Investment strategies for stock portfolio management powerpoint presentation slides


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PowerPoint presentation slides

Total 57 slide templates to thoroughly cover the topic. Ideal for a portfolio manager, investment advisor, investment broker, asset manager etc. 100 % formal hence best for a business communication. High resolution presentation templates. Manual editing option to make it perfect in every way. Simple resizing option. Free space to put any sort of text and titles. The stages in this process are management, business, success, strategy, planning, presentation

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Content of this Powerpoint Presentation

Slide 1: This slide introduces Investment Strategies for Stock Portfolio Management. State your company name and proceed.
Slide 2: This slide presents Agenda. Add your comapany agenda and use it.
Slide 3: This slide shows Portfolio Management Process flow diagram with these five stages- Measure, Improve, Analyze, Define, Control.
Slide 4: This slide shows Investment Objectives containing- Tax Reduction, Risk Management, Asset Management, Management Team, Set Your Goals.
Slide 5: This slide also shows Investment Objectives such as- Increase Income, Finance Expenses, Increase Saving, Fight Inflation, Reduce Tax Liability.
Slide 6: This slide presents Risk Tolerance Analysis with a scale showing- HIGH RISK, LOW RISK.
Slide 7: This slide also shows Risk Tolerance Analysis with metric imagery.
Slide 8: This slide presents Risk Tolerance in a matrix form ranging from High, Medium to Low.
Slide 9: This is Risk Reward Matrix slide showing- Investment Reward, Investment Risk.
Slide 10: This slide also shows Risk Reward Matrix.
Slide 11: This is another slide showing Risk Reward Matrix presented with High, Medium and Low parameters.
Slide 12: This slide showcases Asset Allocation . You can compare the reward and risk in it.
Slide 13: This slide presents Risk Return Plot showing- Annualized Return, Annualized Standard Deviation.
Slide 14: This slide presents What- If Modelling which further shows challenge, choice and consequences.
Slide 15: This slide also shows What- If Modelling.
Slide 16: This is another slide showing What- If Modelling.
Slide 17: This slide shows What-If Modelling in a circular diagram form.
Slide 18: This slide presents target modelling with these six points- Conservative Growth, Moderate Growth, Moderate AggressiveGrowth, Aggressive Growth More Diversification, Concentrated Growth, Concentrated Aggressive Growth.
Slide 19: This slide presents Key Driver Analytics with four facts to state.
Slide 20: This slide also shows Key Driver Analytics. You can state them here in the given text boxes.
Slide 21: This slide showcases Resource Capacity Planning with a pie chart. We have added percentages for your reference which you can alter as per your own resource capacity planning.
Slide 22: This slide also displays Resource Capacity Planning pie charts to add information.
Slide 23: This slide shows Financial Planning with the following attributes- Estate Planning, Cash Flow, Retirement, Risk Management, Investments.
Slide 24: This slide presents Scheduling in a circular image form. Add your schedule here.
Slide 25: This slide presents Pareto Optimal Portfolio showing two attributes.
Slide 26: This slide shows Investment Approaches with respect to the Market Cycle.
Slide 27: This slide also shows Investment Approaches.
Slide 28: This slide presents Investor Personality in a matrix form showing risk tolorance score and time horizon score.
Slide 29: This slide also shows Investor Personality. We have provided four personality traits, which you can alter as per your business requirement.
Slide 30: This slide shows Portfolio Return And Performance graph.
Slide 31: This slide also shows Portfolio Return And Performance. You can add the content in the table and edit the graph as per your requiement.
Slide 32: This slide shows Performance Attribution. We have added five text boxes for you to add relevant text.
Slide 33: This slide shows Security Analysis with a graph along with a table. You can use as per your business needs.
Slide 34: This slide showcases Measurement Of Portfolio Analysis. You can use this table to add your own content.
Slide 35: This slide presents PORTFOLIO SELECTION/ ALLOCATION. Add the cash, stock and bond details in it.
Slide 36: This slide also shows PORTFOLIO SELECTION/ ALLOCATION.
Slide 37: This is Portfolio Revision slide with two pie charts showing- Current Portfolio, New Portfolio.
Slide 38: This slide presents Portfolio Evaluation in a bar graph and pie chart form.
Slide 39: This slide shows the Feasible Set Of Portfolio.
Slide 40: Thi slide shows Selection Of The Optimal Portfolio in which you can add your data.
Slide 41: This is also Selection Of The Optimal Portfolio slide showing Type Of Investment and Share %.
Slide 42: This slide showcases Key Evaluation Metrics with relevant icons.
Slide 43: This slide is titled Additional Slides to move forward. You can change the slide content as per need.
Slide 44: This is Our Mission slide. State your mission, vision and values here.
Slide 45: This is Our Team slide with image boxes to fill name, designation.
Slide 46: This is Our Goal slide. State goals etc. here.
Slide 47: This is a Comparison slide to compare product/ enitities etc.
Slide 48: This is a Financial score slide. State financial aspects etc. here.
Slide 49: This is a Quotes slide. State business message, beliefs etc. here.
Slide 50: This is a Dashboard slide to show growth factors etc.
Slide 51: This is a Timeline slide to present important dates, journey, evolution, milestones etc.
Slide 52: This is a Target image slide. State targets, etc. here.
Slide 53: This is a Matrix slide to show information, specifications etc.
Slide 54: This is a Lego box image slide to show information, specifications etc.
Slide 55: This is Magnifier Glass image slide to show information, specifications etc.
Slide 56: This is a Bar Graph slide to show product/ entity comparison, specifications etc.
Slide 57: This is a Thank You slide with Address# street number, city, state, Contact Numbers and Email Address.

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  1. 80%

    by Edwin Valdez

    Unique design & color.
  2. 80%

    by Dirk Kelley

    Excellent template with unique design.

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