1. Portfolio Analysis
• Applicable Taxes
• Risk Tolerance
Client Objectives • Liquidity Requirements
• Income Requirements
Fundamental Economic • Economic/interest rate forecasting
• Duration and maturity risk analysis
Analysis • Timing of purchase/sale decision
• Supply and demand imbalances
Technical • Quality spreads vs. historical norms
• Taxable vs. tax-exempt; in-state vs. out-of-state bonds
Market Analysis • Sector & yield curve analysis
•
Specific •
Independent tax-exempt and corporate credit analysis
Undervalued/overvalued securities
•
Security Analysis •
Coupon/calls/duration
Pertinent to clients goals
Active Your Portfolio
Management
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2. Portfolio Analysis
Your Text Here
Client Objectives
• Your Text Goes here
• Download this awesome
Fundamental Economic diagram
Analysis • Bring your presentation to
life
• Capture your audience’s
Technical
attention
Market Analysis
• All images are 100%
editable in powerpoint
Specific • Your Text Goes here
Security Analysis • Download this awesome
diagram
• Bring your presentation to
Active life
Your Portfolio
Management
www.slideteam.net Your Logo

3. Portfolio Analysis
Your Text Here
Client Objectives
• Your Text Goes here
• Download this awesome
Fundamental Economic diagram
Analysis • Bring your presentation to
life
• Capture your audience’s
Technical
attention
Market Analysis
• All images are 100%
editable in powerpoint
Specific • Your Text Goes here
Security Analysis • Download this awesome
diagram
• Bring your presentation to
Active life
Your Portfolio
Management
www.slideteam.net Your Logo

4. Portfolio Analysis
Your Text Here
Client Objectives
• Your Text Goes here
• Download this awesome
Fundamental Economic diagram
Analysis • Bring your presentation to
life
• Capture your audience’s
Technical
attention
Market Analysis
• All images are 100%
editable in powerpoint
Specific • Your Text Goes here
Security Analysis • Download this awesome
diagram
• Bring your presentation to
Active life
Your Portfolio
Management
www.slideteam.net Your Logo

5. Portfolio Analysis
Your Text Here
Client Objectives
• Your Text Goes here
• Download this awesome
Fundamental Economic diagram
Analysis • Bring your presentation to
life
• Capture your audience’s
Technical
attention
Market Analysis
• All images are 100%
editable in powerpoint
Specific • Your Text Goes here
Security Analysis • Download this awesome
diagram
• Bring your presentation to
Active life
Your Portfolio
Management
www.slideteam.net Your Logo

6. Portfolio Analysis
Your Text Here
Client Objectives
• Your Text Goes here
• Download this awesome
Fundamental Economic diagram
Analysis • Bring your presentation to
life
• Capture your audience’s
Technical
attention
Market Analysis
• All images are 100%
editable in powerpoint
Specific • Your Text Goes here
Security Analysis • Download this awesome
diagram
• Bring your presentation to
Active life
Your Portfolio
Management
www.slideteam.net Your Logo

7. All images are 100% editable in Powerpoint
“Change color, size and orientation of any icon to your liking”
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8. Ungrouping the object
2
1
3
1. Right click the object.
2. Choose Group and then Ungroup.
3. Click beside the object and drag the arrow over it.
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9. Edit Color
2 3
1
1. Select the shape to change the color and Right click the object( click any object which you
want to change color)
2. Choose Format Shape in the dialog box.
3. Choose “Fill” in the Format Shape box then “Solid” or “Gradient” depending on the
appearance of the object. Change colour as shown in the picture.
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