Workshop for New York Life MainStay Investments

We were in New York last week doing a corporate workshop for New York Life MainStay Investments. The investment management company is part of New York Life, the largest mutual life insurance company in the United States, and one of the largest insurers in the world.

As with other clients we work with, New York Life MainStay Investments produces large amounts of complex information that needs to be communicated with efficiency, precision and an attractive design. They market securities and different financial instruments and meed to provide advisors and clients with reliable information about performance, risks and how different investments compare to others though a variety of brochures, factsheets, fund “snapshots”, online dashboards, PowerPoint presentations and so on.

In the two-day workshop we discussed the difference between insightful charts that help clarify information and the decorative presentations that add little value and are commonplace everywhere; content and visual choices, alternative approaches to telling stories visually, overall design issues, achieving style consistency across an organization’s output of charts and graphics, and more. We typically mix presentations with hand-on exercises that emphasize hand sketching, and also introduce participants to the creation of online data visualizations with Tableau.

For information on our corporate workshops, reach us at

New York Life Mainstay Investments is located in Jersey City in an iconic building right across Manhattan:

The views of the Hudson River and the Manhattan skyline are stunning!

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