA PETERS CARYN WILLE
01
WORLD IA DAY 2016
THANKS TO OUR
GLOBAL SPONSORS
01
WORLD IA DAY 2016
GIVEAWAYS
Balsamiq | balsamiq.com | @balsamiq
3 months access to all attendees to mybalsamiq
(Code: B...
01
WORLD IA DAY 2016
THANKS TO OUR
LOCAL SPONSORS
WORLD IA DAY 2016
2016 = 5 YEARS
WORLD IA DAY 2016
AFRICA / JOHANNESBURG, SOUTH AFRICA EUROPE / BRISTOL, UNITED KINGDOM /
COPENHAGEN, DENMARK / GHENT, BELG...
WORLD IA DAY 2016
TODAY WE CELEBRATE IA IN
57 locations. 28 countries.
6 continents.
WORLD IA DAY 2016
HELP US SHOW THERE ARE
ARCHITECTS EVERYWHERE
BY USING #WIAD16
01
WORLD IA DAY 2016
WE ARE COMMITTED TO YOUR SAFETY
RULES OF CONDUCT
• We do not tolerate harassment of participants, spe...
WORLD IA DAY 2016
LET’S DO THIS!
01
WORLD IA DAY 2016
TODAY’S AGENDA
10:30 AM
10:40 AM
11:20 AM
11:35 AM
12:20 PM
1:50 PM
2:40 PM
3:00 PM
3:40 PM
4:00 PM
4...
01
WORLD IA DAY 2016
RAFFLE #1:
WORLD IA DAY 2016
THANK YOU.
QUESTIONS?
PLEASE CONTACT:
TRENT SHERRELL
UX DESIGNER, GOGO
TRENT@TSHERRELL.COM | TWITTER: @T...
01
WORLD IA DAY 2016
WORLD IA DAY 2016
ANIJO MATHEW
@anijomathew @vamondeapp
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
Physical Space
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
Physical Space
Hertzian Space
350 million photos
are uploaded to
facebook everyday
Over 6 billion hours
of video are watched
each month on
YouTube
1.2 b...
technology place
information
people
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
information architecture
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
when anything is an interface?
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
hyperlocal materialism
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
technology place
information
people
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
hyperlocal materialism?
What is
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
launched November 2015
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
~1000 users, ~3200 adventures
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
launched November 2015
---
paid adventures Spring 2016
other cities Summer 2016
WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
information architecture
Thank you.
PROBOSCIS INC (THE “COMPANY”) HAS PREPARED THIS PRESENTATION FOR INFORMATIONAL
PURPOSES ONLY. IT IS BEING DELIVERED TO YOU...
01
WORLD IA DAY 2016 LOCATION
01
WORLD IA DAY 2016
RAFFLE #2:
PRO LICENSE
01
WORLD IA DAY 2016
WORLD IA DAY 2016
DAVID HARRELL
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
HEADER OPTION
SUB HEAD OR SHORT DESCRIPTION
Some k...
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
HEADER OPTION
SUB HEAD OR SHORT DESCRIPTION
Some k...
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
Fundamental
Analysis
Technical
Analysis
TECHNICAL ANALYSIS
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
FUNDAMENTAL ANALYSIS
• Based on fundamental facts ...
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
LENSES FOR INVESTING
• A lens is a Morningstar phi...
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
WHAT’S IN A NAME?
• The previous standard for cate...
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
INVESTMENT “STYLE” AS A LENS
Two dimensions: Size ...
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
INVESTMENT “STYLE” AS A LENS
Two dimensions: Size ...
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
THE MORNINGSTAR STYLE BOX
• A framework for analyz...
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
WHAT’S IN A NAME?
• T. Rowe Price Mid-Cap Growth
•...
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
BEYOND NINE SEGMENTS
A more granular approach:
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
BEYOND NINE SEGMENTS
A more granular approach:
QUARTERLY STYLE-BASED PERFORMANCE
A ROTATING UNIVERSE
APPLIED TO FUND PORTFOLIOS
APPLIED TO FUND PORTFOLIOS
INDEXES AND A MARKET BAROMETER
PERFORMANCE CURRENTS
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
ANOTHER LENS: VALUATION
• The heart of Morningstar...
VISUALIZING VALUATION
VISUALIZING VALUATION
VISUALIZING VALUATION
VISUALIZING VALUATION
MAPPING MARKETS
MAPPING MARKETS
MAPPING MARKETS
19TH CENTURY DATA VISUALIZATIONS
http://www.handsomeatlas.com/
POPULATION PYRAMIDS
THE PORTFOLIO STACK
THE PORTFOLIO STACK
HISTOGRAMS
http://www.statpics.blogspot.com/
HISTOGRAMS
IS IT BETTER THAN A BAR CHART?
IS IT BETTER THAN A BAR CHART?
PERFORMANCE CLOCKS
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
UX AND VISUAL DESIGN
Kyra Foster, Angela Diebolt, ...
THANK YOU.
WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
Questions?
David Harrell
david.harrell@...
01
WORLD IA DAY 2016
RAFFLE #3:
01
WORLD IA DAY 2016 LOCATION
01
WORLD IA DAY 2016
01
WORLD IA DAY 2016
RAFFLE #4:
PERPETUAL LICENSE
01
WORLD IA DAY 2016
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WIAD16-Chicago-1of2

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First half of Chicago World Information Architecture 2016 slide presentation.

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WIAD16-Chicago-1of2

  1. 1. 01 WORLD IA DAY 2016 LOCATION CHICAGO
  2. 2. WORLD IA DAY 2016 WELCOME
  3. 3. 01 WORLD IA DAY 2016 WHAT IS WORLD IA DAY?
  4. 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.
  5. 5. 01 WORLD IA DAY 2016 WHAT IS IA?
  6. 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. 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)
  8. 8. 01 WORLD IA DAY 2016
  9. 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. 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. 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. 12. WORLD IA DAY 2016 THANKS TO OUR LOCAL VOLUNTEER TEAM HARRISON WILLIAMS IV LAURA PETERS CARYN WILLE
  13. 13. 01 WORLD IA DAY 2016 THANKS TO OUR GLOBAL SPONSORS
  14. 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)
  15. 15. 01 WORLD IA DAY 2016 THANKS TO OUR LOCAL SPONSORS
  16. 16. WORLD IA DAY 2016 2016 = 5 YEARS
  17. 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. 18. WORLD IA DAY 2016 TODAY WE CELEBRATE IA IN 57 locations. 28 countries. 6 continents.
  19. 19. WORLD IA DAY 2016 HELP US SHOW THERE ARE ARCHITECTS EVERYWHERE BY USING #WIAD16
  20. 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/
  21. 21. WORLD IA DAY 2016 LET’S DO THIS!
  22. 22. 01 WORLD IA DAY 2016 TODAY’S AGENDA 10:30 AM 10:40 AM 11:20 AM 11:35 AM 12:20 PM 1:50 PM 2:40 PM 3:00 PM 3:40 PM 4:00 PM 4:40 PM 4:50 PM WELCOME SESSION 1: ANIJO MATHEW BREAK SESSION 2: DAVID HARRELL LUNCH SESSION 3: SAM SPICER BREAK SESSION 3: GOLLI HASHEMIAN BREAK SESSION 3: JOE JUHNKE CLOSING MEET & GREET
  23. 23. 01 WORLD IA DAY 2016 RAFFLE #1:
  24. 24. WORLD IA DAY 2016 THANK YOU. QUESTIONS? PLEASE CONTACT: TRENT SHERRELL UX DESIGNER, GOGO TRENT@TSHERRELL.COM | TWITTER: @TSHERRELL
  25. 25. 01 WORLD IA DAY 2016
  26. 26. WORLD IA DAY 2016 ANIJO MATHEW
  27. 27. @anijomathew @vamondeapp
  28. 28. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
  29. 29. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM Physical Space
  30. 30. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM Physical Space Hertzian Space
  31. 31. 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)
  32. 32. technology place information people
  33. 33. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM information architecture
  34. 34. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
  35. 35. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM when anything is an interface?
  36. 36. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
  37. 37. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
  38. 38. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM hyperlocal materialism
  39. 39. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
  40. 40. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
  41. 41. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
  42. 42. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM
  43. 43. technology place information people
  44. 44. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM hyperlocal materialism? What is
  45. 45. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM launched November 2015
  46. 46. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM ~1000 users, ~3200 adventures
  47. 47. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM launched November 2015 --- paid adventures Spring 2016 other cities Summer 2016
  48. 48. WORLD IA DAY 2016 HYPERLOCAL MATERIALISM information architecture
  49. 49. Thank you.
  50. 50. 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.
  51. 51. 01 WORLD IA DAY 2016 LOCATION
  52. 52. 01 WORLD IA DAY 2016 RAFFLE #2: PRO LICENSE
  53. 53. 01 WORLD IA DAY 2016
  54. 54. WORLD IA DAY 2016 DAVID HARRELL
  55. 55. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS HEADER OPTION SUB HEAD OR SHORT DESCRIPTION Some kind of explanatory text, reference or footnote can go here and wrap to two lines, if needed. Some kind of illustration or image? MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS
  56. 56. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS HEADER OPTION SUB HEAD OR SHORT DESCRIPTION Some kind of explanatory text, reference or footnote can go here and wrap to two lines, if needed. Some kind of illustration or image? DAVID HARRELL SENIOR PRODUCT MANAGER FOR RESEARCH INTEGRATION MORNINGSTAR, INC.
  57. 57. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS Fundamental Analysis Technical Analysis
  58. 58. TECHNICAL ANALYSIS
  59. 59. 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
  60. 60. 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
  61. 61. 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
  62. 62. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS INVESTMENT “STYLE” AS A LENS Two dimensions: Size and Valuation
  63. 63. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS INVESTMENT “STYLE” AS A LENS Two dimensions: Size and Valuation
  64. 64. 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
  65. 65. 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
  66. 66. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS BEYOND NINE SEGMENTS A more granular approach:
  67. 67. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS BEYOND NINE SEGMENTS A more granular approach:
  68. 68. QUARTERLY STYLE-BASED PERFORMANCE
  69. 69. A ROTATING UNIVERSE
  70. 70. APPLIED TO FUND PORTFOLIOS
  71. 71. APPLIED TO FUND PORTFOLIOS
  72. 72. INDEXES AND A MARKET BAROMETER
  73. 73. PERFORMANCE CURRENTS
  74. 74. 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
  75. 75. VISUALIZING VALUATION
  76. 76. VISUALIZING VALUATION
  77. 77. VISUALIZING VALUATION
  78. 78. VISUALIZING VALUATION
  79. 79. MAPPING MARKETS
  80. 80. MAPPING MARKETS
  81. 81. MAPPING MARKETS
  82. 82. 19TH CENTURY DATA VISUALIZATIONS http://www.handsomeatlas.com/ POPULATION PYRAMIDS
  83. 83. THE PORTFOLIO STACK
  84. 84. THE PORTFOLIO STACK
  85. 85. HISTOGRAMS http://www.statpics.blogspot.com/
  86. 86. HISTOGRAMS
  87. 87. IS IT BETTER THAN A BAR CHART?
  88. 88. IS IT BETTER THAN A BAR CHART?
  89. 89. PERFORMANCE CLOCKS
  90. 90. 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!
  91. 91. THANK YOU. WORLD IA DAY 2016 MEANINGFUL DATA VISUALIZATION FOR INVESTMENT ANALYSIS Questions? David Harrell david.harrell@morningstar.com @davidharrell
  92. 92. 01 WORLD IA DAY 2016 RAFFLE #3:
  93. 93. 01 WORLD IA DAY 2016 LOCATION
  94. 94. 01 WORLD IA DAY 2016
  95. 95. 01 WORLD IA DAY 2016 RAFFLE #4: PERPETUAL LICENSE
  96. 96. 01 WORLD IA DAY 2016

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