Stock portfolio management powerpoint presentation slides
By and large all companies regularly expand their portfolio. However, portfolio management process is required to ensure that whether company resources are in apt use or not? Here if you are not sure form where to start, then we can help. We have pre designed this PPT sample file to present portfolio analysis in an engaging manner. Additionally, this PPT slide show also acts as a portfolio management tool for improved resource allocations as well as to cast spotlight on various portfolio risks. All in all, to comprehensively address project portfolio issue we have included PowerPoint slide themes of investment objectives, risk tolerance analysis, asset allocation, target modeling, financial planning etc. In short, portfolio managers can download this PowerPoint show to bring transparency and improved balance of work in operations of a company. With this presentation deck they can thoroughly discuss and deliver well customized investment solutions for a company thereby minimizing its risks.
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PowerPoint presentation slides
Total 66 high resolution PPT slides covering all investment portfolio management needs. Easy replaceable dummy text with actual facts. Easily editable PPT background, color, layout and font. Readymade complete set for portfolio managers and portfolio consultants. Easy downloading process. Vibrant visuals for comparisons as well as to illustrate various figures. Can be easily converted into PDF or JPG. Well compatible with Google slides.
Content of this Powerpoint Presentation
Slide 1: This slide introduces Stock Portfolio Management. Add your company name to get started.
Slide 2: This is an Agenda slide with text boxes. State your agendas here.
Slide 3: This is an About Us slide. State company or team specifications, information etc. here.
Slide 4: This is Our team slide with names and designation.
Slide 5: This slide showcases PORTFOLIO MANAGEMENT PROCESS in a creative flow diagram.
Slide 6: This slide states Investment Objectives which include- Asset Management, Management Team, Risk Management, Set Your Goals, Tax Reduction.
Slide 7: This slide states Investment Objectives in a circular image form. It shows- Finance Expenses, Increase Saving, Fight Inflation, Increase Income, Reduce Tax Liability.
Slide 8: This slide presents Risk Tolerance Analysis in people silhouettes and text boxes to go with.
Slide 9: This slide also presents Risk Tolerance Analysis with High, Medium and Low parameters.
Slide 10: This slide showcases Risk Tolerance in a matrix form with Impact and LIkelihood as its parameters.
Slide 11: This slide presents Risk Reward Matrix. Use it as per need.
Slide 12: This slide also showcases Risk Reward Matrix. Use it to show your own information.
Slide 13: This too is a Risk Reward Matrix slide with High, Medium and Low parameters.
Slide 14: This is Asset Allocation slide with balancing scale imagery. Use it to show your company assets etc.
Slide 15: This slide shows Risk Return Plot in a chart/ graph form.
Slide 16: This is a WHAT- IF MODELLING slide with text boxes. Use it to state your Choice and Consequences here.
Slide 17: This is also a WHAT- IF MODELLING slide with circular imagery and text boxes.
Slide 18: This too is a WHAT- IF MODELLING slide in a tabular form.
Slide 19: This slide states Target Modelling with text boxes.
Slide 20: This slide also shows Target Modelling with- Goal, Conservative Growth, Moderate Growth, Moderate Aggressive Growth, Aggressive Growth + More Diversification, Concentrated Growth, Concentrated Aggressive Growth.
Slide 21: This slide states Key Driver Analytics with imagery. State your facts etc. here.
Slide 22: This slide also presents Key Driver Analytics with icons and text boxes.
Slide 23: This slide displays Resource Capacity Planning in a pie chart/ graph form.
Slide 24: This slide also shows Resource Capacity Planning in a pie chart/ graph form.
Slide 25: This is Financial Planning slide in a circular form with icons and text boxes. It consists of the following- Estate Planning, Cash Flow, Retirement, Risk Management, Investments.
Slide 26: This slide shows Scheduling in a circular form.
Slide 27: This is Pareto Optimal Portfolio slide in a chart/ graph form.
Slide 28: This slide shows Investment Approaches with respect to MARKET CYCLE. It has the following 4 stages- Early Expansion, Late Expansion, Full Recession, Early Recession.
Slide 29: This slide also states Investment Approaches.
Slide 30: This slide shows Investor Personality with Risk Tolerance Score.
Slide 31: This slide also shows Investor Personality in a matrix form.
Slide 32: This slide depicts Portfolio Return And Performance with a Timeframe.
Slide 33: This slide also shows Portfolio Return And Performance in a line chart/ graph form.
Slide 34: This slide states Performance Attribution with creative imagery and text boxes.
Slide 35: This slide shows Security Analysis.
Slide 36: This slide shows Measurement Of Portfolio Analysis in charts and graphs.
Slide 37: This is Portfolio Selection/ Allocation slide.
Slide 38: This too is a Portfolio Selection/ Allocation slide.
Slide 39: This slide shows Portfolio Revision in a pie chart/ graph form.
Slide 40: This too is a Portfolio Revision slide in charts and graphs.
Slide 41: This slide presents Portfolio Evaluation in charts and graphs.
Slide 42: This slide shows Feasible Set Of Portfolio in a bar graph/ chart form.
Slide 43: Thi is Selection Of The Optimal Portfolio slide in a pie chart/ graph form.
Slide 44: This slide also shows Selection Of The Optimal Portfolio.
Slide 45: This slide showcases Key Evaluation Metrics with text boxes to state.
Slide 46: This is a Target Infographic slide with relevant imagery.
Slide 47: This is a Circular Puzzle image slide. State information etc. here.
Slide 48: This slide shows Two Circle Venn Diagram to state information, specifications etc.
Slide 49: This is a Matrix Chart slide with text boxes. Use it as per your requirement.
Slide 50: This is a Lego Block image slide to state information, specifications etc.
Slide 51: This is Business Team slide in people silhouettes. Use it to show business/ team related information, specifications etc.
Slide 52: This is an Organization Chart slide with name and designation. Use it to show the hierarchy of your organization.
Slide 53: This is Bulb With Brain image slide to state information, specifications etc.
Slide 54: This is Magnifier With Business Infographic slide to state information, specifications etc.
Slide 55: This is a Bar Graph image slide to show product comparison, growth etc.
Slide 56: This is a Funnel Infographic slide to show anything in a funnel form.
Slide 57: This is Target With Arrow image slide. State your targets etc. here.
Slide 58: This is a Comparison Chart slide to compare two products/ entities etc.
Slide 59: This is a Financial score slide. State financial aspects etc. here.
Slide 60: This is a Quotes slide to convey messages, beliefs etc. You can change the slide content as per need.
Slide 61: This is a Dashboard slide to state metrics, kpis etc.
Slide 62: This is a Timeline slide to show evolution, growth, milestones etc.
Slide 63: This is Our Mission slide. State company mission here.
Slide 64: This is a Newspaper Layouts slide to show news, events, etc. You can change the slide contents as deemed fit.
Slide 65: This is Two Tags For Pros And Cons Darts slide. State company pros and cons here.
Slide 66: This is a Thank You slide for acknowledgement.
Stock portfolio management powerpoint presentation slides with all 66 slides:
Get away from the chaos with our Stock Portfolio Management Complete Powerpoint Deck With Slides. Arrange your thoughts in a calm environment.
Design layout is very impressive.
Easily Understandable slides.