Making a Mutual Fund Presentation for Clients [Writing & Designing]

Our client Olena asked us an interesting question while we were making her mutual fund presentation.

She said,

"How do I make sure my clients actually understand the numbers and don’t just nod along?"

Our Creative Director answered,

"Keep it simple, visual, and story-driven."

As a presentation design agency, we work on many mutual fund presentations throughout the year, and in the process, we’ve observed one common challenge: clients often get lost in charts and jargon, leaving the presenter frustrated.

In this blog, we’ll talk about what makes a good mutual fund presentation and how to write, design & deliver it well.

In case you didn't know, we specialize in only one thing: making presentations. We can help you by designing your slides and writing your content too.

Before we get into how to make, let's establish...

What Makes a Good Mutual Fund Presentation

A good mutual fund presentation is not a spreadsheet dumped onto PowerPoint. It’s not a list of past returns or an endless string of industry jargon. A good presentation does three things well: it informs, it persuades, and it builds trust.

Clarity is king. 

Your clients should not need a finance degree to understand your slides. Numbers should tell a story, not create confusion. That means visuals, simple comparisons, and a logical flow that guides the viewer from the problem to your recommended solution.

Story matters. 

People remember stories, not charts. Frame the fund’s performance or strategy in a narrative your client can relate to. For example, instead of saying, “This fund returned 12% last year,” you could show how that return helped an investor like them achieve a real-life goal, like saving for a down payment or building retirement security.

Trust is non-negotiable. 

A mutual fund presentation is ultimately about confidence. Your clients are trusting you with their money. If your slides look like a hastily thrown-together report, that trust erodes. Simple, clean design signals competence and care.

From our experience, most mutual fund presentations fail because they either overload information, skip the narrative, or make the client feel lost in jargon. Nail clarity, story, and trust first, and the rest falls into place.

How to Write Your Mutual Fund Presentation Layman-Friendly

Let’s talk about narratives. Because your narrative is what turns raw numbers into something your client actually cares about.

A good narrative starts with the client’s goal, not the fund itself.

Forget all the technical details at first. Ask yourself, what does your client want? Retirement security, a college fund, wealth growth, or peace of mind? Frame your slides around that goal. When your audience sees the presentation through the lens of their own objectives, everything else clicks.

Next, simplify the numbers without dumbing down.

You don’t have to explain every financial metric. Highlight the ones that matter and translate them into everyday language. For instance, instead of “The fund’s alpha is 1.2%,” say, “This fund consistently outperforms similar funds, meaning your money grows faster than average.” Clients don’t need to memorize jargon—they need to understand the impact.

Use relatable examples and comparisons.

A visual or story beats a table of numbers every time. Show a chart with a simple line illustrating growth over time, then pair it with a real-world analogy. Something like, “Investing in this fund over ten years is like planting a tree now and watching it grow into a shade-giving oak when you need it most.” Suddenly, the numbers feel tangible.

Build tension and resolution. 

Every good story has a problem and a solution. Start with the challenge the client faces—market volatility, inflation, or competing investment options—and show how this fund solves it. That way, each slide isn’t just information; it’s a piece of a bigger story where the client sees themselves succeeding.

Finally, keep it consistent.

Your tone, visuals, and terminology should reinforce the narrative throughout. Don’t jump from technical jargon to casual language to flashy graphics, it confuses the client. A smooth, cohesive story keeps them following along without getting lost.

How to Design the Slides of Your Mutual Fund Deck

Start with simplicity. Less is more.

Avoid overcrowding slides with every number, table, or chart you have. One idea per slide is the rule. If you try to show too much, your client will either skim or zone out.

Use visuals wisely. 

Charts, graphs, and infographics should clarify, not confuse. Bar charts for performance comparisons, line graphs for growth over time, pie charts for portfolio allocation (these are all tools, but only if they’re easy to read at a glance). Always label clearly and highlight the key takeaway.

Highlight the important numbers. 

Don’t expect clients to dig through a sea of data. Use color, size, or callouts to emphasize returns, risk levels, or growth milestones. Make it obvious what they should remember.

Consistency is key. 

Fonts, colors, icons, and layouts should follow a cohesive style. Inconsistent design signals chaos. A clean, uniform look reassures clients that you’re professional and detail-oriented.

Use white space strategically. 

It’s not wasted space. Empty space guides the eye, emphasizes key points, and makes your slides breathable. A cramped slide looks intimidating; a spacious slide looks approachable.

Visual hierarchy matters. 

Your slides should naturally guide the viewer from top to bottom, left to right. Headings, subheadings, and highlighted numbers should create a clear path so your audience doesn’t have to guess what’s important.

Add subtle storytelling elements. 

Even in visuals, you can maintain your narrative. Use timelines to show growth, step-by-step diagrams for investment strategy, or icons to represent goals. Every visual should reinforce the story you’re telling, not distract from it.

Fonts and Colors We Recommend for Your Mutual Fund Presentation

Fonts

We recommend sticking to clean, easy-to-read fonts for your mutual fund presentation. Sans-serif fonts like Helvetica, Arial, or Open Sans work best for body text because they are simple and readable on any screen.

For headings, you can use a slightly bolder sans-serif or a classic serif like Georgia to create a clear hierarchy. Avoid decorative fonts as they distract from your message and make the presentation look unprofessional.

Colors

When it comes to colors, less is more. Choose one dominant color and one or two accent colors to keep the deck visually cohesive. Blue is a reliable choice because it conveys trust and stability, paired with neutrals like gray, white, or beige for backgrounds.

Use accent colors like green or orange sparingly to highlight key numbers, charts, or takeaways. High contrast between text and background is essential to ensure readability.

Example of a Good Mutual Fund Presentation

We think this is a great example by Vanguard because the color scheme and overall design formatting are exceptionally well done. Something to get inspired!

Delivering Your Mutual Fund Presentation Well

No matter how well you structure your slides or craft your narrative, it all falls apart if you deliver it poorly. A brilliant mutual fund presentation doesn’t sell itself. How you present is just as important as what you present.

Confidence is contagious. 

If you hesitate, mumble, or rush through slides, your clients will pick up on it immediately. Know your material inside out and practice enough that you can speak naturally without reading word-for-word from your slides. Clients invest in people as much as they invest in funds.

Engage your audience. 

Don’t treat slides like a script you need to follow rigidly. Ask questions, pause for reactions, and encourage discussion. This keeps clients involved and helps them internalize the information. If you present like a monologue, your clients will tune out even the best slides.

Pace yourself. 

Too fast and your clients can’t absorb the information. Too slow and you risk losing their attention. A well-paced presentation lets clients process one idea at a time. Pair this with your narrative so each point naturally builds on the last.

Body language and tone matter. 

Eye contact, gestures, and a steady, confident voice make your presentation memorable. Avoid reading from notes or pointing randomly at slides. Subtle, intentional movements reinforce your story.

Prepare for questions. 

Clients will have them. Anticipate the tough ones and answer clearly. Don’t get defensive or vague. Being prepared shows competence and builds trust, which is ultimately why clients hire you in the first place.

---

Why Hire Us to Build your Presentation?

If you're reading this, you're probably working on a presentation right now. You could do it all yourself. But the reality is - that’s not going to give you the high-impact presentation you need. It’s a lot of guesswork, a lot of trial and error. And at the end of the day, you’ll be left with a presentation that’s “good enough,” not one that gets results. On the other hand, we’ve spent years crafting thousands of presentations, mastering both storytelling and design. Let us handle this for you, so you can focus on what you do best.

---

Explore Case Studies | Get to Know Us | Start Your Project