Equity shares stock portfolio management powerpoint presentation slides

Slide 1: This is an introductory slide to Stock Portfolio Management. State your company name and proceed.
Slide 2: This is an Agenda slide with icon imagery. State your company/ business agendas here.
Slide 3: This is an About Us slide. State company or team specifications here.
Slide 4: This slide shows Our team with names and designation.
Slide 5: This slide displays a creative flow diagram showing PORTFOLIO MANAGEMENT PROCESS with the following stages- Measure, Improve, Define, Analyze, Control.
Slide 6: This slide presents five Investment Objectives- Asset Management, Management Team, Risk Management, Set Your Goals, Tax Reduction.
Slide 7: This slide also states Investment Objectives which further shows Why Are You Investing? along with its reasons- Finance Expenses, Increase Saving, Fight Inflation, Increase Income, Reduce Tax Liability.
Slide 8: This slide presents Risk Tolerance Analysis in a creative scale form showing the High Low aspects.
Slide 9: This slide also shows Risk Tolerance Analysis meter with- Middle, High and Low parameters.
Slide 10: This slide shows Risk Tolerance matrix with these three parameters for analysis- High, Low, Medium.
Slide 11: This slide shows Risk Reward Matrix to strike a comparison between Investment Reward, Investment Risk.
Slide 12: This slide also shows Risk Reward Matrix which further gives you information about the Probability Of Technical Success.
Slide 13: This too is a Risk Reward Matrix slide with three parameters- Low, Medium, High.
Slide 14: This slide shows Asset Allocation with respect to reward and risk.
Slide 15: This slide shows Risk Return Plot with the following two parameters- Annualized Return, Annualized Standard Deviation.
Slide 16: This slide shows What- If Modelling flow chart with Choice, Consequence, Challenge.
Slide 17: This slide also shows What- If Modelling with a circular diagram.
Slide 18: This is another slide showing What- If Modelling with a table. You can add your data in this table and use it.
Slide 19: This is Target Modelling slide with text boxes in which you can add your targets.
Slide 20: This slide also shows Target Modelling with these six points- Conservative Growth, Moderate Growth, Moderate AggressiveGrowth, Aggressive Growth More Diversification, Concentrated Growth, Concentrated Aggressive Growth.
Slide 21: This slide shows Key Driver Analytics with these four text boxes to state your facts.
Slide 22: This slide also shows Key Driver Analytics with five icons and tect boxes that we have provided. Add relevant information in these text boxes and use as per need.
Slide 23: This slide shows Resource Planning Capacity using a pie chart. We have mentioned few percentages for your reference, which can be altered as per need.
Slide 24: This slide also shows Resource Capacity Planning with four pie chart to add your own stats.
Slide 25: This slide shows Financial Planning which involves the following components- Estate Planning, Cash Flow, Retirement, Risk Management, Investments.
Slide 26: This slide presents SCHEDULING in a circular diagram form.
Slide 27: This slide shows Pareto Optimal Portfolio with these variables- Attribute 2, Dominate Solutions, Infeasible Region, Utopia, Point, Attribute 1.
Slide 28: This slide shows Investment Approaches- Full Recession, Early Recession, Early Expansion, Late Expansion, Bull Market, Market Top, Bear Market, Market Bottom
Slide 29: This slide also shows Investment Approaches with the following components to consider- Client Objectives, Strategies, Products, Dynamic Risk Management, Volatility Management, Risk Completion, Tail Hedges, Put Option, Risk Parity, Real Assets, Factor Portfolios, Minimizing, Short-term Losses, Mitigating Volatility, Meeting Long-term Returns, Insure, Adjust, Diversify.
Slide 30: This slide shows Investor Personality presented in a matrix form.
Slide 31: This slide also shows Investor Personality categorized as being- Methodical, Analytical, Intuitive, Aggresive.
Slide 32: This slide showcases Portfolio Return And Performance graph which further shows and Performance Projection For This Fund.
Slide 33: This slide also shows Portfolio Return And Performance graph and a table to fill in the relevant stats.
Slide 34: This slide shows Performance Attribution with six text boxes .You can add data as per your business requirement.
Slide 35: This slide shows Security Analysis with a graph and a table .You can use as per your business needs.
Slide 36: This slide shows Measurement Of Portfolio Analysis. Present the stats of various components of Portfolio Analysis in a graphical form here.
Slide 37: This slide presents Portfolio Selection/Allocation with a table. It also includes some of its parameters.
Slide 38: This is another Portfolio Selection/ Allocation slide showing Cash with its several components.
Slide 39: This slide shows Portfolio Revision with two pie charts showing New Portfolio, Current Portfolio.
Slide 40: This slide shows Portfolio Evaluation with a bar graph and a pie chart.
Slide 41: This slide also shows Portfolio Evaluation.
Slide 42: This slide shows the Feasible Set Of Portfolio with a graph.
Slide 43: This slide displays Selection Of The Optimal Portfolio pie chart.
Slide 44: This is also Selection Of The Optimal Portfolio slide further showing Type Of Investment: Stocks, Bonds, Real Estate, Share.
Slide 45: This slide shows Key Evaluation Metrics with icons. Add your own data and use it accordingly.
Slide 46: This slide presents Target Infographic to state your targets, goals etc.
Slide 47: This slide displays Circular Puzzle to state information, specifications etc.
Slide 48: This slide shows a Two Circle Venn Diagram to present information, specifications etc.
Slide 49: This slide shows a Matrix Chart. Put relevant comparing data in it and use it.
Slide 50: This is a Lego Block image slide with text boxes to show information.
Slide 51: This slide presents Business Team in people silhouettes to state people specific information, specifications etc.
Slide 52: This slide shows an Organization Chart with names and designation to fill. You can maintain the hierarchy of your organization using this chart.
Slide 53: This is a Bulb With Brain image slide to show information, ideas, innovation specific stuff etc.
Slide 54: This is Magnifier With Business Infographic slide to show information, scoping aspects etc.
Slide 55: This is a Bar Graph slide to show product comparison, growth etc.
Slide 56: This slide shows Funnel Infographic to present information, data in a funnel form.
Slide 57: This is Target With Arrow image slide to state goals, targets etc.
Slide 58: This is a Comparison Chart slide to compare two products/ entities etc.
Slide 59: This slide presents Financial scores to display.
Slide 60: This is a Quotes slide to highlight, or state anything specific.
Slide 61: This is a Dashboard slide to state Low, Medium and High aspects, kpis, metrics etc.
Slide 62: This is a creative Timeline slide to present important dates, journey, evolution, milestones etc.
Slide 63: This is Our mission slide with imagery and text boxes to go with.
Slide 64: This slide presents Newspaper Layouts to highlight something or add memorabilia.
Slide 65: This slide Two Tags For Pros And Cons Darts. State your pros and cons here.
Slide 66: This is a Thank You slide with image.