Pg. 1) OSAM homepage - replacing http://osam.com
An outline of the content for the homepage is below. Each numbered item is it's own subsection of the page.
1. Welcome message:
a. We pursue a simple mission: Learn, build, share, repeat. [design note: largest text for learn, build, share, repeat]
b. We constantly learn more about investing, build disciplined strategies to capture the best of what we’ve learned, and shares our broad findings with other curious investors. If you’d like to join us, follow along here[sign up].
2. Our Firm (similar to the information ribbon at us.dimensional.com), shouldn’t take up too much room: “OSAM at a glance”
a. Managing money for clients since 1996, currently x.xB
b. Performance stat (strategies beating by average of x, over x years ,x ahead since inception (NET)) average peer ranking.
c. Achieved through high active share, low active cost, and steadfast long-term discipline
d. 32 people with an average team tenure of x years based in Stamford CT.
3. Investing Philosophy>leads to subpage.
a. We are quantitative investors who believe in alpha over assets [link to that post]. Through deep empirical research, we identify factors that have generated alpha. We then concentrate our portfolios into stocks with the highest expected risk-adjusted return. Factor investing works best at the edges. Learn More>
4. Investment Strategies: Only a small handful of factors predict alpha. Using customized factor definitions, we begin by avoiding the absolute poorest quality businesses, earnings, and balance sheets. We then buy companies with outstanding shareholder yields, valuations, and price momentum. Our portfolios tend to have lower than average capacity, low excess return correlation, and very low overlap with market indexes. Learn more about OSAM’s stock selection model. Learn more>
5. Research (BLOG): OSAM is committed to conducting the best new research on markets and sharing our finding with investors. We want to manage money on behalf of committed, long-term investors, which means sharing what we learn. To follow our journey, you can read, listen and watch>
a. Underneath this copy on the homepage, put a news/latest blog post list like at luxcapital.com
Pg. 2) Mobile version of the homepage you design
Pg. 3) Strategy Page, - replacing - http://osam.com/small_cap_value.aspx.
+ A nice version of this page from a competitor to use for inspiration - https://www.ishares.com/us/products…sp-500-etf
+ Include links to the 10 different strategies (Market Leaders Value, Small Cap Value etc)
+ Copy tabs from the current webpage, when you reach the login page use this email to login - firstname.lastname@example.org.
+ We will use a chart library but feel free to design the graphs for returns.
Pg. 4) Blog / Commentary Homepage - Clean, innovative and forward-thinking look & feel. Include summary of 8-10 recent posts.
Pg. 5) Team Page - replacing - http://osam.com/about_leadership.aspx. We are going to get new photos taken for the website, so feel free to use stock photos for headshots. The team really likes the following site as a sample of what they're going for, please try to use it as inspiration without directly copying it - http://firstround.com/team/. The takeaways are large photos which when clicked display the team bios.