Funds Analysis Powerpoint Presentation Slides

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Presenting Funds Analysis PowerPoint Presentation Slides. This deck consists of total 71 Slides. We have created customizable templates keeping your convenience in mind. Edit the color, text, font style at your ease. Add or delete content if needed. Download PowerPoint templates in both widescreen and standard screen. The presentation is fully supported with Google Slides. It can be easily converted into JPG or PDF format.

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Content of this Powerpoint Presentation

Slide 1: This slide presents Fund Analysis. State your company name and begin.
Slide 2: This is an Agenda slide. State company agendas here in a professional manner.
Slide 3: This slide presents the Table of Content with- Introduction to Investments, Analysis and Valuation of Equity Securities, Issues in Efficient Markets, Fixed-income and Leveraged Securities, Derivative Products, Broadening The Investment Perspective, Risk & Return Analysis, KPI & Dashboards.
Slide 4: This slide provides a brief Introduction To Investments and also shows Types of Investment, Detailed Investment Options, Objectives of Portfolio Management, Your objectives here, Investment Instruments, Fund Categorization and Risk Involved, Top Performing Securities in our Portfolio, Market Scenario Overview, Statistics and Market Size, Current Industry Threats and Opportunities.
Slide 5: This slide shows the Objectives of Portfolio Management such as- Consistency of Returns, Diversification of Portfolio, Capital Growth, Marketability, Liquidity.
Slide 6: This slide shows the Types of Investment with Detailed Investment Options- Autonomous Investment, Induced Investment, Financial Investment, Real Investment, Planned Investment, Unplanned Investment, Gross Investment, Net Investment.
Slide 7: This slide presents Market Scenario Overview with Statistics and Market Size which consists of- Revenue, Forecast Growth, Profit, Annual Growth, Employment, Business.
Slide 8: This slide also presents Market Scenario Overview showing Current Industry Threats & Opportunities.
Slide 9: This slide shows Investment Instruments namely- Bonds, Annuities, Domestic, Mutual Funds, ETF’s, Emerging Markets, Stocks, Cash, Real Estate, Hedge Funds, Foreign, Options.
Slide 10: This slide shows Investment Instruments - Funds Categorization & Risk Involved. We have mentioned a few funds and their corresponding risk for your reference which is to be used as per your business needs.
Slide 11: This slide shows Top Performing Securities in Our Portfolio in High, Average and Low terms.
Slide 12: This slide shows Analysis and Valuation of Equity Securities with the following three aspects- Financial Statement Analysis, Valuation of Equity Securities, Industry Analysis.
Slide 13: This slide shows Industry Analysis with the help of Porter’s 5 Forces Competitive Forces Model.
Slide 14: This slide also shows Industry Analysis- Pestle Analysis: Political, Economic, Social, Technological, Environmental, Legal parameters to be displayed.
Slide 15: This is another slide showing Industry Analysis with SWOT Analysis.
Slide 16: This slide shows the Valuation of Equity Securities with the following points- Net Asset Value Method, Maintainable Profit Method or Discounted Cash Flows Method, Comparable Company Market Multiple, Price / Earnings multiple, Market Cap/ Sales Multiple, Industry Valuation Benchmarks.
Slide 17: This slide also shows Valuation of Equity Securities by making use of the Discounted Cash Flow Method.
Slide 18: This slide presents Financial Statement Analysis - P&L Statement in a Tabular Form.
Slide 19: This slide presents the Balance Sheet in a Tabular Form.
Slide 20: This slide also presents the Balance Sheet in a Tabular Form. Use as per your business criteria.
Slide 21: This slide shows Company Cash Flow Statement which is presented in a tabular form. It includes the following information- Cash Flow From Operations, Cash Flow From Investing Activities, Cash Flow From Financing Activities, Change In Cash & Cash Equivalents.
Slide 22: This slide shows the Issues in Efficient Markets which three main sub headings- Major Efficient Market Issues, Basic View Of Technical Analysis, Investments in Special Situation.
Slide 23: This slide shows Major Efficient Market Issues such as- Transactions Cost related to exchange of goods and services overcome market imperfections, U.S. market interest rates spreads for high-yield and emerging market bonds remain very compressed by historic standards, Regulatory Restrictions that are subject to control and guidelines for efficient market etc.
Slide 24: This slide shows Technical Analysis Types with Key Result Areas, Technical Indicators, Chart Patterns.
Slide 25: This slide shows four types of Investments in Special Situation- Cash Payouts/Acquisitions, Company Breakups And Spinoffs, Litigation Time, Distressed Debt Investing.
Slide 26: This slide shows Fixed-income and Leveraged Securities with four points and subpoints.
Slide 27: This slide presents a List of Bond & Fixed Income Securities which shows Types of Bond, Types of Fixed Income.
Slide 28: This slide shows Top Performing Bonds with sub headings- Security, Holding Period Return, Class.
Slide 29: This is Bond Valuation Estimation slide.
Slide 30: This is Bond Valuation Analysis slide showing- Bond Valuation, Return Measures.
Slide 31: This slide shows Bond Duration.
Slide 32: This slide presents Dividend\Interest Reinvestment Risk Table in which you can show Market Interest Rate, Investment Horizon and Dominance of Risk.
Slide 33: This slide shows Options Analysis table.
Slide 34: This slide shows several Types of Convertible Securities out of which few are- Convertible Bond, Convertible Preferred Stock, Warrant, Right Issue, Capital Note.
Slide 35: This slide shows Different Warrant Categories- Equity Warrant, Covered Warrant, Detachable Warrant, Wedded warrant, Naked Warrant.
Slide 36: This is another slide showing Different Warrant Categories.
Slide 37: This slide presents Warrants Summarization Overview.
Slide 38: This slide shows the Derivative Products with Put and Call Options, Stock Index Futures & Options.
Slide 39: This slide shows Put and Call Options.
Slide 40: This slide shows Put and Call Options Time Value.
Slide 41: This slide shows Stock Index Futures and Options with the following sub headings- Contract, Ticker Symbol, Futures, Options, Globex.
Slide 42: This slide shows Stock Indexes Comparison Table.
Slide 43: This slide helps in Broadening The Investment Perspective by making use of- Mutual Funds, International Security Markets, International Security Markets Highlights,
Slide 44: This slide presents International Security Market Highlights with- Market Growth, Market Trend, Market Driver.
Slide 45: This slide shows Recent Global Security Market Trends\Behavior involving- Global Growth to Remain in Autopilot, Inflation to Make a Comeback - but Only in the Us, Monetary Stimulus to Become Less Prevalent, Geopolitical Risks, Reduced Reward For Risk.
Slide 46: This slide presents Mutual Funds Investment Criteria Overview.
Slide 47: This slide shows Top 5 Mutual Funds to Invest in 2018-19.
Slide 48: This slide shows Investments in Real Assets.
Slide 49: This slide shows Diversified Real Assets Classification dashboard which mainly includes Bonds, Stocks, Diversified Real Assets.
Slide 50: This slide presents Risk & Return Analysis with Risk and Return of Portfolio Managers in a Tabular form.
Slide 51: This slide presents a table showing Risk and Return of Portfolio Managers.
Slide 52: This slide shows KPI & Dashboard. Add relevant text and use it.
Slide 53: This slide presents Portfolio Management Dashboard showing its several aspects like- Net Worth, Allocations, Sectors, Regions, Holdings, Net Flows, Transactions, Technology, Energy, Healthcare, Financials, Material, Industrial, Equity, Fixed Income, Alternatives etc.
Slide 54: This slide shows Portfolio Summary Management Dashboard containing- Project Summary, Portfolio Budget, Allocated Budget Across Portfolios, Used Budget Percentage, Used Budget Across Portfolios, Estimated Cost Across Portfolios, Actual Cost Across Portfolios, Product Engineering, Facilities Upgrade, Human Capital, Insurance Biz, Internal Activities Portfolio, IT Long Haul, Operational Excellence, Strategic Initiatives.
Slide 55: This slide shows Portfolio Management Securities Allocation Dashboard.
Slide 56: This slide shows Portfolio Management KPI’s- Allocated Budget Across Portfolios, Used Budget Percentage, Used Budget Across Portfolios.
Slide 57: This slide shows Portfolio Management Investment Allocation KPI’s which includes- Portfolio Summary, Net Allocations, Current Allocations, Holdings, Used Budget %, % Returns.
Slide 58: This is Funds Analysis Icons Slide. Modify as per your need.
Slide 59: This is a Coffee Break slide to halt. You may change it as per requirement.
Slide 60: This slide is titled Additional Slides to move forward. You can change the slide content as per need.
Slide 61: This is an Our Team slide with name, image and text boxes to put the required information.
Slide 62: This is an About Us slide showing Target Audiences, Values Client, Premium Services and Preferred by Many as examples.
Slide 63: This slide shows three Financial aspects Minimum Medium, and Maximum.
Slide 64: This slides Quotes a famous saying by Dr. APJ Abdul Kalam. You can alter it as per your business requirement.
Slide 65: This is a Mind Map image slide with text boxes to fill information.
Slide 66: This is a Venn diagram image slide to show information, specifications etc.
Slide 67: This slide is titled CREATIVE IDEA.
Slide 68: This is a Clustered Bar Chart slide to present product/ entity comparison, specifications etc.
Slide 69: This is an Area Chart slide to present product/ entity comparison, specifications etc.
Slide 70: This is a Pie Chart slide to present product/ entity comparison, specifications etc.
Slide 71: This is Thank You slide stating Address# street number, city, state, Contact Numbers, Email Address.

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