The Brief

One AGM to Communicate the Full Year

An AGM brings an entire year of investor communications into one meeting - fund performance,  portfolio progress, market developments, firm updates, and the outlook ahead. The challenge was making each section distinct while ensuring the full presentation still felt connected.

Built for a Live AudiencePerformance at a Glance

AGM slides need to work differently from an LP report. We reduced competing information, strengthened hierarchy, and brought the key takeaway forward on every slide. Enough detail for the LP. Enough space for the presenter.

Example 1Example 2Example 3
Original AGM slide with an even grid of equal-weight text boxes describing the investment process

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Redesigned AGM slide with one funnel visual narrowing to a single takeaway on risk-adjusted returns
Original AGM slide with a stock image, dense text columns and a checklist on the private equity approach

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Redesigned AGM slide using a DNA helix visual to connect the firm's approach to its ecosystem
Original timeline slide with three dense text columns across eras

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Redesigned timeline slide with a rising wedge and a simple icon row for each era

Fund performance and portfolio updates naturally bring dense tables, metrics, and comparisons. We redesigned the data around what mattered most: performance, movement, context, and takeaway. The numbers stayed rigorous. The story became easier to see.

Example 1Example 2Example 3
Original stock price area chart plotting every year with extra callouts

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Redesigned slide with five milestone bars and the 8x growth figure pulled out large

Before · Raw layout

Original line chart of retiree population with a supporting data list

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After · Designed

Redesigned layered area chart of the aging population with two headline figures

Before · Raw layout

Original dense table of asset management reporting by year

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After · Designed

Redesigned stacked bar charts comparing legacy and go-forward reporting
The Narrative We Built

One System Across Every AGM Chapter

The AGM needed a narrative that could carry LPs through the entire meeting. Each chapter moved the story forward, connecting historical performance with the firm’s positioning and outlook.

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Track record slide showing AUM milestones the firm reached since 2015
Targets slide comparing the last investor day targets with updated 2026 goals
Our edge slide with a DNA helix connecting the firm's approach to its ecosystem
Market slide showing the growing aging population behind the opportunity
Access slide showing distribution reach across platforms, advisors and countries
The build slide with a timeline of platform launches from 2021 to today
THE RESULT

Final AGM Presentation

The annual meeting joined the fund deck under a single system. Two decks, built for two different moments, that read as one firm to the investors who see both.

NorthMarq AGM deck, Cover slide, Long-Term Value CreationNorthMarq AGM deck, Agenda slide listing the six chapters and presentersNorthMarq AGM deck, Track Record chapter dividerNorthMarq AGM deck, Industry leadership and governance slideNorthMarq AGM deck, Targets progress table slideNorthMarq AGM deck, Targets chapter dividerNorthMarq AGM deck, Individual investor opportunity pyramid slideNorthMarq AGM deck, Industry growth drivers bar chart slideNorthMarq AGM deck, Ecosystem outlook growth chart slideNorthMarq AGM deck, Our Edge chapter dividerNorthMarq AGM deck, Net profit contribution by operating group slideNorthMarq AGM deck, Capital and liquidity update slideNorthMarq AGM deck, Access chapter dividerNorthMarq AGM deck, ESG priorities slideNorthMarq AGM deck, Risk culture and governance slideNorthMarq AGM deck, The Build chapter dividerNorthMarq AGM deck, Growth ambition roadmap slideNorthMarq AGM deck, Medium-term outlook slideNorthMarq AGM deck, Updated five-year targets slideNorthMarq AGM deck, Outlook summary slide
CONCLUSION

A More Effective AGM for the Room

The final presentation brought together fund performance, portfolio developments, market context, and firm priorities in a format built for a live LP audience. The information stayed rigorous, while the structure and visual hierarchy made the meeting easier to present and follow.

Built for a Live LP Audience

Slides were structured around the key message and supporting evidence.

A Navigable Narrative

A consistent structure and navigation system helped LPs move naturally across fund performance, portfolio updates, market context, and the firm’s outlook.

Performance in Context

Dense fund and market data was redesigned to surface the metrics, comparisons, and trends most relevant to the discussion.

Consistent Across LP Communications

The AGM extended the visual system established for the fund overview deck, creating continuity across the firm’s investor-facing materials.