Investment And Security Analysis Portfolio Management Powerpoint Presentation Slides


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Content of this Powerpoint Presentation

Slide 1: This slide introduces Investment and Security Analysis Portfolio Management. State your company name and begin.
Slide 2: This slide shows Agenda. You can use as per your company agenda.
Slide 3: This slide showcases Portfolio Management Process with these following stages- Measure, Improve, Define, Analyze, Control.
Slide 4: This slide shows Investment Objectives with these points to mention- Asset Management, Set Your Goals, Risk Management, Management Team, Tax Reduction.
Slide 5: This slide presents Investment Objectives with these main five are- Why Are You Investing, Increase Income, Reduce Tax Liability, Finance Expenses, Fight Inflation, Increase Saving.
Slide 6: This slide shows Risk Tolerance Analysis with main frames are- Low, High.
Slide 7: This slide shows Risk Tolerance Analysis three parameters to analyze- Low, High, Middle.
Slide 8: This slide presents Risk Tolerance with three streams-high, medium, low.
Slide 9: This slide presents Risk Reward Matrix and comparing with respect to- Investment Reward, Investment Risk.
Slide 10: This slide shows Risk Reward Matrix with these four parameters. You can demostrate your own reward points.
Slide 11: This slide presents Risk Reward Matrix. You can edit this by your data or information.
Slide 12: This slide shows Asset Allocation with these two factors- Reward, Risk.
Slide 13: This slide showcases Risk Return Plot/graph showing comparison of these two- Annualized Return, Annualized Standard Deviation.
Slide 14: This slide shows what-if modelling which further having these three factors- Challenge, Consequence, Choice.
Slide 15: This slide is showing one more graphical representation of What- If Modelling. You can edit or add data as per your requirement.
Slide 16: This slide showcases What- If Modelling table. You can add your content of your business in this and make the best use of it.
Slide 17: This slide presents Target Modelling. You can add your information as per your business needs.
Slide 18: This slide showcases Target Modelling which further includes Goal and these are- Moderate Growth, Concentrated Aggressive Growth, Moderate Aggressive Growth, Concentrated Growth, Conservative Growth, Aggressive Growth + More Diversification.
Slide 19: This slide presents Key Driver Analytics with the four facts. You can state your company facts.
Slide 20: This slide shows Key Driver Analytics. You can add your drivers and use it for your company.
Slide 21: This slide displays Resource Capacity Planning. You can add your details and make the use of it.
Slide 22: This slide is showing Resource Capacity Planning. This also includes pie chart form with which you can add percentages.
Slide 23: This slide shows Financial Planning , You can use these steps for your planning- Estate Planning, Cash Flow, Retirement, Risk Management, Investments.
Slide 24: This slide shows Scheduling and also showing month wise information you can put in it.
Slide 25: This slide showcases Pareto Optimal Portfolio graph with these variables- Attribute 2, Dominate Solutions, Infeasible Region, Utopia, Point, Attribute 1.
Slide 26: This slide showcases Investment Approaches showing this framework with these features- Early Expansion, Late Expansion, Full Recession, Early Recession.
Slide 27: This slide showcases Investment Approaches. You can us ethis as such or add your information.
Slide 28: This slide presents Investor Personality with different variable.
Slide 29: This slide shows Investor Personality with these criterion- Methodical, Intuitive, Analytical, Aggressive.
Slide 30: This slide presents Portfolio Return And Performance which further includes Performance Projection For This Fund.
Slide 31: This slide shows Portfolio Return And Performance. This slide further shows graphical representation and table in which you can add your data.
Slide 32: This slide shows Performance Attribution and further it has parameters you can add as per your need.
Slide 33: This slide Security Analysis with data chart and analysis graph.
Slide 34: This slide showcases Measurement Of Portfolio Analysis showing bar chart and pie chart too.
Slide 35: This is about Portfolio Selection/ Allocation with a metrics showing differnt bonds and stocks.
Slide 36: This slide showcases Portfolio Selection/ Allocation with data table and bar chart.
Slide 37: This slide presents Portfolio Revision and further includes current portfolio and new portfolio.
Slide 38: This slide showcases Portfolio Evaluation. You can add or edit the information.
Slide 39: This slide shows Portfolio Evaluation, and further it includes data in bar chart.
Slide 40: This slide showcases Portfolio Evaluation and also it includes bar graph chart and pie chart.
Slide 41: This slide shows Feasible Set Of Portfolio Feasible And Efficient Portfolios.
Slide 42: This slide presents Selection Of The Optimal Portfolio with these pie chart ratio- Stocks, Real Estate, Bonds.
Slide 43: This slide showcases Selection Of The Optimal Portfolio with the table.
Slide 44: This slide presents Key Evaluation Metrics showing five variations of pie chart. You can put the percentage according to your need.
Slide 45: This slide is titled Additional Slides to move forward.
Slide 46: This slide represents Our Mission. State your mission, goals etc.
Slide 47: This slide showcases Our Team with Name and Designation to fill.
Slide 48: This slide shows Our Goals for your company.
Slide 49: This slide shows a Comparison. You can edit the data and compare your product.
Slide 50: This slide displays Financial Projections And Key Metrics for customers and employees.
Slide 51: This is a Business Quotes slide to quote something you believe in.
Slide 52: This is a Dashboard slide to show- Strategic System, Success, Goal Process, Sales Review, Communication Study.
Slide 53: This is a Timelines slide to show- Plan, Budget, Schedule, Review.
Slide 54: This slide shows Target image with text boxes.
Slide 55: This slide shows a Matrix in terms of High and Low.
Slide 56: This is a LEGO slide with text boxes to show information.
Slide 57: This slide shows a Magnifying glass with text boxes.
Slide 58: This slide presents a Bar graph in arrow form with text boxes.
Slide 59: This is a Thank You slide with Address# street number, city, state, Contact Numbers, Email Address.

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    by Darrel Burns

    Very well designed and informative templates.
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