Portfolio risk management and suitability powerpoint presentation slides

Slide 1: This slide introduces Portfolio Risk Management and Suitability. State company name and begin.
Slide 2: This slide presents Agenda. You can add your meeting, business, company agenda.
Slide 3: This slide showcases Portfolio Management Process with- Define, Measure, Analyze, Improve, Control.
Slide 4: This slide presents Investment Objectives. These are- Increase Income, Finance Expenses, Increase Saving, Fight Inflation, Reduce Tax Liability.
Slide 5: This slide presents Risk Tolerance Analysis with High and Low parameters.
Slide 6: This slide also presents Risk Tolerance Analysis with Low, High and Medium parameters.
Slide 7: This is a Risk Tolerance colour coding slide with Very Low, Low, Medium, High and Very high parameters.
Slide 8: This slide showcases Risk Reward Matrix with High, Low and Medium parameters.
Slide 9: This slide also showcases Risk Reward Matrix with- Bread and Butter, White Elephants (Difficult to Kill), Oysters, Pearls.
Slide 10: This is another slide showing Risk Reward Matrix.
Slide 11: This is an Asset Allocation slide with balancing scale imagery.
Slide 12: This slide presents Risk Return Plot in a graphical form.
Slide 13: This slide showcases What-If Modelling flow chart. State the following here- Challenge, Choice, Consequence.
Slide 14: This is also What-If Modelling slide with icon imagery and text boxes.
Slide 15: This is also What-If Modelling slide in a tabular form.
Slide 16: This slide showcases Target Modelling with target imagery and text boxes.
Slide 17: This is also What-If Modelling slide with- Conservative Growth, Moderate Growth, Moderate Aggressive Growth, Concentrated Aggressive Growth, Aggressive Growth + More Diversification, Concentrated Growth.
Slide 18: This slide states Key Driver Analytics with facts.
Slide 19: This slide also states Key Driver Analytics.
Slide 20: This slide shows Resource Capacity Planning in a pie chart/ graph form.
Slide 21: This is also a Resource Capacity Planning slide showing- Equities, Property, Fixed Interest, Cash.
Slide 22: This slide states Financial Planning with- Cash Flow, Retirement, Risk Management, Investments, Estate Planning.
Slide 23: This slide showcases Scheduling.
Slide 24: This is Pareto Optimal Portfolio slide.
Slide 25: This slide showcases Investment Approaches with Market Cycle.
Slide 26: This slide also showcases Investment Approaches with- Insure, Adjust, Diversify.
Slide 27: This is an Investor Personality slide with 2 parameters- Time Horizon Score, Risk Tolerance Score.
Slide 28: This slide showcases Investor Personality with 4 factors- Analytical, Methodical, Aggressive, Intuitive.
Slide 29: This slide showcases Portfolio Return and Performance in a graphical form.
Slide 30: This slide also showcases Portfolio Return and Performance graph.
Slide 31: This is Performance Attribution slide with arrow imagery and text boxes.
Slide 32: This slide presents Security Analysis in a graphical form.
Slide 33: This slide presents the Measurement of Portfolio Analysis in charts and graphs.
Slide 34: This is Portfolio Selection/ Allocation slide in a tabular form.
Slide 35: This slide also presents Portfolio Selection/ Allocation table.
Slide 36: This is Portfolio Revision slide showing Current Portfolio, New Portfolio.
Slide 37: This is a Portfolio Evaluation slide.
Slide 38: This is also a Portfolio Evaluation slide.
Slide 39: This slide shows Feasible Set of Portfolio with- Efficient Set, Feasible Set.
Slide 40: This is Selection of the Optimal Portfolio slide with- Stocks, Real Estate, Bonds.
Slide 41: This is also Selection of the Optimal Portfolio slide with Sample Allocation.
Slide 42: This slide states Key Evaluation Metrics with icon imagery and text boxes.
Slide 43: This is Icons Slide. Add/ use icons as per need.
Slide 44: This slide is titled Additional Slides to move forward. You can change the slide content as per need.
Slide 45: This is Vision & Mission slide with Values Client, Preferred by Many, Target Audiences as examples.
Slide 46: This is Meet Our Team slide with name and designation to fill.
Slide 47: This is an About Us slide. State team/ company specifications here.
Slide 48: This is Our Main Goals slide. State your important goals here.
Slide 49: This is a Comparison slide showing comparison between two products/ entities etc.
Slide 50: This slide is titled as Financials. Show finance related stuff here.
Slide 51: This is a Quotes slide to convey company/ organization message, beliefs etc. You may change the slide content as per need.
Slide 52: This is a Dashboard slide to state metrics, kpis etc.
Slide 53: This is a Location slide to show global segregation, presence etc. on a world map and text boxes to make it explicit.
Slide 54: This is a Timeline slide with flag imagery to present important dates, journey, evolution, milestones etc.
Slide 55: This is a Coffee Time slide. Can be altered as per requirement.
Slide 56: This is a Post It slide to mark events, important information etc.
Slide 57: This is a News Paper slide to flash company event, news or anything to highlight.
Slide 58: This is a creative Puzzle image slide to show information, specifications etc.
Slide 59: This is a Target slide. State targets, etc. here.
Slide 60: This is a Circular image slide to show information etc.
Slide 61: This is a Venn diagram slide to show information etc.
Slide 62: This is a Mind Map slide to show behavioral segmentation, information or anything relative.
Slide 63: This is a MATRIX slide. Put relevant comparing data here.
Slide 64: This is a LEGO slide with text boxes to show information.
Slide 65: This is a People's silhouettes slide. Use it the way you want to show solutions etc.
Slide 66: This is a Generate Idea slide with bulb imagery to state a new idea or highlight specifications/information etc.
Slide 67: This is a Magnifying glass image slide to show information, scoping aspects etc.
Slide 68: This is a Bar Graph image slide to show product comparison, growth etc.
Slide 69: This is a Funnel image slide to show information, funneling aspects, specifications etc.
Slide 70: This is a Clustered Column slide to present product/ entity comparison, specifications etc.
Slide 71: This is a Line Chart to present product/ entity comparison, specifications etc.
Slide 72: This is a Stock Chart to present product/ entity comparison, specifications etc.
Slide 73: This is a Pie Chart to present product/ entity comparison, specifications etc.
Slide 74: This is an Area Chart slide to present product/ entity comparison, information etc.
Slide 75: This is a Scatter Chart slide to show product/ entity growth, comparison etc.
Slide 76: This slide presents a Radar Chart to show product/ entity growth, comparison etc.
Slide 77: This is a Clustered Column - Line slide to present product/ entity comparison, specifications etc.
Slide 78: This is a Contact Us slide with Email, Address# street number, city, state, Contact Numbers.
Slide 79: This is a Thank You slide for acknowledgement or to end the presentation.