# Introduction

## Vision

Enable a more responsible and sustainable world, now and for future generations.

## Mission

To harness the power of AI to quantify unstructured data to amplify investment intelligence.

## Our Story

The explosion of data and acceleration of technology is fundamentally transforming the financial industry. Asset management firms that can synthesize, analyze and derive insights from emerging new data stand to gain a significant edge in the marketplace.

Truvalue Labs amplifies the research, analysis and monitoring capabilities of investment professionals by leveraging the power of AI to interpret and analyze massive amounts of unstructured data at speed and scale never before possible.&#x20;

We empower investment professionals, and companies alike, to make more timely, informed, intelligent decisions that have a material impact on value. Creating a technology centric, systematic, and transparent scoring system, companies can now be measured on not what they say but what they do.

Our roots are in ESG but are vision has always been broader. We are unlocking the hidden value in a rapidly expanding universe of unstructured data and shaping the new investment fundamentals.

## Value Proposition

By engaging Truvalue Labs and leveraging the power of AI, you will:

* Increase your ability of achieving outperformance
* Gain a knowledge advantage over your competition with insights they don’t have&#x20;
* Empower analyst teams to be more productive and able to process insights at a speed and scale never before possible
* Avoid the risk of obsolescence

## Where We are Going

Truvalue Labs launched with an initial focus on using AI-powered analytics to quantify environmental, social and governance (ESG) behavior.&#x20;

In the process, we had a revelation: we can apply the same technology and methodology to derive actionable insights, identify opportunities and measure risks based on virtually any intangible factor uncovered in alternative data.&#x20;

Our proprietary technology and predictive analytics can help organizations make better informed, data-driven decisions that will advance their business, whatever it may be.&#x20;

We are partnering with leading financial institutions to make that vision a reality.


# Brand Architecture

## Brand Promise and Personality

Truvalue Lab’s brand promise revolves around our deep believe that we can augment human capabilities by bringing together AI, big data and collective expertise. We believe in the power of technology. We value transparency. We think companies should act responsibly and maximize value for ALL stakeholders. We believe that the world can be better and what we build will transform our world for the better.

## Tagline

### Amplified Investment Intelligence

Harness the power of AI to uncover hidden insights.

## Product Naming

The Truvalue Labs product family keeps growing. It's critical to ensure a scalable system that is consistent and builds further brand value in the company vs introducing a separate product brands.&#x20;

Our approach is to combine the **company name**, minus the “Labs", plus a straight forward concise **product label.** This constitutes the **product name**.

### Current product family

* Truvalue Platform
* Truvalue Data
* Truvalue Cloud
* Truvalue Index
* Truvalue Research&#x20;
* Truvalue Studio
* Truvalue \_\_\_\_\_\_\_\_


# Logo

## Logo

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-Lp5MUSiy2kggz97xYUq%2F-Lp5MXCicc5FGnQJ58vr%2FLogo.png?alt=media\&token=d99cbc2c-27f7-4664-99a4-ff2fc96d086e)

{% file src="/files/-Lp5MgL5FAsuEyrcVbIg" %}
Download Logos
{% endfile %}

## Icon

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-Lp5L1UuqYoJDjIKvE1q%2F-Lp5LZvM2xfTLCNl2chy%2FTVL_Icons.png?alt=media\&token=4e41db5a-486d-4913-a938-d22c629fc9e0)

## Usage Guidelines

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-LqtUcIJxOT9Y7WSWHjF%2F-LqtUrrNDcWzHQGhN8Q0%2FUsage%20Guidelines.png?alt=media\&token=7ad8a68f-9e7f-4396-916b-cf683950d499)


# Colors

## Purple

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-Lp5NvzC9RWFJJslEIUZ%2F-Lp5ObCx8ymsgwK5AMW7%2FPurple.png?alt=media\&token=c0f81287-4835-49e6-8029-4c23c607727f)

Used for primary design elements, such as CTAs or the top horizontal bar.

| HEX     | RGB         |
| ------- | ----------- |
| #61366E | 97, 54, 110 |

## Black

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-Lp_btt_rCiQJQuHqIv_%2F-Lp_cKKmPr-9Ya4Rb-03%2FBlack.png?alt=media\&token=685de7a2-4460-4014-a18b-e134d3db6044)

| HEX     | RGB   |
| ------- | ----- |
| #000000 | 0,0,0 |

## White

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-Lp_d4zGrj-S4q9KMANY%2F-Lp_d7QX2cCgCDxWnKHE%2FWhite.png?alt=media\&token=135df321-041d-4209-a860-20ce6f3d3a85)

| HEX     | RGB#        |
| ------- | ----------- |
| #FFFFFF | 255,255,255 |

## Active Purple

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-LpB0whU0r7UtpeDojLp%2F-LpB1CDOKcMmE0WtellK%2FPurple_Active.png?alt=media\&token=ae7e28e9-4126-4566-a3c3-7a34ca9a9142)

Used for interactions (hover) and in cases where a brighter purple is necessary for legibility.

| HEX     | RGB        |
| ------- | ---------- |
| #793A84 | 121,58,132 |


# Typography

## Our Fonts

### Barlow

Our primary font for all usages is **Barlow**, a font family by Google.&#x20;

{% file src="/files/-LpB3Xhg-aO5KtTrW61A" %}
Download
{% endfile %}

## Installing Fonts

All new employees should have this font installed on their machine. Please also make sure external designers as well as those handling event presentations download and install this font.

For help with fonts, contact **IT Jones** via Slack or email them at <support@itjones.com>.

[How to install fonts on a Mac →](https://support.apple.com/en-us/HT201749)

[How to install fonts on Windows →](https://support.microsoft.com/en-us/help/314960/how-to-install-or-remove-a-font-in-windows)

## Pairings

## Hierarchy

## Standard Usage

### Body

| Font Size | Line Height        |
| --------- | ------------------ |
| 9 pt      | 12 pt or 1.1 lines |
| 10 pt     | 14 pt or 1.2 lines |


# Photography

## Photo Libraries

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-LqwL3H9CICBUd7DKzCV%2F-LqwL6wczwWqNLWBjNUj%2FScreen%20Shot%202019-10-11%20at%2012.42.37%20PM.png?alt=media\&token=6ef61113-ed74-46e7-8830-19ea7869c820)

[Unsplash →](http://unsplash.com)

## Guidelines

* Avoid overly saturated images with unrealistically bright colors

## Blog Usage

* Avoid being too literal
* Do not upload screenshots of articles as the featured image
* Do not upload screenshots of charts as the featured image


# Iconography

## **Icon Pack**

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-Lp_Z7UjeNumUvPJXo2r%2F-Lp_ZCPM_7rg6oNyh_qC%2FIcons.png?alt=media\&token=faf4e49b-3b58-417e-84e2-0f1a4d7fbb75)

{% file src="/files/-Lp\_\_tcDXruqV2dtf30v" %}
Download for Illustrator
{% endfile %}

{% file src="/files/-Lp\_a4EeJ17HY9a6hQoe" %}
Download for Figma
{% endfile %}

## **Icon Web App**

Search for and download icons via the Streamline icon app.

Email <design@truvaluelabs.com> for the login information.

[Streamline Icon App →](https://app.streamlineicons.com/streamline-regular)

## Guidelines

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-LpduHT2AnEfX1xLsugK%2F-LpduJYIUgL6PxyQZoCI%2FIcon%20paired%20with%20Text.png?alt=media\&token=dcafb3cb-0136-4d8f-9dfe-655cdb9867bd)

### **Usage**

The most common usage of icons is paired with a feature text block consisting of a title and short descriptive text, with icon sitting on top.&#x20;

* Icons are always in our brand color purple (#61366E)
* 2px line thickness, 4px for retina-scaled images
* In general, 2.25x the size of the title that it is paired with
* Space between icon and title is the height of the title

## Creating Icons

### Things to avoid

* Avoid unnecessary details and decorative elements
* Avoid being too playful


# Illustration

## Diagrams

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-LqK7BbJ1m1jk87gCem4%2F-LqK7x2aiEtxouAUil2-%2FCloud%20Diagram%20Lite-01.png?alt=media\&token=20a25862-6d83-4d67-8e25-549d160db2db)

### **Style**

Diagrams depicting a process will benefit from a 3-dimensional plane to help visualize complex ideas while feeling dynamic.&#x20;

### **Color**

Colors are generally from our purple family with shades of gray and black.

### **Font**

Certain key labels may be typeset in Roboto Mono to lend a technical and more layered feel.

## Abstract Collages

![Example of an abstract collage which can be assembled from our set of basic shapes.](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-LqK7BbJ1m1jk87gCem4%2F-LqK7X8IO3NozkhjILLp%2Fabstract.png?alt=media\&token=e2b1d508-4318-4066-8145-1da332041140)

{% file src="/files/-Lta-6oyVoCt3UzAOBB9" %}
Download Collage Template
{% endfile %}

### **Style**

For collateral requiring a cover image, background, or for other printed material like event signage, use our abstract collage imagery. These are assembled from 4 basic shapes which form the foundation and can be further textured via opacity or layering horizontal stripes.

\[insert image of building block pieces]

### **Color**

\[ Primary purple, purple shades, gray, black ]


# Design Elements

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-LqwPfparQMT26PjfvZb%2F-LqwPiFUZBUP5OtdlJV6%2FDesign%20Elements.png?alt=media\&token=cbe95020-61f5-4609-8df3-3e885812d141)

### **Horizontal Bar**

A common element across all documents is a top horizontal anchor bar in our brand purple (#61366E).

## Abstract Collages

![Example of an abstract collage which can be assembled from our set of basic shapes.](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-LqK7BbJ1m1jk87gCem4%2F-LqK7X8IO3NozkhjILLp%2Fabstract.png?alt=media\&token=e2b1d508-4318-4066-8145-1da332041140)

For collateral requiring a cover image, background, or for other printed material like event signage, use our abstract collage imagery. These are assembled from 4 basic shapes which form the foundation and can be further textured via opacity or layering horizontal stripes.

{% file src="/files/-Lta-6oyVoCt3UzAOBB9" %}
Download Collage Template
{% endfile %}


# Product Images

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-LpBQ_X-8w4keYfKm1fW%2F-LpBQtIzkBAxlZDkVxwg%2Ftruvalue_platform_screen.jpg?alt=media\&token=93e8496d-060e-4770-9523-990ba82986a4)

{% file src="/files/-LpBQtIzkBAxlZDkVxwg" %}
Download
{% endfile %}


# Collateral

## Types of collateral

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-Lpe9V42aw8eeR_cEUb8%2F-Lpe9ZrbDatOsrLY9dXH%2FCollateral.jpg?alt=media\&token=2d32980e-9b19-48bc-ac6f-ef2884f8bd36)

These are the main documents currently in use.

* **Sales Collateral**

  * Case Studies
  * Corporate Brochure
  * Research Briefs
  * Sales Decks
  * Tearsheets
  * Use Cases
  * Whitepapers

* **Product Documentation**

  * Data History
  * FAQs
  * Integration Guides
  * Methodology

* **Contracts**
  * Agreements
  * Letterhead
  * NDAs
  * Proposal
  * Service Orders

## Where to find our documents

Our documents are stored in two places: **Google Drive** and **Truvalue Basecamp**, a tool we built to easily access and manage shared documents across our organization. Truvalue Basecamp is powered by Google Drive and so the two are always in sync.&#x20;

## **Truvalue Basecamp**

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-LpBC3gHw-cnEhwCS_Go%2F-LpBC5lWtiKZ3rCqhK1F%2FScreen%20Shot%202019-09-19%20at%206.05.46%20PM.png?alt=media\&token=e991819a-ca5f-41f1-bc17-9aab526f80d5)

Truvalue Basecamp is an easy, visual way to find what you need. Quickly locate different types of collateral and documents using the left nav or perform a search. Easily access the corresponding  Google Drive and Source folders to make edits and upload new versions.

**How to Access**\
Login with your existing Truvalue Labs email account.

[Go to Basecamp →](https://truvaluelabs.com/basecamp)

## Google Drive

The best way to access our documents via Google Drive is by syncing it to your computer. This way, you'll always have access to our shared documents locally and you can easily attach them in your emails without first downloading them from Truvalue Basecamp.

**Setup by ITJones**\
Our IT support team can help you setup Google Drive syncing for you. Email **<support@itjones.com>**.

**Do it yourself**\
[Guide to syncing Google Drive to your computer →](https://support.google.com/drive/answer/2374987)


# Stationery

## Templates

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-LpeHQdvzmchrsrRZjng%2F-LpeHSQnZ1hX4F73jc4B%2FStationery.png?alt=media\&token=796e812f-16d8-47f5-aa6b-d862c00956c1)

[Business Card Template →](https://drive.google.com/open?id=1Bh6fFc84sly67L8uQx4Q_X-WRpxMqWJG)

[Letterhead Template →](https://drive.google.com/open?id=1eQZX1tqI-UQyiABMN-CpHuBG8KKoqk-1)


# Templates

## Presentation Template

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-Lt_z2BK9dy20kPgFtgQ%2F-Lt_zC9khe1u0yruJjnW%2FScreen%20Shot%202019-11-13%20at%2010.17.51%20AM.png?alt=media\&token=5930b0e5-6f05-4ec7-95e8-a862842399f7)

{% file src="/files/-LuK2X66ejRVhmHB0vuL" %}
Presentation Template - Powerpoint
{% endfile %}

## Document Templates

{% file src="/files/-LuK1vtyKId3RaHORCdE" %}
One Column Template - Word
{% endfile %}


# Website

*Coming Soon*

* content architecture
* layout types
* components
* guidelines

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-LqKBL8eh_gneAwB0nDp%2F-LqKBO4sDuvssbOAd1LP%2FPage%20Layout.png?alt=media\&token=dfe403e4-8a33-4b85-abba-2ffcf2de25b0)


# Blog

## Writing

### Things to do

* Include 1-5 links per blog post
* Include a CTA to another page or offer

### Things to avoid

* Avoid politically charged personal attacks on people
* Avoid bashing or mentioning competitors by name

## Photography

* Avoid being too literal
* Avoid overly saturated images with unrealistically bright colors
* Do not upload screenshots of articles as the featured image
* Do not upload screenshots of charts as the featured image

## Photo Libraries

### **Free**

[Unsplash →](http://unsplash.com)


# Events

*Coming Soon*

* signage templates
* where to order
* past signage
* past event website examples


# Headshots and Bios

Bios of key team members and their headshots.

## Headshots

[All Headshots →](https://drive.google.com/drive/u/0/folders/1KXJMkRx0WRkl1JSWLjwqw4NggbBB9Ruj)

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-MGvXNBcFgDZ_dexCmWG%2F-MGvY5ymsvgHML5m7u3v%2Fimage.png?alt=media\&token=4c689986-1430-41fe-8a9c-b7ce24755721)

## Hendrik Bartel

**CEO and Co-founder, Truvalue Labs**

Hendrik Bartel is the CEO and co-founder of Truvalue Labs, the first company to leverage artificial intelligence (AI) to glean timely, objective, and actionable ESG insights for investment decision-making. With a mission to solve the problems of ESG and Intangible Risk data with a technology-first approach, its SaaS and API products offer high scalability, flexibility, and transparency.

With Hendrik’s entrepreneurial background in turning complicated technologies into user-friendly products, he has led product development initiatives at companies including Amazon, Pure Digital Technologies acquired by Cisco, and Cyra Inc. acquired by Leica.

Hendrik earned an Engineering Degree from the Hochschule Hannover (University of Applied Sciences in Hannover, Germany) and an MBA in Global Business Management and Social Entrepreneurship from St. Mary’s College of California.

{% file src="/files/-LqjNJ\_7NV6fZYy\_dItX" %}
Download
{% endfile %}

## Dr. Stephen Malinak

**Chief Data and Analytics Officer, Truvalue Labs**

Stephen leads Truvalue Labs’ quantitative research team in applying artificial intelligence and machine learning techniques to create new financial signals from unstructured data. An industry leader in quantitative analytics, Stephen joined Truvalue Labs from Thomson Reuters, where he spearheaded the company’s quantitative analytics offering, StarMine, and developed over 15 quantitative models. He has an extensive track record of successful predictive models using widely varying techniques across numerous domains.

He attended college at the Massachusetts Institute of Technology where he received his S.B. in Electrical Engineering and Computer Science. Stephen went on to receive his Masters and PhD in Engineering-Economic Systems from Stanford University.

{% file src="/files/-Lqj9N6l2D46fct4aNHM" %}
Download Headshot
{% endfile %}

## Susan Lundquist

**Chief Marketing Officer, Truvalue Labs**

Susan is the Chief Marketing Officer at Truvalue Labs (TVL), the first company to apply artificial intelligence (AI) to uncover timely Environmental, Social, and Governance (ESG) data on publicly traded companies. Asset Managers use this data and analytics to build sustainable investment portfolios and indices. Susan joined TVL from Thomson Reuters where she was the Head of Product Strategy for the Asset Management business.&#x20;

Prior to Thomson Reuters, Susan served as Vice President of Product Marketing at Advent Software and was responsible for the Investment Management Group’s portfolio of products. She also served as General Manager of Vestek, a Thomson Financial portfolio analytics company, and Consulting Manager at Interactive Data.

{% file src="/files/-LqjAHtwWVtGQu6O7-mI" %}
Download Headshot
{% endfile %}

## Dr. Jim Hawley

**Head, Applied Research, Truvalue Labs**

Jim Hawley, PhD is Professor Emeritus of Management, School of Economics and Business at Saint Mary College of California. He is also Head, Applied Research at Truvalue Labs, San Francisco, California, which provides advanced analytics to create sustainability metrics using real-time ESG data. He is the author of The Rise of Fiduciary Capitalism (2001).&#x20;

Jim is co-editor Corporate Governance Failures: The role of institutional investors in the global financial crisis.(2011), as well as co-editor of The Cambridge Handbook of Institutional Investment and Fiduciary Duty (2014) and The Routledge Handbook of Responsible Investment (2015).

{% file src="/files/-LviB64j4pkMvoleIm82" %}
Download Headshot
{% endfile %}

## Phil Kim

#### Chief Product Officer and Co-Founder, Truvalue Labs

With over 15 years of product management and engineering experience, Phil has previously led product development efforts in data analytics, enterprise software, and consumer products at companies including Intel, Cisco, Corrigo, and Oracle. He has an MBA from UC Berkeley Haas School of Business and a BS Computer Science, MIT.

{% file src="/files/-LqjTi5QDYyOkprm7pQR" %}
Download Headshot
{% endfile %}

## Faithlyn Tulloch

#### Chief Technology Officer, Truvalue Labs

Faithlyn has more than 15 years of engineering experience, and was previously software lead at companies including Flip Video/Cisco, Cranite Systems & SGI.

She has a Master of Science in EE/CS from Stanford University.

{% file src="/files/-LqjWp53xCU0Bj8mbnjG" %}
Download Headshots
{% endfile %}

## David Ron

#### Chief Financial Officer, Truvalue Labs

David has more than 25 years of experience managing early stage technology companies through rapid growth. He served as CFO of Krux Digital, Inc. before and after its acquisition by Salesforce. He also previously worked as Director of Investment Banking for Centaur Partners, and as either CFO or VP of Finance for four other companies. He holds a Series 79 FINRA.

{% file src="/files/-Lqj9mTq6ZZIlkANTeZ4" %}
Download Headshot
{% endfile %}

## David Silver

#### Global Sales Manager, Truvalue Labs

David has more than 25 years of experience leading corporate strategy and product innovation, helping companies to expand into new markets. At MarkMonitor, David provided leadership for the company’s business in both Asia Pacific and Latin America. Prior to MarkMonitor, David was founder and CEO of NetAcumen, Inc., which was acquired by Responsys, Inc.

{% file src="/files/-LqjCMzgqpixHUmeFPkm" %}
Download Headshot
{% endfile %}

## Mark Strehlow

#### Head of Product and Design, Truvalue Labs

A seasoned creative thinker, product leader, and user experience designer, Mark has over 17 years of experience in product innovation and strategy, product management, UX design, and branding for both early stage startups and established companies.

{% file src="/files/-LqjJsX00c283Y8bMR5S" %}
Download Headshot
{% endfile %}

## Sebastian Brinkmann

**Managing Director, Europe, Truvalue Labs**

Sebastian is an experienced ESG professional who has worked closely with investors on sustainability issues for over 10 years, including 5 years in sales managing Western US ESG sales for MSCI and over 5 years in a research capacity as an ESG analyst with RiskMetrics and Innovest.

{% file src="/files/-LqjOPgISswR2qXEwSpZ" %}
Download Headshot
{% endfile %}

## Eli Reisman

**Director of Product Management, Truvalue Labs**

Eli Reisman is the Director of  Product Management, responsible for TruValue Labs’ core product offerings.  Before joining TruValue Labs, Eli worked as the Director of Partnerships at SASB where he managed the licensing and integration of SASB's framework within SABS partner's products. Additionally, Eli also managed the development of SASB's internal products, including the SASB Navigator, the company's first web based research library. Prior to SASB, Eli spent six years at the U.S. Green Building Council (USGBC).

Eli holds a Bachelor’s degree in Urban and Environmental Policy from Occidental College and earned his MBA from George Washington University.&#x20;

{% file src="/files/-LqjPXeufi8588ci3bwM" %}
Download Headshot
{% endfile %}

## Thomas Kuh

**Head of Indexes, Truvalue Labs**

Thomas Kuh leads Truvalue Index, creating benchmarks for implementing ESG investment strategies through ETFs, mutual funds and institutional accounts. He was Executive Director, Global Head of ESG Indexes, for seven years at MSCI, where he spearheaded the development of innovative ESG equity and fixed income ESG indexes. His professional experience also includes 16 years at KLD Research & Analytics, and service on the boards of SIRI Company (now Sustainalytics) and the US SIF. &#x20;

&#x20;Thomas has an MA and PhD in Economics from University of Massachusetts Amherst and a BA in Political Economy from Hampshire College. He was a Teaching Fellow at Harvard University and Professor of Economics at Simmons College.

{% file src="/files/-LqjRfyX7x4Zn56RX-AG" %}
Download Headshot
{% endfile %}


# Presentations

Design guidelines for designing presentations.

## Our Template

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-M58x58d3j3PizTWJNWZ%2F-M5948j6_1aWUdb78T-o%2Fimage.png?alt=media\&token=2dbbc1a8-1872-4688-a570-06d4aa8e3d5f)

{% file src="/files/-LuK2X66ejRVhmHB0vuL" %}
Truvalue Labs Presentation Template
{% endfile %}

## Assets

{% content-ref url="/pages/-LpBWul2StSIL6JJvBFp" %}
[Iconography](/visual-identity/iconography)
{% endcontent-ref %}

## Covers

* Cover slides consist of a title, short description line, and date
* Make sure the title, description, and date as a unit are vertically centered
* Please refrain from additional text blocks here

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-M58x58d3j3PizTWJNWZ%2F-M592LxVP8_ODc-gGeWy%2Fimage.png?alt=media\&token=94e74095-02c8-4e73-ab8c-c89063f79972)

## Section Covers

There are 2 sets of section cover slides, in purple and dark gray. Titles should be concise and simply label what the section is about, rather than entire sentences. Do not add any additional smaller text.

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-M58x58d3j3PizTWJNWZ%2F-M595hx_apsKngduxHLl%2Fimage.png?alt=media\&token=960608e8-c11d-4ce9-b96e-26ec6e8ff96f)

## Slide Titles

**Line breaks**\
Titles are easier to read and feel more natural if you insert a line break about halfway in the sentence, so that each part is roughly equal in size. Try to avoid having a title that goes all the way across the slide unless there is no space to break it into two lines.

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-M5KYqUVtU4KX4ZGREw8%2F-M5KYzvKwlpHGUKLY1K4%2FText%20Wrapping.png?alt=media\&token=83fb1f5a-5ef4-419f-a5d6-113f5f838061)

## Charts

### Color Theme

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-M60wWcBwcRdt-Ogf6uf%2F-M60xCQeJlVfOsoPJGoi%2FChartExample.png?alt=media\&token=f7bf83a3-a656-4206-b2b3-4571ba8e2730)

We have a preconfigured Microsoft theme that automatically applies our colors to your charts. You can download this theme file and install it on your system as shown below.&#x20;

{% file src="/files/-M60tv2ujGSyNprmJGvO" %}
Download TVL Theme for Microsoft
{% endfile %}

#### How to install

Under the **Design** tab, click **Themes** and then **Browse for Themes**.

![](https://4029617878-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LmQiJDElB2SsOFDy-I4%2F-M60tMnDQ711lIMueBnV%2F-M60vOfi9kL59RN5ozl-%2Fimage.png?alt=media\&token=85d63723-f636-4a97-b46d-f73ceb5ac302)


