Case Study - PortfolioConstructionForum

Challenging beliefs

PortfolioConstructionForum is Australia and New Zealand’s leading specialist, independent, provider of continuing education for investment professionals.

Providing information and certification for investment portfolio construction managers to improve quality and therefore outcomes for investors.

Portfolio Construction Forum Business Cards

New thinking, partnerships and excitement

Through brand research and workshops, uberbrand helped the PortfolioConstructionForum define their brand strategy and value proposition, and used this as a platform to refresh its visual identity.

Minimal & straight forward

With an updated proposition along with a new logo, epitomises new thinking and partnerships. Whilst still maintaining references to its past.

The visual identity was straight forward and designed for use, with minimal colours and bold typography to put the emphasis on content.

Portfolio Construction Forum App


Brand research, brand strategy, brand architecture & brand portfolio, value proposition development and brand naming.


Logo development, visual identity systems, brand guidelines & brand management, collateral production and rollout.


Communication strategy, communication guidelines, tone of voice systems, key content, taglines & external positioning, brand narratives & stories, copywriting and content creation.

Portfolio Construction Forum Case Study Cards

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