Clientele Portfolio Management Powerpoint Presentation Slides

Slide 1: This slide introduces Clientele Portfolio Management.
Slide 2: This slide displays Content of the presentation.
Slide 3: This slide displays Content of the presentation.
Slide 4: This slide dpeicts Objectives for Asset Management.
Slide 5: This slide depicts the purposes for the asset management like reaching financial goals or saving for retirement
Slide 6: This slide shows Content of the presentation.
Slide 7: This slide gives the glimpse of our approach where in we are focusing on client's objective that are inflation hedge, principle preservation, portfolio diversification etc. and providing them the alternative investment types along with strategies, investment approach and objectives for the same
Slide 8: This slide showcases characteristics like annualized return, standard deviation, maximum decline, correlation to equities and correlation to fixed income on basis of which strategies are being evaluated. Where S&P 500 is the Index of the share market.
Slide 9: This slide displays Content of the presentation.
Slide 10: This slide shows that presently client has invested money in listed funds and the problems with the current invested scheme.
Slide 11: This slide displays Content.
Slide 12: This slide covers snapshot of all the investment options with associated risk, tenure, liquidity and 5 years returns
Slide 13: In this template we are covering the top performing funds with different categories and their estimate returns over 1 to 5 years
Slide 14: In this template we are covering the top performing funds of the companies for investing in the market.
Slide 15: This slide shows Content of the presentation.
Slide 16: In this slide we have covered allocation of Funds according to conservative, balanced and growth ETF portfolio which states that Conservative ETF Portfolio seeks to provide a combination of income and moderate long-term capital growth by investing in equity and fixed income securities, Balanced ETF Portfolio seeks to provide long-term capital growth with a moderate level of income by investing in equity and fixed income securities and Growth ETF Portfolio seeks to provide long-term capital growth by investing in equity and fixed income securities
Slide 17: This slide covers the allocation of funds according to portfolio where 30 percent is being invested in multi cap funds 25 percent in large cap funds and 15 percent in midcap funds. This allows diversification of portfolio and minimize the risk.
Slide 18: This template shows Allocation of Funds by Portfolio.
Slide 19: This slide displays Content of the presentation.
Slide 20: In this slide we are covering various types of equities and debt funds and comparing them on the bases of risk score, volatility and weight.
Slide 21: This slide is about Estimating Return Potential Graphical Presentation.
Slide 22: This slide shows a period of extremely strong Returns per unit of risk across almost all asset classes.
Slide 23: This Clientele Portfolio Management Icons Slide.
Slide 24: This slide is titled as Additional Slides for moving forward.
Slide 25: This slide shows that exchange traded funds grew at a 21.7% CAGR and mutual fund growth is beginning to stall, ETF growth continues to expand.
Slide 26: This slide shows Wealth Industry Trends
Slide 27: This slide showcases Wealth Industry Trends.
Slide 28: This slide covers types of assets in which users can invest like domestic and international equities, fixed income and bonds
Slide 29: This slide shows Types of Assets Investment.
Slide 30: This slide provides information regarding Estimating Return Potential Tabular Presentation
Slide 31: This slide depicts Mission, Vision and Goals of the Company
Slide 32: This is Our Team slide with names and Designations.
Slide 33: This is About us slide to showcase Company specifications.
Slide 34: This slide depicts Finance related stuff.
Slide 35: This is Venn slide.
Slide 36: This is Thank You slide with Contact details.