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It's hard to believe that Apple, the world's most valued company by market capitalization today, nearly went bankrupt in the late 1990s. How did they go from almost declaring bankruptcy to where they are now? Apple realized that their investments and actions were headed in the wrong direction. From a fragmented product lineup to innovations that failed to compete, they found themselves thrown in the deep-end. Then, they re-evaluated their strategies, recorded changes, observations, challenges and developed an escape plan. This assessment of their investment and actions highlights the importance of the tracking performance.
SlideTeam presents Top 10 Investment Performance Templates to help you out in such a situation. For individual investors, these templates offer a lifeline to understanding your financial health and progress towards your long-term goals. Whether you're saving for retirement, your child's education, or simply accumulating wealth, tracking investment performance provides a clear, data-driven picture of your journey. It helps you assess whether your investments are beating inflation, evaluate risk levels, and make necessary adjustments. Financial professionals, too, will find these tools indispensable. These presentation templates serve as a cornerstone of accountability and transparency, allowing you to prove your worth to your clients. By showcasing how well their investments are performing against benchmarks and objectives, you can demonstrate the value you bring to the table. These templates enable you to make informed decisions about portfolio rebalancing and asset allocation, ensuring that your clients' financial aspirations remain on track.
Our investment ppt templates are content-ready, and also provide you with a structure to get started. With the 100% editable feature you can adjust and personalize the template based on your or the clients needs.Â
Let's explore the templates!
Template 1: Annual Performance Report PPT Template
This PPT Template enables you to record your investment outcomes of a year. It features a Fund Investment Report section that showcases investment objectives, policies, portfolio allocation, sector-wise performance analysis, financial highlights, total return statements, and balance sheets, complemented with detailed financial notes. The Historical Performance Summary section enables your organization to highlight your fund's performance since its inception, offering a valuable tool for presenting and analyzing annual performance data. Download this PPT Template to develop investment strategies for the next year or present your performance to potential clients.
Template 2: Return on Investment Evaluate Performance PPT Template
The best return is the sole reason for investing. With this PPT Deck, you can track the performance of your portfolio, using the three-stage investment design to maximize returns. The PPT Template has a recommended investment strategy that includes setting up the context, the vision and mission, investment principles, method formulation and selection, and implementation. The template can record returns from tangible inputs like website, advertising, social platforms and strategic inputs like brand and sales impact. A structured flowchart has been provided in the deck to help you follow a step-by-step process and establish a system. The risk mitigation process will enable you to make secure investment decisions. Download Now!
Template 3: Investment Strategies and Performance Presentation TemplateÂ
Make strategic investment decisions with this PPT Template. Strategies can be deployed at three stages of investment: During allocation, selection, or management. While allocating funds, it is crucial to define risk tolerance and risk controls. The selection of investments must take into account the quality and risk management of the portfolio. The management of the investments takes into consideration the price and the fundamental value. Use the PPT Template to suggest world-class, secure investment strategies. Get it now!
Template 4: Financial Investment Portfolio Management Dashboard PPT Template
This PPT Template is a detailed dashboard to record the investments, return, and analysis in the slide. The dashboard has infographics, with pie charts denoting the project process and the graph represents the completed tasks and the efforts/hours it took to complete. You can track multiple projects using this dashboard. The table can record information like the start date and end date of the projects, progress of the projects, total task count, completed tasks, delayed tasks, tasks on track, and future tasks. Analyze the information and use the top-left column to compile and present the data. Download Now!Â
Template 5: Capital Raised from Fundraisers Investment Performance PPT Template
Use this PPT Template for a concise report on investment performance. It records the total value of invested capital and total value paid in (TVPI) fund 1 and fund 2. Use this presentation template to also depict the event size, denoting the total cash returned and the Internal Rate of Return in both the funding rounds. Download Now!
Template 6: Dashboard of Investment Portfolio Performance PPT Template
This dashboard template is for financial professionals and companies looking to record assets of their clients. . The Asset Management by Manager graph records the number of assets managed by each manager and for how many clients. The middle graph records the top 10 clients based on the performance of the assets they own. This will highlight the important clients and ensure that their portfolios are managed with extra accuracy. Based on these portfolios, other client portfolios can be adjusted to enhance performance. The top right graph denotes the top 10 assets that clients own. The graph given on the button compares the trends of S&P 500, the NASDAQ (American Stock Exchange) and the average of your company's average portfolio performance. Download Now!
Template 7: Private Equity Investment Portfolio Performance Dashboard PPT Template
 This presentation template compiles portfolio performance of your private equity investments on the dashboard. Track stocks, bonds, etc form the e columns provided. The shaded graph represents the trends of your total invested value. The graph given in the bottom left corner displays the dividends earned from invested stocks. The odometer records the portfolio diversification. Using the format of the dashboard, you can also note the top gainers weekly, monthly or annually.Â
Click here to explore our Top 5 Equity Investment Templates
Template 8: Portfolio Allocation and Performance Attribution by Sector PPT Template
This template enables you to track trends in industries that you’ve invested in. Based on this analysis, you can plan in which sector you would invest or withdraw funds from. The graph plots all the sector's performance in the four quarters. The color-coded bars enable you to analyze the performance in each quarter with just a glance. . The table below records performance attribution by sector, taking into account the portfolio, benchmark, and net management effect. Under the first two categories, you can tabulate the weight and return. For the third category you can record allocation, selection, and total investments. Download Now!
Template 9: Total Return Index Comparison PPT Template
S&P 500 is a stock market index tracking the stock performance of 500 of the largest companies listed on the stock exchanges in the United States. This is a dependable indicator to assess the performance of your investments. With this PPT Template, you can track the comparison of your portfolio with S&P 500. The line graphs help you give an overview of your performance at a glance. Download Now
Template 10: Investment Portfolio Design PPT Template
This PPT Template provides you with a three-stage Investment Portfolio Design. Every stage has been divided into two steps to provide you with a step-by-step plan. Stage 1; Assessment & Objectives consists of the first 2 steps i.e., analyzing the current inventory financial position and then setting goals and objectives. Following this is Development and Implementation that is stage 2. Stage 3 is Evaluation and Review. Use this template to make a detailed plan and list tasks related to each step in the bullet points provided.
INVEST WITH CONFIDENCEÂ
Every penny you invest in the stock market holds your hope to transform your portfolio, making it crucial to track the performance of each investment. With our PPT Templates, you can save time and use these effective pre-designed layouts that will help you record the outcomes and analyze them. With this data you can make informed decisions for you and your clients investment.
