We currently have a weekly newsletter-type commentary by portfolio managers that is sent out to our clients and newsletter subscribers.
We would like to have a new design for the Word template used for it that is modern and looks appealing but remains professional and appropriate for a finance firm. If a PPT template can be used and then converted to PDF after content is added then that would also be acceptable if you believe it is better.
The items required to stay are the Palos logo (provided), the names of the Portfolio managers, the disclaimers, and the link to the newsletter registration.
They can be moved around but must remain in the template. Pages should be numbered if the disclaimer is on any page other than the first one.
Currently there is also a picture of the Montreal skyline that is stretched and if it can fit, another one can be put in place instead (depending on the design), we are also open to other suggestions for pictures or illustrations if appropriate.
The way the header and margins are set-up can be changed from the existing design.
The letter is sent by email and also posted on our website (https://www.palos.ca/news/)
We currently have 3 different commentaries from 3 different people in the same template. We would like to separate them (each with a separate file) so a design that fits 1 commentary better than 3 would be preferable.
Please contact me for any further clarifications or details required.