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Financial asset management powerpoint presentation slides

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SlideTeam presents Financial Asset Management Powerpoint Presentation Slides. Build a presentation faster with the help of our 100% customizable PPT template. There are 36 visually-gripping slides in this complete PowerPoint deck. Modify text, font, orientation, colors, patterns, background, and shapes as per your choice. Convert the file format from PPT to PDF, PNG, or JPG as and when convenient. This presentation works well with standard and widescreen resolutions. Use Google slides for a quick view

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Content of this Powerpoint Presentation


Slide 1: This slide introduces Financial Asset Management. Mention your Company name and begin.
Slide 2: This slide displays Content of the presentation.
Slide 3: This slide shows Content of the presentation.
Slide 4: This slide covers Objectives for Financial Asset Management
Slide 5: This slide depicts the purposes for the asset management like reaching financial goals or saving for retirement
Slide 6: This slide displays Content
Slide 7: This slide gives the glimpse of our approach where in we are focusing on clients objective that are inflation hedge, principle preservation, portfolio diversification etc. and providing them the alternative investment types along with strategies, investment approach and objectives for the same
Slide 8: This slide shows characteristics like annualized return, standard deviation, maximum decline, correlation to equities and correlation to fixed income on basis of which strategies are being evaluated. Where S&P 500 is the Index of the share market
Slide 9: This slide displays Content of the presentation.
Slide 10: This slide shows that presently client has invested money in listed funds and the problems with the current invested scheme
Slide 11: This slide displays Content of the presentation.
Slide 12: This slide covers snapshot of all the investment options with associated risk, tenure, liquidity and 5 years returns
Slide 13: In this template we are covering the top performing funds with different categories and their estimate returns over 1 to 5 years
Slide 14: In this template we are covering the top performing funds of the companies for investing in the market
Slide 15: This slide displays Content of the presentation.
Slide 16: In this slide we have covered allocation of Funds according to conservative, balanced and growth ETF portfolio which states that Conservative ETF Portfolio seeks to provide a combination of income and moderate long-term capital growth by investing in equity and fixed income securities, etc.
Slide 17: This slide covers the allocation of funds according to portfolio where 30 percent is being invested in multi cap funds 25 percent in large cap funds and 15 percent in midcap funds. This allows diversification of portfolio and minimize the risk.
Slide 18: This slide shows Allocation of Funds by Portfolio.
Slide 19: This slide displays Content.
Slide 20: In this slide we are covering various types of equities and debt funds and comparing them on the bases of risk score, volatility and weight
Slide 21: This slide provides information regarding Estimating Return Potential Graphical Presentation
Slide 22: This slide shows a period of extremely strong Returns per unit of risk across almost all asset classes
Slide 23: This is Icons Slide for Financial Asset Management.
Slide 24: This slide is titled as Additional Slides for moving forward.
Slide 25: This slide shows that exchange traded funds grew at a 21.7% CAGR and mutual fund growth is beginning to stall, ETF growth continues to expand.
Slide 26: This slide depicts Wealth Industry Trends.
Slide 27: This slide covers Wealth Industry Trends.
Slide 28: In this slide we are covering types of assets in which users can invest like domestic and international equities, fixed income and bonds
Slide 29: This slide covers the types of assets in which users can invest.
Slide 30: This slide shows Return on Investment.
Slide 31: This slide displays Mission, Vision and Goals.
Slide 32: This is Our Team slide with Names and Designations.
Slide 33: This is About Us slide to showcase Company specifications.
Slide 34: This is financial slide. Showcase Finance related stuff.
Slide 35: This is Venn slide.
Slide 36: This is Thank you slide with Contact details.

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  1. 80%

    by Dana Owens

    The Designed Graphic are very professional and classic.
  2. 100%

    by Reece Taylor

    Designs have enough space to add content.
  3. 100%

    by Dean Dixon

    The content is very helpful from business point of view.

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