Portfolio Risk Management And Suitability Powerpoint Presentation Slides

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Quality content having 79 slides. This PPT Can download with a just single click. Standard and widescreen compatible templates.100% editable slides to match your needs. You will get Premium Customer support. Can be seen in Google Slides.The stages in this process are process management, product portfolio, project management, quality assurance, strategic management, strategic planning, supply chain management, value chain analysis, value stream mapping.

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Content of this Powerpoint Presentation

Slide 1: This slide introduces Portfolio Risk Management and Suitability. State company name and begin.
Slide 2: This slide presents Agenda. You can add your meeting, business, company agenda.
Slide 3: This slide showcases Portfolio Management Process with- Define, Measure, Analyze, Improve, Control.
Slide 4: This slide presents Investment Objectives. These are- Increase Income, Finance Expenses, Increase Saving, Fight Inflation, Reduce Tax Liability.
Slide 5: This slide presents Risk Tolerance Analysis with High and Low parameters.
Slide 6: This slide also presents Risk Tolerance Analysis with Low, High and Medium parameters.
Slide 7: This is a Risk Tolerance colour coding slide with Very Low, Low, Medium, High and Very high parameters.
Slide 8: This slide showcases Risk Reward Matrix with High, Low and Medium parameters.
Slide 9: This slide also showcases Risk Reward Matrix with- Bread and Butter, White Elephants (Difficult to Kill), Oysters, Pearls.
Slide 10: This is another slide showing Risk Reward Matrix.
Slide 11: This is an Asset Allocation slide with balancing scale imagery.
Slide 12: This slide presents Risk Return Plot in a graphical form.
Slide 13: This slide showcases What-If Modelling flow chart. State the following here- Challenge, Choice, Consequence.
Slide 14: This is also What-If Modelling slide with icon imagery and text boxes.
Slide 15: This is also What-If Modelling slide in a tabular form.
Slide 16: This slide showcases Target Modelling with target imagery and text boxes.
Slide 17: This is also What-If Modelling slide with- Conservative Growth, Moderate Growth, Moderate Aggressive Growth, Concentrated Aggressive Growth, Aggressive Growth + More Diversification, Concentrated Growth.
Slide 18: This slide states Key Driver Analytics with facts.
Slide 19: This slide also states Key Driver Analytics.
Slide 20: This slide shows Resource Capacity Planning in a pie chart/ graph form.
Slide 21: This is also a Resource Capacity Planning slide showing- Equities, Property, Fixed Interest, Cash.
Slide 22: This slide states Financial Planning with- Cash Flow, Retirement, Risk Management, Investments, Estate Planning.
Slide 23: This slide showcases Scheduling.
Slide 24: This is Pareto Optimal Portfolio slide.
Slide 25: This slide showcases Investment Approaches with Market Cycle.
Slide 26: This slide also showcases Investment Approaches with- Insure, Adjust, Diversify.
Slide 27: This is an Investor Personality slide with 2 parameters- Time Horizon Score, Risk Tolerance Score.
Slide 28: This slide showcases Investor Personality with 4 factors- Analytical, Methodical, Aggressive, Intuitive.
Slide 29: This slide showcases Portfolio Return and Performance in a graphical form.
Slide 30: This slide also showcases Portfolio Return and Performance graph.
Slide 31: This is Performance Attribution slide with arrow imagery and text boxes.
Slide 32: This slide presents Security Analysis in a graphical form.
Slide 33: This slide presents the Measurement of Portfolio Analysis in charts and graphs.
Slide 34: This is Portfolio Selection/ Allocation slide in a tabular form.
Slide 35: This slide also presents Portfolio Selection/ Allocation table.
Slide 36: This is Portfolio Revision slide showing Current Portfolio, New Portfolio.
Slide 37: This is a Portfolio Evaluation slide.
Slide 38: This is also a Portfolio Evaluation slide.
Slide 39: This slide shows Feasible Set of Portfolio with- Efficient Set, Feasible Set.
Slide 40: This is Selection of the Optimal Portfolio slide with- Stocks, Real Estate, Bonds.
Slide 41: This is also Selection of the Optimal Portfolio slide with Sample Allocation.
Slide 42: This slide states Key Evaluation Metrics with icon imagery and text boxes.
Slide 43: This is Icons Slide. Add/ use icons as per need.
Slide 44: This slide is titled Additional Slides to move forward. You can change the slide content as per need.
Slide 45: This is Vision & Mission slide with Values Client, Preferred by Many, Target Audiences as examples.
Slide 46: This is Meet Our Team slide with name and designation to fill.
Slide 47: This is an About Us slide. State team/ company specifications here.
Slide 48: This is Our Main Goals slide. State your important goals here.
Slide 49: This is a Comparison slide showing comparison between two products/ entities etc.
Slide 50: This slide is titled as Financials. Show finance related stuff here.
Slide 51: This is a Quotes slide to convey company/ organization message, beliefs etc. You may change the slide content as per need.
Slide 52: This is a Dashboard slide to state metrics, kpis etc.
Slide 53: This is a Location slide to show global segregation, presence etc. on a world map and text boxes to make it explicit.
Slide 54: This is a Timeline slide with flag imagery to present important dates, journey, evolution, milestones etc.
Slide 55: This is a Coffee Time slide. Can be altered as per requirement.
Slide 56: This is a Post It slide to mark events, important information etc.
Slide 57: This is a News Paper slide to flash company event, news or anything to highlight.
Slide 58: This is a creative Puzzle image slide to show information, specifications etc.
Slide 59: This is a Target slide. State targets, etc. here.
Slide 60: This is a Circular image slide to show information etc.
Slide 61: This is a Venn diagram slide to show information etc.
Slide 62: This is a Mind Map slide to show behavioral segmentation, information or anything relative.
Slide 63: This is a MATRIX slide. Put relevant comparing data here.
Slide 64: This is a LEGO slide with text boxes to show information.
Slide 65: This is a People's silhouettes slide. Use it the way you want to show solutions etc.
Slide 66: This is a Generate Idea slide with bulb imagery to state a new idea or highlight specifications/information etc.
Slide 67: This is a Magnifying glass image slide to show information, scoping aspects etc.
Slide 68: This is a Bar Graph image slide to show product comparison, growth etc.
Slide 69: This is a Funnel image slide to show information, funneling aspects, specifications etc.
Slide 70: This is a Clustered Column slide to present product/ entity comparison, specifications etc.
Slide 71: This is a Line Chart to present product/ entity comparison, specifications etc.
Slide 72: This is a Stock Chart to present product/ entity comparison, specifications etc.
Slide 73: This is a Pie Chart to present product/ entity comparison, specifications etc.
Slide 74: This is an Area Chart slide to present product/ entity comparison, information etc.
Slide 75: This is a Scatter Chart slide to show product/ entity growth, comparison etc.
Slide 76: This slide presents a Radar Chart to show product/ entity growth, comparison etc.
Slide 77: This is a Clustered Column - Line slide to present product/ entity comparison, specifications etc.
Slide 78: This is a Contact Us slide with Email, Address# street number, city, state, Contact Numbers.
Slide 79: This is a Thank You slide for acknowledgement or to end the presentation.

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