Financial asset management through mitigating risks and diversifying investment portfolio complete deck

Slide 1: This slide introduces Financial Asset Management Through Mitigating Risks and Diversifying Investment Portfolio. State Your Company name and start.
Slide 2: This slide displays Content of the presentation.
Slide 3: This slide displays Content of the presentation.
Slide 4: This slide shows 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 displays Content of the presentation.
Slide 7: This slide gives the glimpse of our approach where in we are focusing on clients 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 lists the 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 shows Content of the presentation.
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 the 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 slide describes Asset allocation strategy on long term performance and short term volatility with annual return percentage.
Slide 19: This slide displays Content.
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 is Icon Slide for Financial Asset Management.
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 depicts Wealth Industry Trends.
Slide 28: This slide depicts Types of Assets Investment. Here we are covering types of assets in which users can invest like domestic and international equities, fixed income and bonds
Slide 29: This slide displays Types of Assets Investment.
Slide 30: This slide shows Return on Investment.
Slide 31: This slide displays Our Mission, Vision and Goals.
Slide 32: This slide shows Timeline process.
Slide 33: This is Quotes slide to highlight inspirational quotes.
Slide 34: This is Thank you slide with Contact details.