Long term Investment Approach - University of Melbourne

The University of Melbourne is a leading global research university and Australia’s second oldest institution of higher learning. The university engaged Punchy Studio to create an animated video to address the communication challenge of explaining how long-term philanthropic gifts are managed to create a lasting legacy. The brief was to demystify the University’s long-term Investment Portfolio and explain the financial mechanisms used to balance annual distribution with sustainable growth. We produced a professional animated explainer video that illustrates how donations are pooled into a diversified portfolio managed by external fund managers and overseen by the University’s Investment Management committee. Our approach focused on clarity, explaining the smoothing rule and the 5% targeted annual distribution rate that ensures gifts continue to support students and researchers regardless of market fluctuations. The video is deployed on the university’s giving website and used in donor relations to build confidence in the institution’s financial stewardship. By combining professional scripting, custom animation, and an inspiring voiceover, we effectively framed financial investment as a visionary tool for advancing education and pioneering research. Elegant motion graphics reinforce the call to action, directing viewers to the website to learn more about creating a legacy that benefits future generations.