Asset Allocation Investment Strategy To Balance Risk And Reward Complete Deck

Slide 1: This slide introduces Asset Allocation Investment Strategy to Balance Risk and Reward. State your company name and begin.
Slide 2: This is an Agenda slide. State your agendas here.
Slide 3: This slide shows Table of Content for the presentation.
Slide 4: This slide shows title for topics that are to be covered next in the template.
Slide 5: This slide analyzes the need for an asset allocation strategy to manage portfolio assets and risks.
Slide 6: This slide shows title for topics that are to be covered next in the template.
Slide 7: This slide presents an overview of asset allocation strategy. It also showcases an workflow of how asset allocation strategy.
Slide 8: This slide displays the importance of asset allocation in investment management. It includes benefits such as clearly defining risks, defining risk acceptance level etc.
Slide 9: This slide showcases the steps to formulate an exceptional asset allocation strategy that aligns with investors goal and objective and yield appropriate returns.
Slide 10: This slide shows title for topics that are to be covered next in the template.
Slide 11: This slide presents the factors that an investors must list before deciding on their portfolio's ideal asset mix.
Slide 12: This slide displays a two dimensional method for assessing an investor’s risk tolerance.
Slide 13: This slide presents variables that restrict or limit an investor's range of investment possibilities.
Slide 14: This slide displays an Investment policy statement that serves as a guide for making investment decisions and helps to stay on track with asset allocation strategy.
Slide 15: This slide shows title for topics that are to be covered next in the template.
Slide 16: This slide presents an overview of different asset classes for optimized asset allocation. It divides assets into five classes including cash, equity, fixed income etc.
Slide 17: This slide displays the characteristics of various asset classes, resources sharing similar characteristics.
Slide 18: This slide presents a comparison of different asset classes to help select the optimum options.
Slide 19: This slide displays different asset allocation based on risk levels. It includes information about conservative, moderately conservative etc.
Slide 20: This slide shows title for topics that are to be covered next in the template.
Slide 21: This slide presents an overview of portfolio rebalancing that help setting each asset class's weight back to its original allocation.
Slide 22: This slide displays an overview of on when to consider rebalancing of your portfolio. It includes details about when, exceptions to consider, and how to rebalance portfolio.
Slide 23: This slide presents basic steps for rebalancing a portfolio that helps in periodically altering its risk profile.
Slide 24: This slide displays various types of rebalancing approaches to adjusting a portfolio's changed asset allocation to match an original allocation.
Slide 25: This slide shows title for topics that are to be covered next in the template.
Slide 26: This slide presents an overview of strategic asset allocation strategy for optimal investment.
Slide 27: This slide showcases how strategic allocation process work. It includes steps such as risk assessment, investment horizon, broad based asset allocation etc.
Slide 28: This slide defines how allocation within each broad based asset classes is done.
Slide 29: This slide presents how rebalancing is done in strategic asset allocation to compels the investor to book profits from the segments.
Slide 30: This slide shows title for topics that are to be covered next in the template.
Slide 31: This slide presents an overview of tactical asset allocation strategy for optimal investment.
Slide 32: This slide defines the types of tactical asset allocation strategies to maximize portfolio returns while keeping market risk to a minimum.
Slide 33: This slide presents an optimized tactical asset allocation investment strategy to fill the gap between long-term market assumptions and existing market conditions.
Slide 34: This slide showcases various instruments for tactical asset allocation strategy.
Slide 35: This slide presents how tactical asset allocation works with funds such as index funds, exchange trade funds, etc.
Slide 36: This slide shows title for topics that are to be covered next in the template.
Slide 37: This slide presents an overview of dynamic asset allocation strategy for optimal investment. It includes details about goals, ideal for investors.
Slide 38: This slide displays several ways to perform dynamic asset allocation. It includes strategy such as, rebalancing, sector rotation, risk parity and dynamic risk management.
Slide 39: This slide showcases the requirements that must be fulfilled by an asset category in order to be used in dynamic asset allocation strategy.
Slide 40: This slide presents an overview of dynamic asset allocation process. It includes three areas investment signal generation, portfolio construction and quality control.
Slide 41: This slide shows title for topics that are to be covered next in the template.
Slide 42: This slide presents an overview of constant-weight asset allocation strategy for optimal investment.
Slide 43: This slide displays the factors to consider when selecting a constant-weighted asset allocation. It includes factors such as market conditions, diversification etc.
Slide 44: This slide presents the constant weight asset allocation process to boost diversity, decrease concentration risk, and lessen portfolio volatility.
Slide 45: This slide showcases approaches to rebalancing in constant weight allocation strategy. It includes strategies such as, periodic, risk threshold etc.
Slide 46: This slide shows title for topics that are to be covered next in the template.
Slide 47: This slide presents an overview of insured asset allocation strategy for optimal investment. It includes details about goals.
Slide 48: This slide presents an asset mix for insured asset allocation strategy. It segregates assets based on four criteria; no risk, low risk, high risk and moderate risk etc.
Slide 49: This slide displays an example of how insured asset allocation works. It include information about assets, target allocation, insured and uninsured allocation etc.
Slide 50: This slide projects an asset divide between various asset classes. It also presents the expected return on long-term investment in bonds, property and equities.
Slide 51: This slide shows title for topics that are to be covered next in the template.
Slide 52: This slide presents an overview of the integrated asset allocation strategy for optimal investment.
Slide 53: This slide displays the structure of integrated asset allocation strategy. It examines various factors that impact the returns of investments.
Slide 54: This slide showcases the steps involved in the integrated asset allocation process. It examines projected net worth.
Slide 55: This slide presents an example showcasing how integrated asset allocation strategy works. It includes strategy and presents various asset class etc.
Slide 56: This slide shows title for topics that are to be covered next in the template.
Slide 57: This slide presents an overview of core-satellite asset allocation strategy for optimal investment.
Slide 58: This slide displays factors need to be taken into consideration to effectively design and implement a series of core-satellite portfolios.
Slide 59: This slide presents steps that can be utilized to implement the core-satellite approach in portfolio. It includes steps such as , determine core satellite ratio etc.
Slide 60: This slide help build investors the right portfolio by enabling them to choose right funds for investment.
Slide 61: This slide represents the percentage allocation to the core and satellite portfolio determined based on an investor's risk profile.
Slide 62: This slide shows title for topics that are to be covered next in the template.
Slide 63: This slide presents a comparative assessment of various asset allocation strategies for creating and balancing individual's investment portfolio.
Slide 64: This slide displays an assessment of investor's profile for asset allocation. It develops profile based on characteristics such as, objectives, risk tolerance etc.
Slide 65: This slide provides an overview on how core-satellite approach works and is the best suited strategy for an moderate investor profile.
Slide 66: This slide shows title for topics that are to be covered next in the template.
Slide 67: This slide presents the potential core and satellite portfolio and how does it works. It includes details about investment, asset class, core/satellite etc.
Slide 68: This slide shows title for topics that are to be covered next in the template.
Slide 69: This slide analyzes the impact of appropriate allocation strategy in identifying assets that results in decrease in portfolio losses, volatility, investment goal achievement etc.
Slide 70: This slide presents how diversification improves a portfolio’s risk/return profile, or what is called the “efficiency” of portfolios.
Slide 71: This slide compares the historical growth performance of portfolios. It showcases increase in returns in core-satellite portfolio compared to 60/40 approach.
Slide 72: This slide shows title for topics that are to be covered next in the template.
Slide 73: This slide showcases a dashboard for monitoring and reporting on asset allocation. It help track benchmarks asset class returns.
Slide 74: This slide represents an equity asset allocation dashboard to measure and manage the performance of equity overtime.
Slide 75: This slide shows all the icons included in the presentation.
Slide 76: This slide is titled as Additional Slides for moving forward.
Slide 77: This slide help determine an appropriate asset allocation mix which is diversified across asset classes and adjusted periodically.
Slide 78: This is About Us slide to show company specifications etc.
Slide 79: This is Our Vision, Mission & Goal slide.
Slide 80: This is Our Team slide with names and designation.
Slide 81: This slide provides 30 60 90 Days Plan with text boxes.
Slide 82: This is a Thank You slide with address, contact numbers and email address.