calvert stewardship report
An editorially driven stewardship report transforming complex data into a clear, accessible narrative.
role | Graphic Designer
timeline | 5 Months
deliverables | Editorial • Publication Design • Data Visualization • Infographics
overview
The inaugural Calvert Stewardship Report introduced a new annual publication highlighting the firm's stewardship activities and investment philosophy. I developed the report's editorial design system, creating a cohesive layout that organized complex content while establishing a foundation for future editions.
challenge
As Calvert's first-ever Stewardship Report, the challenge was creating a scalable editorial system that could support evolving content, accommodate feedback from multiple stakeholders, and present diverse stewardship stories through consistent, flexible layouts.
editorial framework
To establish a cohesive reading experience across Calvert's inaugural Stewardship Report, I developed a flexible editorial framework that balanced evolving content with a consistent visual language. Modular layouts, clear information hierarchy, repeatable case study templates, and scalable data visualizations created a system that adapted seamlessly across the publication.
information design
Complex engagement metrics were translated into clear, digestible visualizations that supported the report's narrative while maintaining consistency across chapters. Charts, tables, maps, and supporting graphics were designed to simplify technical information without sacrificing accuracy.
2024 in Review
Designed a dashboard-style overview using KPIs, charts, and geographic mapping to summarize annual stewardship activity.
Proxy Voting
Combined comparison charts, KPI callouts, and donut charts into a cohesive dashboard that simplified complex proxy voting data.
Engagement Process
Translated a multi-step engagement workflow into an intuitive process diagram using icons, color, and visual hierarchy.
Voting on Environmental Issues
Organized voting methodology and evaluation criteria into a clear visual framework using supporting statistics, hierarchy, and structured tables.
final publication
The completed report established a flexible editorial system that continues to support Calvert's stewardship communications through clear layouts, thoughtful information design, and a cohesive visual experience.
