Quality Management Principles To Managing Stock Portfolios Powerpoint Presentation Slides

Slide 1: This slide introduces Quality Management Principles To Managing Stock Portfolios. State your company name and proceed.
Slide 2: This slide shows agenda. You can add your company agenda and use it accordingly.
Slide 3: This slide shows portfolio management process with these five stages- Define, Analyze, Control, Measure, Improve.
Slide 4: This slide showcases investment objective Set Your Goals, Tax Reduction, Risk Management, Asset Management, Management Team.
Slide 5: This slide presents investment objective with these parameters- Increase Income, Finance Expenses, Increase Saving, Fight Inflation, Reduce Tax Liability.
Slide 6: This slide showcases risk tolorence analysis with a scale of- High, Low.
Slide 7: This slide presents risk tolorence analysis with meter showing- Low, Middle, High.
Slide 8: This slide presents risk tolerance matrix low, medium, high.
Slide 9: This slide presents risk reward matrix with this three factors- Investment Reward, Investment Risk, Risk- Reward Matrix.
Slide 10: This slide showcases Risk Reward Matrix which further give you information about Probability Of Technical Success.
Slide 11: This slide presents Risk Reward Matrix with three parameters of low, Medium, high.
Slide 12: This slide shows Asset Allocation is balance scale with risk and reward.
Slide 13: This slide presents Risk Return Plot with main criterias as - Annualized Return, Annualized Standard Deviation. You can add and utilize as per your requirement.
Slide 14: This slide showcases what -If modelling with these components- Challenge, Choice.
Slide 15: This slide presents what- if modelling with certain blocks you can put information in.
Slide 16: This slide covers what-if modelling with the table. You can add your data in that table and use it.
Slide 17: This slide showing target modelling with an imagery dartboard. You can add the data or information as per your requirement.
Slide 18: This slide showcases Target modelling with these parameters- Conservative Growth, Moderate Growth, Moderate Aggressive Growth, Aggressive Growth, More Diversification, Concentrated Growth, Concentrated Aggressive Growth.
Slide 19: This slide shows key driver analytics with these four facts we have mentioned. You can add in those text boxes what you want to.
Slide 20: This slide presents key driver analystics with five icons we have provided. You can add your drivers as per your requirement.
Slide 21: This slide showcases resource planning capacity with a pie chart. We have mentioned percentages, You can use it to show the capacity planning.
Slide 22: This slide shows resource capacity planning with four pie chart. You can presents the different planning with this.
Slide 23: This slide presents financial planning with these five following criterion to consider- Estate Planning, Cash Flow, Retirement, Risk Management, Investments.
Slide 24: This slide showcases scheduling which further includes Our Core Values and further with number of months- jan, feb, mar, apr, may, jun.
Slide 25: This slide presents pareto optimal portfolio graphical representation. You can use as such for your business requirement.
Slide 26: This slide shows investment approaches- Full Recession, Early Recession, Early Expansion, Late Expansion, Bull Market, Market Top, Bear Market, Market Bottom.
Slide 27: This slide presents investment approaches and also showing further these 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 28: This slide shows investor personality with risk tolerance score and time horizon score.
Slide 29: This slide presents investor personality with these six factors- Aggressive, Intuitive, Analytical, Methodical, Risk, Emotion.
Slide 30: This slide showcases portfolio return and performance and further Performance Projection For This Fund
Slide 31: This slide presents portfolio return and performance with number of years and percentage in this.
Slide 32: This slide shows performance attribution with six points .You can add your data as per you business requirement.
Slide 33: This slide showing security analysis with a graph and the table .You can use as per your business needs.
Slide 34: This slide showcases measurement of portfolio analysis. You can use this and add your own content.
Slide 35: This slide presents portfolio selection/allocation with a table. It further includes some parameters you can add and use it.
Slide 36: This slide displays portfolio selection. You can use it as per your requirement.
Slide 37: This slide showcases portfolio revision with two pie chart for data analysis.
Slide 38: This slide shows portfolio evaluation with a bar graph and pie chart.
Slide 39: This slide is about feasible set of portfolio. You can use the graph abd bar chart for your own use.
Slide 40: This slide shows selection of optimal portfolio. You can use it as per your requirement.
Slide 41: This slide presents selection of the optimal portfolio which shows the types of investment.
Slide 42: This slide showcases key evaluation metrics with relevant icons.
Slide 43: This slide is titled Additional slides.
Slide 44: This is Our mission slide with imagery and text boxes to go with.
Slide 45: This is Our team slide with names and designation.
Slide 46: This is an Our Goal slide. State your important goals here.
Slide 47: This slide shows comparison. You can use as peryour requirement.
Slide 48: This slide presents Financial scores to display.
Slide 49: This is a Business Quotes slide to quote something you believe in.
Slide 50: This is a Dashboard slide to show- Strategic System, Success, Goal Process, Sales Review, Communication Study.
Slide 51: This is a Timelines slide to show- Plan, Budget, Schedule, Review.
Slide 52: This slide shows Target image with text boxes.
Slide 53: This slide shows a Matrix in terms of High and Low.
Slide 54: This is a LEGO slide with text boxes to show information.
Slide 55: This slide shows a Magnifying glass with text boxes.
Slide 56: This slide shows a Magnifier with tools and Bar graph.
Slide 57: This is a Thank You slide with image.