Quantitative Methods In Investment Management Powerpoint Presentation Slides


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Content of this Powerpoint Presentation

Slide 1: This slide introduces Quantitative Methods In Investment Management. State your company name here.
Slide 2: This slide presents the Agenda. State your company agendas here.
Slide 3: This slide presents Portfolio Management Process which includes the following steps- Define, Measure, Improve, Control, Analyze.
Slide 4: This slide showcases Investment Objectives with the following sub headings- Fight Inflation, Finance Expenses, Increase Saving, Reduce Tax Liability, Finance Expenses.
Slide 5: This slide states Risk Tolerance Analysis measured through- Low level and High level.
Slide 6: This is another Risk Tolerance Analysis slide using the following parameters- Low, High, Medium.
Slide 7: This slide presents Risk Tolerance in a tabular form.
Slide 8: This is a Risk Reward Matrix with High, Medium and Low parameters.
Slide 9: This is another Risk Reward Matrix slide showing- Bread and Butter, White Elephants (Difficult to Kill), Oysters, Pearls. in terms of Low and High parameters.
Slide 10: This too is a Risk Reward Matrix.
Slide 11: This slide showcases Asset Allocation with a balancing scale image showing- Reward, Risk.
Slide 12: This is Risk Return Plot slide showing- Annualized return (in percentages), Annualized standard deviation (in dollars).
Slide 13: This is What-If Modelling slide presenting Challenge in terms of- choice and consequence.
Slide 14: This too is a What-If Modelling slide.
Slide 15: This is another What-If Modelling slide presented in a tabular form.
Slide 16: This slide presents Key Driver Analytics. You can add or change text as per need.
Slide 17: This slide presents Target Modelling. You can add/ change text as per need.
Slide 18: This is another Target Modelling slide showcasing- Conservative Growth, Aggressive Growth + More Diversification, Moderate Growth, Concentrated Growth, Moderate Aggressive Growth, Concentrated Aggressive Growth.
Slide 19: This is another Key Driver Analytics slide. State your facts here.
Slide 20: This slide presents Resource Capacity Planning with icons.
Slide 21: This is another Resource Capacity Planning slide showcasing- Property, Cash, Equities, Fixed Interest.
Slide 22: This is a Financial Planning slide involving- Cash Flow, Retirement, Risk Management, Investments, Estate Planning.
Slide 23: This slide presents Pareto Optimal Portfolio in a graph form.
Slide 24: This slide presents a Calendar. Change or modify as per company requirement.
Slide 25: This slide presents Investment Approaches with respect to- Early Expansion, Early Recession, Late Expansion, Full Recession.
Slide 26: This is another Investment Approaches slide with the following- Minimizing Short-term Losses, Mitigating Volatility, Meeting Long-term Returns.
Slide 27: This is an Investor Personality slide. You can use/ alter them basis your requirements.
Slide 28: This is another Investor Personality slide showing- Time Horizon Score, Risk Tolerance Score.
Slide 29: This slide presents Portfolio Return and Performance in a bar graph.
Slide 30: This is another Portfolio Return and Performance slide presented in a stacked graph to analyze data.
Slide 31: This slide showcases Performance Attribution. You can refine them basis the requirements.
Slide 32: This slide presents Security Analysis in a graph form.
Slide 33: This slide presents Measurement of Portfolio Analysis with the following sub headings- HOLDING, CURRENT WEIGHT, CURRENT VALUE, YOUR CURRENT PORTFOLIO.
Slide 34: This slide presents Portfolio Selection/ Allocation using Cash as its basis. You can use/ alter it basis your requirements.
Slide 35: This is another Portfolio Selection/ Allocation slide.
Slide 36: This slide presents Portfolio Evaluation. You can refine it basis the requirements.
Slide 37: This is another Portfolio Evaluation slide shown in a graph form.
Slide 38: This slide presents Feasible Set of Portfolio with- Efficient Set, Feasible Set.
Slide 39: This slide involves Selection of The Optimal Portfolio showcasing the following- Stocks, Real Estate, Bonds.
Slide 40: This is another Selection of The Optimal Portfolio slide showing Types of Investment.
Slide 41: This slide showcases Key Evaluation Metrics. You can refine them basis the requirements.
Slide 42: This is an Icons Slide for Investment Management. You can refine them basis the requirements.
Slide 43: This slide is titled Additional Slides to proceed further.
Slide 44: This is an About Us slide to- Value client, Target Audiences. Preferred by many.
Slide 45: This slide presents Vision & Mission. State your Goal, Mission and Vision here.
Slide 46: This is Meet Our Team slide with name and designation.
Slide 47: This slide presents Our Main Goals which include- Satisfaction, Communication, Values.
Slide 48: This slide presents a Comparison between commodity/ entities etc.
Slide 49: This slide states the Financials scores. State your financial aspects etc here.
Slide 50: This is a Quotes slide to highlight, or state anything specific.
Slide 51: This slide presents Dashboard displaying- poor, good, excellent.
Slide 52: This slide showcases a Timeline to mark milestones, important highlights etc.
Slide 53: This slide is titled Let’s have a Coffee Break for a halt.
Slide 54: This is a Post it slide to mark reminders, events etc.
Slide 55: This is a Newspaper slide to highlight something or add memeorabilia
Slide 56: This is a Puzzle image slide to show information, specification etc.
Slide 57: This is a Target image slide to state target, goals etc.
Slide 58: This is a Circular image slide to show information, specifications etc.
Slide 59: This is a Venn diagram image slide to show information, specifications etc.
Slide 60: This slide presents a Mind map with text boxes to go.
Slide 61: This slide presents a Matrix showing- Question Mark, Star, Cash Cow, Dog.
Slide 62: This is a Lego slide with text boxes to show information.
Slide 63: This is a People's silhouettes slide. Use it the way you want to show solutions etc.
Slide 64: This slide is titled Creative Ideas. You can enter the rationale followed.
Slide 65: This is a Magnifying glass image slide to state information, specification etc.
Slide 66: This slide presents a Bar Graph to show product/ entities compaarison.
Slide 67: This is a Funnel slide. Showcase the funnel aspect of your team, company, product etc.
Slide 68: This slide presents Pie Chart to show product/ entity growth, comparison etc.
Slide 69: This is a Scatter Chart image slide for comparison.
Slide 70: This is a Stacked Column image slide to present Product 01and Product 02 comparison.
Slide 71: This slide displays a Stock Chart with volume as parameter in terms of high and low.
Slide 72: This slide shows a Line Chart for two product comparison.
Slide 73: This slide presents a Radar Chart graph/chart. Compare Product 01, Product 02 and use as per required.
Slide 74: This is a Clustered Column - Line chart slide to present product/ entities growth, comparison etc.
Slide 75: This is a Contact US slide with Address# street number, city, state Email Address, Contact Number.
Slide 76: This is a Thank You slide for ending a presentation.

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