Equity Shares Stock Portfolio Management Presentation PowerPoint Template

1
STOCK PORTFOLIO
MANAGEMENT
YOUR COMPANY NAME
Instructions to download this editable PPT Presentation are in the last slide
AGENDA
This slide s 100% editable. Adapt it to your needs and capture your audiences attention.
Agenda 01
Agenda 02
This slide is 100% editable.

Adapt it to your needs and
capture your audiences
attention.

attention.
Agenda 03
Agenda 04

attention.

attention.
Agenda 05
Agenda 06

attention.

attention.
ABOUT US
Amanda Clark
This slide is 100% editable. Adapt it to
your needs and capture your
audiences attention.
John Carter
Jessica Parker
OUR TEAM
CAROLINA
MARRY
ANITA
JOHN
CEO/ Director
CEO/ Director
CEO/ Director
CEO/ Director

attention.

attention.

attention.

attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net
PORTFOLIO MANAGEMENT PROCESS

Define
Analyze
Control
This slide s 100% editable . Adapt

it to your needs and capture your
This slide s 100% editable.

attention.
This slide s 100% editable. Adapt it

to your needs and capture your
Measure
Improve
This slide s 100% editable .

attention.
This slide s 100% editable . Adapt it

INVESTMENT OBJECTIVES
Set Your
Goals
Tax
Reduction
Management
Team
Risk
Management
Asset
Management
INVESTMENT OBJECTIVES
Increase
Income
This slide is 100% editable . Adapt it

Reduce
Tax Liability

Finance
Expenses

Why Are You

Investing?

Fight
Inflation
Increase
Saving

RISK TOLERANCE ANALYSIS

High
Your Text Here
This slide s 100% editable. Adapt it to your needs and capture your audiences
attention. This slide s 100% editable. Adapt it to your needs and capture your
audiences attention. This slide s 100% editable. Adapt it to your needs and
capture your audiences attention. This slide s 100% editable. Adapt it to your
needs and capture your audiences attention.
Put Text Here

capture your audiences attention. This slide s 100% editable. Adapt it to your
Low
RISK TOLERANCE ANALYSIS

MIDDLE
This slide s 100% editable. Adapt it to
HIGH
LOW


RISK
10
RISK TOLERANCE
LOW
MEDIUM
HIGH
HIGH
Text Here
Text Here
Text Here
MEDIUM
Text Here
Text Here
Text Here
LOW
Impact
Text Here
Text Here
Text Here
Likelihood
11
RISK REWARD MATRIX

Investment Reward
Investment Risk
Risk- Reward Matrix

High
Medium
Low
High
High
High
Low
Med
High
Med
Low
Med
Med
Low
Low
12
RISK REWARD MATRIX

High
This slide s 100% editable. Adapt it to your needs and

capture your audiences attention. This slide s 100% editable.
Adapt it to your needs and capture your audiences attention.
Probability Of
Technical Success
Bread and Butter

Pearls

Oysters
White Elephants (Difficult To Kill)
REWARD (NPV)
Low


13
RISK REWARD MATRIX

Risk Reward Matrix

High
Risk

This slide s 100% editable. Adapt it to your needs and capture
your audiences attention. This slide s 100% editable. Adapt it
to your needs and capture your audiences attention. This
slide s 100% editable. Adapt it to your needs and capture your
audiences attention. This slide s 100% editable. Adapt it to
your needs and capture your audiences attention. This slide s
100% editable. Adapt it to your needs and capture your
Medium

your audiences attention.
Low

High
Medium
Reward
Low
14
ASSET ALLOCATION
Your Text Here
Risk
Reward
Risk Reward Ratio =
Take Profit Distance

capture your audiences attention. This slide s 100%
editable. Adapt it to your needs and capture your
audiences attention. This slide s 100% editable. Adapt it
to your needs and capture your audiences attention. This
slide s 100% editable. Adapt it to your needs and capture
your audiences attention. This slide s 100% editable.

editable.

editable.
Stop Loss Distance
15
RISK RETURN PLOT

14
NZX
50
12
Annualized Return
10
90/10
60/40
80/20
50/50
40/60
4
2
70/30
30/70
20/80
0
5
10
15
20
25
30
35
40
Annualized Standard Deviation
45
16
WHAT- IF MODELLING
Choice 1
Consequence
Choice 2
Consequence
Choice 3
Consequence
Choice 4
Consequence
Challenge
17
WHAT- IF MODELLING
Text Here
05
Text Here

attention.

attention.
Text Here
01
04
Text Here

attention.
02

attention.
Text Here
03

attention.
18
WHAT- IF MODELLING
YOUR TEXT HERE
TEXT HERE
TEXT HERE
TEXT HERE
Your Text Here
Text Here
Text Here
Text Here
Put Text Here
Text Here
Text Here
Text Here
Your Text Here
Text Here
Text Here
Text Here
Put Text Here
Text Here
Text Here
Text Here
Your Text Here
Text Here
Text Here
Text Here
19
TARGET MODELLING
This slide s 100%

editable. Adapt it to your
needs and capture your
This slide s 100%
This slide s 100%

TEXT HERE
TEXT HERE
TEXT HERE
This slide s 100%
TEXT HERE
TEXT HERE
This slide s 100%
20
TARGET MODELLING
Goal
Text 01
Conservative
Growth

Text 02
Moderate
Growth

Text 03
Moderate Aggressive
Growth

Text 04
Aggressive Growth
+
More Diversification

Text 05
Concentrated
Growth

Text 06
Concentrated
Aggressive
Growth

21
KEY DRIVER ANALYTICS

Fact #
attention.
Fact #
attention.
Fact #
attention.
Fact #
attention.
22
KEY DRIVER ANALYTICS

Text Here
Text Here
Text Here
Text Here
23
RESOURCE CAPACITY PLANNING

This slide s 100% editable. Adapt it to your

10%
your needs and capture your audiences

attention. This slide s 100% editable.
10%

45%
10%

25%
24
RESOURCE CAPACITY PLANNING

35%
45%
55%
65%
Text Here
Text Here
Text Here
Text Here
This slide s 100% editable. Adapt




25
FINANCIAL PLANNING
Investments
Risk Management

Retirement

TEXT
This slide is 100% editable. Adapt it

Cash Flow
Estate Planning
26
SCHEDULING

JAN

JUN
FEB
MAY

MAR
APR


27
PARETO OPTIMAL PORTFOLIO
Attribute 2
Dominated
Solutions
Infeasible Region
Utopia
Point
Attribute 1
28
INVESTMENT APPROACHES
Early
Expansion
This slide is 100% editable. Adapt
Late
Expansion
BULL
MARKET
MARKET
TOP

MARKET
CYCLE
MARKET
BOTTOM
Full
Recession
BEAR
MARKET
Early
Recession
29
INVESTMENT APPROACHES
Minimizing
Short-term Losses
Mitigating
Volatility
Meeting
Long-term Returns
INSURE
ADJUST
DIVERSIFY
BUY Protection
against equity
market crashes
Reduce portfolio
volatility through
tactical adjustments
Combine sources of
return to improve
consistency
Client
Objectives
Strategies
Products
Tail Hedges
Put Option
Dynamic Risk Management
Risk Parity
Volatility Management
Real Assets
Risk Completion
Factor Portfolios
30
INVESTOR PERSONALITY
RISK TOLERANCE SCORE

3-5 points
Time
Horizon
Score
5-9
10-13
14-18
19-24
25- 30
3-5 points
6-8
9-12
13-16
17-20
This slide s 100% editable. Adapt it to your needs and capture your audiences attention. This slide s 100% editable. Adapt it to your needs and capture your audiences attention. This slide s 100% editable. Adapt it to your needs
and capture your audiences attention. This slide s 100% editable. Adapt it to your needs and capture your audiences attention. This slide s 100% editable. Adapt it to your needs and capture your audiences attention.
31
INVESTOR PERSONALITY
+
Emotion
This slide s 100% editable. Adapt it to your needs
and capture your audiences attention.

AGGRESSIVE
INTUITIVE
Risk

ANALYTICAL
METHODICAL

32
PORTFOLIO RETURN AND PERFORMANCE

GOOD
15% chance
50
45
EXPECTED
60% chance
40
35
POOR
15% chance
30
25
VERY POOR
5% chance
20
15
10
Contributions only
5
0
2010
2015
2020
2020
Timeframe
Performance Projection For This Fund

2025
33
PORTFOLIO RETURN AND PERFORMANCE

8
7
6
5
4
3
2
1
0
TEXT 1
TEXT
TEXT
TEXT
TEXT
TEXT
TEXT 2
TEXT 3
TEXT 4
2010 2011 2012 2013 2014 2015 2016 2017 2018

3.59%
5.55%
1.88%
8.14%
1.14%
1.88%
3.42%
7.92%
2.99%
3.58%
2.42%
1.92%
2.56%
5.56%
3.78%
15.9%
1.88%
8.14%
5.36%
23.2%
8.14%
13.4%
3.90%
2.90%
2.14%
13.2%
7.02%
31.8%
8.14%
18.7%
3.97%
1.01%
1.14%
18.7%
8.37%
37.9%
34
PERFORMANCE ATTRIBUTION
YOUR TEXT HERE

PUT TEXT HERE
YOUR TEXT HERE
PUT TEXT HERE
YOUR TEXT HERE
PUT TEXT HERE
YOUR TEXT HERE
PUT TEXT HERE
35
SECURITY ANALYSIS
XYZ
350
300
This slide is
100%
editable.
01/10/2012 3:25PM
229
250
200
229
150
Open
229.00
Pt. Close
233.25
High
Low
52 w/k High
52 w/k Low
235.40
MCAP (Rs in Cr)
100
50
0
PE {x}
EPS (Rs)
BV (Rs)
Div. Yield (%)
PV (Rs)
P/BV {x}
EV/Sales {x}
EV/EBIDTA {x}
226.60
260.65
169.75
0
22
9
149
1
2
149
6
15
36
MEASUREMENT OF PORTFOLIO ANALYSIS

YOUR CURRENT PORTFOLIO
HOLDING
Us Total Stock Market: VTI
Us Large-cap Value: IVE, VTV
CURRENT WEIGHT
1.40%
2.40%
CURRENT VALUE
$8,755.54
$8,594.10
Us Mid-cap Value: IWS
1.60%
$2,773.36
Us Small-cap Value: VBR, IWN
5.50%
$2,396.21
Developed Markets: SCHF, VEA
10.20%
$20,768.55
Emerging Markets: VWO, IEMG
37.90%
$5,617.76
Municipal Bonds: MUB, NYF
4.40%
$2,989.75
Us Corporate ONDS: LQD
5.10%
$853.29
Interactional Bonds: BNDX
15.70%
Data Analysis
Emerging Markets Bonds: VWOB
16.00%
$1,327.20
$766.09
37
PORTFOLIO SELECTION/ ALLOCATION

INTL BONDS
Intl bonds $27,128

18%
U.S bonds
$58,541
10%
US BONDS
INTL STOCKS
US STOCKS
Intl stocks
&243,380
30%
ALTERNATIVES
Alternatives $340,884
12%
Cash $104,541 5%
CASH
U.S stocks
&549,445
25%
Class
% Total
1-Day %
Cash .
7.9%
0.11%
$104,541.20
U.S. Stocks
2.05%
0.41%
$27,128.40
Intl Stocks.
4.42 %
0.11%
$58,489.96
U.S. Bonds
18.38 %
0.56%
$243,380.27
Intl Bonds
41.5 %
0.17%
$594,445.62
25.75 %
0.17 %
$340,884.97
Alternatives
Grand Total
Value
$1,323,870.97
38
PORTFOLIO SELECTION/ ALLOCATION

Cash
Intl stocks
U.S.Stocks
Intl bonds
U.S. bonds
Alternatives
Class
% Total
1-Day %
Cash .
7.9%
0.11%
$104,541.20
U.S. Stocks
2.05%
0.41%
$27,128.40
Intl Stocks.
4.42 %
0.11%
$58,489.96
U.S. Bonds
18.38 %
0.56%
$243,380.27
41.5 %
0.17%
$594,445.62
25.75 %
0.17 %
$340,884.97
Intl Bonds
Alternatives
Grand Total
Value
$1,323,870.97
39
PORTFOLIO REVISION
Current Portfolio
New Portfolio
5%
10%
7%
10%
20%
Data Analysis
40%
Data Analysis
20%
60%
25%
Shy: short term treasuries

Tip: inflation protected bonds
stocks
SHV: Cash Equivalent

VTIP: Short-term Inflation Protected Bonds
AGG: U.S High Quality Bonds
BANDX: International High Quality Bonds
VWOB: Emerging Markets Government Bonds
Stocks: No Changes To Existing Tickers.
40
PORTFOLIO EVALUATION
35
10
15
30
25
25
30
20
20
15
10
Peso Govt. Debt Securities
1,870,964,729
30.10%
Foreign Govt. Debt Securities
200,209,275
3.22%
Peso Corporate Debt Securities
853,885,328
13.74%
Dollar Corporate Debt Securities
335,076,611
5.39%
1,415,883,172
22.78%
Equity
5
0
2015
2016
2017
2018
2019
41
PORTFOLIO EVALUATION
8%
10%
20%
26%
38%
6%
30%
40%
7%
50%
15%
60%
Jan
Feb
Mar
Apr
May
Jun
42
FEASIBLE SET OF PORTFOLIO

This slide is 100%

Presentation 2017
80
60
40
This slide is 100%

audiences attention
20
0
2013
This slide is 100%

audiences attention
2014
2015
2016
2017
This slide s 100% editable. Adapt it to your needs and capture your
audiences attention. This slide s 100% editable. Adapt it to your needs
and capture your audiences attention. This slide s 100% editable.
Adapt it to your needs and capture your audiences attention. This slide
s 100% editable. Adapt it to your needs and capture your audiences
attention. This slide s 100% editable. Adapt it to your needs and
capture your audiences attention. This slide s 100% editable. Adapt it
to your needs and capture your audiences attention.
43
SELECTION OF THE OPTIMAL PORTFOLIO

20
30
50
8.0%
Text Here
12.0%
Text Here
20.0%
Text Here
30.0%
Text Here
5.0%
Text Here
25.0%
Text Here
44
SELECTION OF THE OPTIMAL PORTFOLIO

50%
20%
0%
20%
15%
40%
25%
60%
10%
5%
80%
Type Of Investment
100%
Share
50%
Stocks
Domestic equity: stocks in U.S-based companies listed U.S. exchanges
Stocks
Foreign developed equity: stocks listed on major foreign markets in developed countries, such as the united kingdom, Germany, France and Japan
20%
Stocks
emerging market equity: stocks from emerging markets around the world, such as brazil, Russia, India and china
15%
Bonds
U.S treasury inflation-protected securities (tips): special types of treasurys that offer protection from inflation, as measured by the consumer price index.
Bonds
U.S treasury securities: fixed interest U.S government debt securities. The income is only taxed at the federal level.
Real
Estate
real estate investment trusts (tips): stocks of companies that invest directly in real estate through ownership of property
25%
10%
5%
45
KEY EVALUATION METRICS

Text Here
Text Here
Text Here
Text Here
Text Here
46
TARGET INFOGRAPHIC
01
This slide s 100% editable. Adapt it to your needs and capture your audiences attention. This
slide s 100% editable. Adapt it to your needs and capture your audiences attention.
02
03
47
CIRCULAR PUZZLE
01
07
02
06
03
05
04
audiences attention. This slide s 100% editable. This slide s 100%
editable. Adapt it to your needs and capture your audiences attention.
This slide s 100% editable. This slide s 100% editable. Adapt it to your







48
TWO CIRCLE VENN DIAGRAM

Text Here
Put Text
Here
Text Here
49
MATRIX CHART

Your Text Here
THIS SLIDE S 100% EDITABLE
Text Here
01

attention.
Text Here
02

attention.
Text Here
03
Put Text Here

attention.
50
LEGO BLOCK

attention.

attention.

attention.

attention.
Text Here
Put Text Here

attention.
Your Text Here
Text Here
Put Text Here

Your Text Here

attention.
51
BUSINESS TEAM

attention.

attention.

attention.

attention.
52
ORGANIZATION CHART
Anita Smith
attention.
Jeff Smith
Carol Smith

attention.
Marry Smith
attention.

attention.
Peter Smith
attention.
John Smith
attention.
53
BULB WITH BRAIN

Text Here Three
Text Here Four

03

04
Text Here Two

05
02
Text Here One


Text Here Five

Text Here Six
01
06

54
MAGNIFIER WITH BUSINESS INFOGRAPHIC


capture your audiences attention.
01
05
02
04

03

35%
45%
50%
10%
80%
55
BAR GRAPH
60%
This slide s 100% editable

capture your audiences attention. This slide s 100% editable. Adapt it to
your needs and capture your audiences attention. This slide s 100%

50%
40%
30%



56
FUNNEL INFOGRAPHIC

audiences attention. This slide s 100% editable. Adapt it to your
needs and capture your audiences attention. This slide s 100%





57
TARGET WITH ARROW

Text Here
This slide s 100% editable .Adapt it to your needs
Text here
This slide s 100% editable Adapt it to your needs
Text here
This slide s 100% editable Adapt it to your needs
Text here
Download this awesome diagram. Pitch your ideas
convincingly. Capture your audiences attention.
58
COMPARISON CHART
2016
audiences attention. This slide s
100% editable Adapt it to your
40%
80%
TEXT HERE
TEXT HERE

attention.

attention.
59
FINANCIAL
55%
75%
85%
Your Text Here
Put Text Here
Your Text Here

100% editable. Adapt it to your


60
QUOTES
MICHAEL SMITH
Your text here
BETHANY LEVENSTOUN
Your text here
61
DASHBOARD
LOW
MEDIUM
HIGH
Your Text Here
Put Text Here
Your Text Here

attention. This slide is 100% editable.


62
TIMELINE
2015
2016
2017
2018
2019
TEXT HERE
TEXT HERE
TEXT HERE
TEXT HERE
TEXT HERE
This slide is 100%

editable. Adapt it to
your needs and capture
your audiences
attention.
This slide is 100%

your audiences
attention.
This slide is 100%

your audiences
attention.
This slide is 100%

your audiences
attention.
This slide is 100%

your audiences
attention.
63
OUR MISSION
Text Here
Text Here
Text Here
Text Here
64
NEWSPAPER LAYOUTS
WORLD NEWS
and capture your audiences attention. This slide s
100% editable. Adapt it to your needs and capture
your audiences attention. This slide s 100%
audiences attention. This slide s 100% editable.
Adapt it to your needs and capture your audiences
attention. This slide s 100% editable. Adapt it to
your needs and capture your audiences attention.

This slide s 100% editable. This slide s 100%
editable. Adapt it to your needs and capture
editable.

65
TWO TAGS FOR PROS AND CONS DARTS

TEXT HERE
01

100% editable. Adapt it to your needs
02
TEXT HERE
100% editable. Adapt it to your needs
66
THANK YOU
THANK YOU
67
Download this deck as an

Editable PowerPoint Presentation
on SlideTeam
Download it here
or
You can download this complete deck from

www.slideteam.net -> 'Complete Decks' -> Equity
Shares Stock Portfolio Management

Equity Shares Stock Portfolio Management Presentation PowerPoint Template

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Equity Shares Stock Portfolio Management Presentation PowerPoint Template

Uploaded by

Copyright:

Available Formats

1

This slide is 100% editable.

This slide is 100% editable.

This slide is 100% editable.

This slide is 100% editable.

This slide is 100% editable.

This slide is 100% editable.

This slide is 100% editable.

This slide is 100% editable.

This slide is 100% editable.

This slide is 100% editable.

Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

PORTFOLIO MANAGEMENT PROCESS

This slide s 100% editable . Adapt

This slide s 100% editable.

This slide s 100% editable. Adapt it

This slide s 100% editable .

This slide s 100% editable . Adapt it

Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

This slide is 100% editable . Adapt it

This slide is 100% editable . Adapt it

This slide is 100% editable . Adapt it

Why Are You

This slide is 100% editable . Adapt it

This slide is 100% editable . Adapt it

Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

RISK TOLERANCE ANALYSIS

Put Text Here

Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

RISK TOLERANCE ANALYSIS

This slide s 100% editable. Adapt it to

This slide s 100% editable. Adapt it to

RISK REWARD MATRIX

Risk- Reward Matrix

Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

RISK REWARD MATRIX

This slide s 100% editable. Adapt it to your needs and

Bread and Butter

This slide s 100% editable. Adapt it to your needs and

White Elephants (Difficult To Kill)

Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

This slide s 100% editable. Adapt it to your needs and

This slide s 100% editable. Adapt it to your needs and

RISK REWARD MATRIX

Risk Reward Matrix

This slide is 100% editable.

This slide s 100% editable. Adapt it to your needs and capture

This slide s 100% editable. Adapt it to your needs and capture

Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

Your Text Here

Risk Reward Ratio =

Take Profit Distance

This slide s 100% editable. Adapt it to your needs and

This slide s 100% editable. Adapt it to your needs and

This slide s 100% editable. Adapt it to your needs and

Stop Loss Distance

Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

RISK RETURN PLOT

Annualized Standard Deviation

Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

This slide s 100% editable.

This slide s 100% editable.