The Eventual Value Investing and ESG Trading Platform
Forestfolio is a sustainable finance app that enhances market accessibility and trading inclusivity. It is a transparent platform that allows users to analyze companies’ value. It is also a system that enables sustainability consciousness while lowering the risk of getting fewer returns. We balance both traders’ needs and companies’ long-term visions. We also strengthen the entire market awareness by breaking invisible gaps and converting them into stimuli.
Project Type
Academic Case Study
Solo Project in the context of fintech, sustainability, and social impact
Timeline & Focus
2022 Q3(14 weeks)
UI/UX, Design System, and Product Strategy
Project Instructor
Trevor Greenleaf
Tools Used
Figma
After Effects
Cinema 4D
Project Value
This project has the potential to create significant value by promoting sustainable investing, increasing transparency, improving financial performance, and facilitating engagement. The future impact of Forestfolio could be substantial, both in terms of the specific environmental and social outcomes it helps to achieve, as well as in its broader cultural impact on attitudes towards finance and investing.
Project Impact
Business Strategy
Forestfolio aims to be a leader in the industry by providing users with up-to-date investment recommendations and value investment metrics that align with their values and promote positive social and environmental impact. And our ultimate goal is to create a community of like-minded individuals who are passionate about sustainable finance and are committed to making a positive impact on the world through their investments. To achieve this goal, we will:
Forge Strategic Partnerships
We will collaborate with a big investment bank for sponsorship and partner with tree planting companies worldwide to ensure a positive impact on the environment.
Employ Expert Team Members
We will have a team of quant analysts, engineers, scholars, and other experts who will conduct high-level reports and analysis, providing users with latest information on sustainable investment options.
Develop Social Impact Index
We will create and file a self-structured social impact index that will be open to the public, providing transparency and promoting accountability in the investment process.
Provide Personalized Investment Recommendations
We will use a variety of factors such as risk preference, deposits, cash capability, age, and social responsibility preferences to evaluate and provide personalized investment recommendations and recurring investment benefits.
Problem Statement
Beginner investors (who) approaching the market can be hassle-free in building up their socially-responsible portfolio (what) based on a recognizable rationale while achieving their investment goals (why) by having their investees make actual contributions to promote environmental sustainability (how).
Industry Trends
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Early Assumptions
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User Insights
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Primary Persona
Secondary Persona
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Market Landscape
The market landscape of Forestfolio can be divided into two main categories: user experience complexity and transparency.
Complexity refers to the level of difficulty for users to navigate the platform, mainly reflecting on the usability. It ranges from simple and intuitive to more complex and geared towards experienced investors.
Transparency refers to the degree to which the platform is transparent about its fee structure, investments, and other financial information, ranging from opaque to highly transparent.
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Use Case
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Mid-Fidelity Prototype
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Key Features
Interaction
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Design System
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Brand Identity
Logo & Names
Forestfolio represents the fusion of "Forest" and "Portfolio", symbolizing our commitment to providing environmentally conscious financial services. Our brand works closely with global tree-planting organizations to translate our shareholders' investments in sustainable corporations into tangible social contributions. By doing so, we create a self-sustaining loop that culminates in the creation of forests, which embody the core values of our portfolio.
Design Principle
Marketing Campaign
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Outcome & Impact
Impactful solutions require diverse expertise. My ecosystem idea relies on the contributions of a diverse team of experts. By leveraging a wide range of expertise and focusing on the vision, I can develop a more effective and well-rounded solution.
Through developing this app, I recognized the importance of making sustainable finance more accessible and comprehensive, as well as the need for continued education and transparency in the industry.
