Use our Funds Analysis PowerPoint Presentation Slides for investment planning and analysis. Funds management PowerPoint complete deck contains ready to use slides such as introduction to investment, objectives of portfolio management, types of investment, market scenario overview, investment instruments, analysis and valuation of equity securities, industry analysis, financial statement analysis, balance sheet, company cash flow statement, major market issues, technical analysis, instruments in special situations, fixed income and leveraged securities, top performing bonds, bond valuation estimation, dividend reinvestment risk table, options analysis, types of convertible securities, different warrant categories, derivative products, put and call options, mutual funds investment, investment in real estate, real estate classification, portfolio management KPIs and many more. Showcase recent global security market trends with this content ready investment analysis PPT visuals. You can also present investment criteria based on equity, fixed income and money market using investment management presentation design. Download the investment strategies and portfolio analysis to present investment risk and return analysis.

1. Fund
Analysis
Your Company Name

2. 2
Manage a portfolio of financial instruments and
cash funds for a particular investor
To achieve client’s investment objectives through
an individual approach
To analyse and provide information about multiple
securities
Your Text Here
Your Text Here
Your Text Here
Agenda
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3. 3Table of Content
Introduction to Investments
Analysis and Valuation of Equity Securities
Issues in Efficient Markets
Fixed-income and Leveraged Securities
Derivative Products
Broadening The Investment Perspective
Risk & Return Analysis
KPI & Dashboards
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4. introduction to
investments
4
Types of Investment
o Detailed Investment Options
Objectives of Portfolio Management
o Your objectives here
Investment Instruments
o Fund Categorization and Risk Involved
o Top Performing Securities in our Portfolio
Market Scenario Overview
o Statistics and Market Size
o Current Industry Threats and Opportunities

5. 5Objectives of Portfolio Management
Consistency of Returns
Provide the stability of returns
Diversification of Portfolio
To reduce risk by investing in different securities
Text Here
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Capital Growth
To guarantee the growth of capital by
reinvesting or purchase of growth securities
Marketability
To ensure flexibility in portfolio
Liquidity
Portfolio ensures that there are enough
funds available at short notice.
Objectives of
Portfolio
Management

6. 6
Autonomous Investment
Investment which does
not change with income
level.
Induced Investment
Investment which change
with change in income level.
Financial Investment
Investment made in buying
financial instruments.
Real Investment
Investment made in new
plant and equipment.
Planned Investment
Investment made with a plan
in several sectors of the
economy
Unplanned Investment
Investment done without
any planning.
Gross Investment
Amount spent for creation
of new capital assets.
Net Investment
Gross Investment less
Capital Consumption
during a period of time .
Types of Investment -Detailed Investment Options

7. Market Scenario Overview – Statistics and Market Size 7
Revenue
$385bn
Forecast Growth
x.x%
Profit
x.x%
Annual Growth
13-18
3.0%
Employment
561,449
Business
273,444
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8. Market Scenario Overview - Current Industry Threats & Opportunities 8
Opportunities Threats
Increasing disposable income drive
industry trends. Market Threat
Income generated by the securities held by
mutual funds may decline.
Shifting consumer preferences are
driving change in the industry. Credit Threat
Security's issuer or the counter party
may unable to meet its obligation.
Internal Growth Opportunities (New
markets, new product). Interest Rate Threat Investment's value may change.
External Growth Opportunities (Mergers
and Acquisitions).
Liquidity Threat
Lack of marketability of an investment.
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9. Investment Instruments 9
Bonds Annuities Domestic
Mutual
Funds
ETF’s
Emerging
Markets
Stocks Cash Real Estate Hedge FundsForeign Options
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10. Investment Instruments - Funds Categorization & Risk Involved 10
Liquid
Funds
Very Low Risk
Less Than 1 Months
High risk
Low risk
Corporate
Bond Funds
Medium Risk Very
High Risk
1-3 Years
<1 Years
Short Term
Funds
Low Risk
6 Months
To 3 Years
Ultra-short
Term Funds
Low Risk
1 To 9
Months
MIP With Less
Than 25% Equity
Medium to High Risk
Very High Risk
>3 Years
<3 Years
Long Term
Bond Funds
Medium to High Risk
Very High Risk
>3 Years
<3 Years
Long Term G-
sec Funds
Medium to High Risk
Very High Risk
>3 Years
<3 Years
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11. Top Performing Securities in Our Portfolio 11
Investors Portfolio Investment Percentage(%) Security Returns
Government Bonds $5200 69
Mutual Funds $5445 73
Stock NamePortfolio 2 $5459 66
Stock NamePortfolio 2 $6446 53
High Average Low

12. 12
Analysis and
Valuation of Equity
Securities
Financial Statement Analysis
o P&L (tabular form)
o Balance Sheet (tabular form)
o Cash Flow Statement (tabular form)
Valuation of Equity Securities
o Discounted Cash Flow Method
Industry Analysis
o Porter’s 5 Forces
o PESTERL Analysis
o SWOT Analysis

13. Industry Analysis- Porter’s 5 Forces Competitive Forces Model 13
Competition/Rivalry
(HIGH)
o Very low quality
o Your text here
o No regulations
o Local player
o Many suppliers
o Alternatives
o Many substitutes
o High segmentation
Bargaining Power of
Buyer (HIGH)
Barriers to Entry
(LOW/MODERATE)
Bargaining Power of
suppliers (HIGH)
Threat of Substitutes
(HIGH)
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14. Industry Analysis- Pestle Analysis 14
P E S T E L
Political Economic Social Technological Environmental Legal
Government Policy
Foreign Policy
Economic Growth
Interest rates
Career Attitudes
Population Matrix
Goods Production
Changing Trends
Pollution Check
Healthy Hazards
Health & Safety
Policy Regulation
Your text here Your text here Your text here Your text here Your text here Your text here
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15. Industry Analysis- SWOT Analysis 15
Threats
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Strengths
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Weaknesses
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Opportunities
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it to your needs and capture your
audience's attention.
S W
TO
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16. 16
Valuation of Equity
Securities
Net Asset Value Method
Maintainable Profit Method or Discounted
Cash Flows Method
Comparable Company Market Multiple
Price / Earnings multiple
Market Cap/ Sales Multiple
Industry Valuation Benchmarks

17. Valuation of Equity Securities - Discounted Cash Flow Method 17
Calendar Years Ending December 31, Year 1 Year 2 Year 3 Year 4 Year 5
(S in thousands)
EBITDA 6756 4343 5456 5656 65252
Less: D&A 4412 8987 5464 4541 5213
EBIT 6857 5474 6321 8361 45412
Less: Taxes (35%) 7565 5898 6322 4531 4545
Tax Adjusted EBIT 8097 5452 9853 7584 7584
Plus: D&A 6535 4253 5322 9532 6523
Less: Capital Expenditure 1023 1750 4521 45533 6550
Less: Change In Net Working Capital 542 454 215 451 455
Unlevered Free Cash Flow 4512 4542 6265 6523 7542
Perpetuity Growth Rate Approach
Discount Rate 12% 13%
Perpetuity Growth 6% 3% 9% 5% 3%
Terminal Unlevered FCF* $5589 $9869 $9656 $6589 $6899
Terminal Value $48948 $96979 $56665 $6589 $35696
Projected Free Cash FlowDCF Valuation
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18. Financial Statement Analysis - P&L Statement (Tabular Form) 18
All Figures in USD MM Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Net Sales 1,543.1 8,978.0 9,977.5 6,766.6
Other Income 3.0 6.9 21.8 61.8
Total Income 2,347.2 9,891.9 9,898.3 7,768.4
Expenses
Total Material Consumed 1,432.5 1,784.7 2,087.2 2,200.4
Employee Benefit Expense 43.1 788.4 785.6 878.5
Other Expenses 87.2 767.3 875.6 299.7
EBITDA 671.3 981.6 786.9 761.8
% EBITDA 45.3% 17.8% 83.4% 22.3%
Depreciation Expense 67.4 45.8 80.0 69.3
Financing Cost 98.9 108.8 568.1 763.9
Profit Before Tax 877.0 678.9 66.8 768.5
Taxes 4.0 -0.8 638.8 100.8
Profit After Tax 672.0 677.7 760.0 787.7
% PAT 9.5% 9.2% 11.0% 9.6%
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19. 19
All Figures in USD MM Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Shareholders‘ Equity 455.8 2,074.8 5,444.6 3,65.4
Non–current Liabilities 422.0 448.2 443.5 454.0
Short–term Borrowings 654.8 442.7 414.6 1,603.8
Trade Payables 542.9 548.9 440.4 543.7
Other Current Liabilities 5.9 546.3 429.5 372.6
Short Term Provisions 51.4 6.2 45.0 28.0
Current Liabilities 540.1 1,285.0 1,545.5 2,45.1
Total Liabilities 2,672.9 5,3521 8,7631 3,6126
Balance Sheet (Tabular Form)
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20. 20
Total Fixed Assets 763.2 2,024.6 3,889.5 8,781.3
Non–Current Investments 57.9 76.8 95.5 37.6
Long Term Loans and Advances - 11.0 63.4 234.8
Other Non–Current Assets - 13.8 - -
Current Investments - - - 44.9
Inventories 351.3 541.3 471.3 1,215.8
Trade Receivables 254.6 425.1 426.1 1,014.3
Cash and Bank Balances 93.0 89.5 122.2 418.8
Short–term Loans & Advances 75.8 469.1 76.9 131.6
Other Current Assets 8.9 1.0 6.3 3.4
Current Assets 440.5 1,425.1 1,458.8 2,427.8
Total Assets 1,282 2,583.646 2,720.3 5,529
Balance Sheet (Tabular Form)
All Figures in USD MM
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21. Company Cash Flow Statement (Tabular Form) 21
FY12 FY13 FY14 FY15
Cash Flow From Operations 8,194 6,466 3,451 7,758
Cash Flow From Investing
Activities
577 757 755 1,210
Cash Flow From Financing
Activities
757 447 746 775
Change In Cash & Cash
Equivalents
1,457 2,873 1,780 2,456
All Figures in USD MM
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22. Issues in
Efficient Markets
22
Major Efficient Market Issues
o Your text here
o Your text here
Basic View Of Technical Analysis
o Technical Analysis Types
o Your text here
Investments in Special Situation
o Your text here
o Your text here

23. Major Efficient Market Issues 23
Transactions Cost related to
exchange of goods and services
overcome market imperfections.
Issue 1
U.S. market interest rates spreads for
high-yield and emerging market bonds
remain very compressed by historic
standards
Issue 3
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Issue 5
Regulatory Restrictions that
are subject to control and
guidelines for efficient market
Issue 2
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audience's attention.
Issue 4

24. Technical Analysis Types 24
Chart Patterns Technical Indicators
o Identify areas of support and resistance on a chart by looking at specific
patterns
o Your text here
o Your text here
o Technicians apply various mathematical formulas to prices and volumes
o Your text here
o Your text here
o Add chart patterns methodologies here
o Your text here
o Your text here
o Add technical indicators methodologies here
o Your text here
o Your text here
Key Result Areas
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25. Investments in Special Situation 25
Situation 1 Situation 2 Situation 3 Situation 4
Cash Payouts
/Acquisitions
Large number of companies
eventually acquire for a
premium by a competitor
Company Breakups
And Spinoffs
Part of a larger company that
is made to stand on its own as
a corporate entity
Litigation
Time
Market tends to undervalue litigated
assets
Distressed Debt
Investing
Financial instruments issued by a
company that is near to or
currently going through
bankruptcy
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26. Fixed-income and
Leveraged Securities
26
Convertible Securities & Warrants
o Types of Convertible Securities
o Options Analysis
o Different Warrant Categories
o Warrants Summarization Overview
Bond Valuation
o Bond Valuation Estimation
o Bond Valuation Analysis
Duration & Reinvestment
o Duration of a Bond
o DividendInterest Reinvestment Risk Table
Bond and Fixed-Income Securities
o BondsFixed Income Securities Overview
o Top Performing Bonds

27. List of Bond & Fixed Income Securities 27
Types of Bond
Securities Your Text Here
Treasury Bonds Your Text Here
U.S. Government Bonds Your Text Here
Investment-Grade Corporate Bonds Your Text Here
High-Yield Corporate Bonds Your Text Here
Foreign Bonds Your Text Here
Mortgage-Backed Bonds Your Text Here
Municipal Bonds Your Text Here
Types of Fixed Income
Securities Your Text Here
Fixed Deposit Your Text Here
Recurring Deposit Your Text Here
Treasury Bills Your Text Here
Certificates of Deposit Your Text Here
Commercial Paper Your Text Here
Post Office Monthly Income Schemes Your Text Here
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28. TOP PERFORMING BONDS 28
Security Holding Period Return Class
Bond 1 52.21% Government fixed rate
Bond 2 38.14% Government inflation linked (CBI)
Bond 3 22.13% Corporate investment grade fixed rate
Bond 4 64.08% Corporate investment grade inflation linked (CBI)
Bond 5 51.16% Corporate investment grade inflation linked (IAB)
Bond 6 82.11% Corporate high yield / unrated fixed rate
Bond 7 32.12% Floating rate note
Bond 8 44.21% USD fixed rate
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29. Bond Valuation Estimation 29
Time
(in years)
Cash Flows on
Dollar Bond ($)
Present Value
($)
Cash Flows on Yen
Bond (yen)
Present Value
(yen)
2 0.8 0.5614 80 76.43
4 0.7 0.3498 80 45.46
3 0.7 0.5782 80 25.24
5 2.1 6.8944 2,200 2,641.20
6 1.6 4.4729 287 43.67
Total - 5,626.2953 2,727 2,832
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30. Bond Valuation
1 Settlement Date 23/7/2015
2 Maturity Date 24/7/2035
3 First Call Date 3/7/2021
4 Coupon Rate 8.00%
5 YTM 7.00%
6 Face Value $3,600.00
7 Call Price $4,070.00
8 Add Text Here 8
9 Add Text Here 16
10 Add Text Here 4
Return Measures
1 Current Yield 8.56%
2 Yield to Maturity 11.00%
3 Add Text Here 5.00%
Bond Valuation Analysis 30
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31. Bound Duration 31
Period Cash Flow($)
Period x Cash
Flow($)
PV of $1 5%
Present Value of The
Cash Flow($)
1 60 60 0.553 65.62
2 60 200 0.65 32.70
3 60 250 0.653 132.58
4 60 300 0.865 356.54
5 60 350 0.736 652.88
6 1,060 7,400 0.468 5,652.16
Total 360 1,350 $6,892.48
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32. DividendInterest Reinvestment Risk Table 32
Market Interest Rate Investment Horizon Dominance of Risk
Rate Holding Period > Maturity Period Reinvestment Risk Dominates Interest Rate Risk
Increase Holding Period < Maturity Period Interest Rate Risk Dominates Reinvestment Risk
Decrease Holding Period > Maturity Period
Interest Rate Risk Dominates Reinvestment Risk
Decrease
Holding Period < Maturity Period
Reinvestment Risk Dominates Interest Rate Risk
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33. Options Analysis 33
Name Common Preferred A
Preferred A
Convertibles
Options Total
Founder 1 6,000,000 5,00,000 6,50,0000
Add Text Here 7,600,000 7,600,000
Investor A 2,600,000 2,600,000
Add Text Here 3,250,000 700,000 3,950,000
Add Text Here 4,300,000 4,300,000
Employee X 160,000 160,000
Add Text Here 260,000 260,000
Add Text Here 300,000 300,000
Unissued Options 700,000 700,000
Total 12,600,000 10,150,000 700,000 1,920,000 22,185.000
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34. Types of Convertible Securities 34
Convertible
Securities
Types
01
02
03
04
05
06
Convertible Bond
Convertible Preferred Stock
WarrantRight Issue
Add Security Here
Capital Note
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35. 35Different Warrant Categories
Add text Here
Equity Warrant
Covered Warrant
Detachable Warrant
Wedded warrant
Naked Warrant
0205
0106
04 03
Different
Warrant
Categories
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36. 36
Different Warrant
Categories
Detachable Warrant01
Wedded warrant02
Naked Warrant03
Covered Warrant04
Equity Warrant05
Add text Here06

37. Warrants Summarization Overview 37
Warrants Overview Warrant A Warrant B AIG Warrant
Warrant Strike Price $16.50 $39.92 $44.00
Warrant Price $9.16 $0.66 $19.81
Warrant Expiration Date March 16, 2026 January 24, 2022 December 24, 2018
Time until Expiration
(Years)
6.89 5.65 6.30
Stock Price $17.67 $16.65 $62.78
Breakeven Price $32.54 $42.45 $65.46
Add Text Here $35.87 $26.87 $64.12
Book Value Per Share $20.34 $20.34 $80.76
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38. Derivative
Products
38
Put and Call Options
o Put and Call Options
o Put and Call Options Time Value
Stock Index Futures & Options
o Stock Indexes Comparison Table
o Add Text Here
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39. Put and Call Options 39
Call Market Option Put
• Buy
• But Call
• Sell Put
• Buy Call Spread
• Sell Put Spread
Bullish
Very
Somewhere
Buy
• Sell Options
• Sell Option Spreads
• Do Nothing
Neutral Do Nothing
• But Put Spread
• Sell Call Spread
• Buy Put
• Sell Call
• Sell
Bearish
Somewhat
Very
Sell
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40. Put and Call Options Time Value 40
Calls Puts
Total
Value
Time
Value
Intrinsic
Value
Strike
Price
Intrinsic
Value
Time
Value
Total
Value
2 2 1 90 11 2 12
4 2 1 86 6 5 7
7 5 1 100 10 3 5
11 6 6 200 1 1 6
12 4 4 215 6 3 0
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41. Stock Index Futures and Options 41
Contract Ticker Symbol Futures Options Globex
E-mini S&P 500 ES X X X
S&P 500 SP X X X
E-mini NASDAQ-100 NQ X X X
Add Text Here YM X X X
E-mini S&P Midcap
400
EMD X X X
Add Text Here NIY X X X
Nikkei 225 (Dollar) NKD X X X
E-mini S&P 500 ES X X X
S&P 500 SP X X X
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42. Stock Indexes Comparison Table 42
Notional Value/ Volume (‘000 USD) Volume/ Open Interest (No. of Contracts)
Index Options Index Futures Index Options Index Futures
Korea Exchange 5.2 156.3 2,742 894
Australia Exchange 5.6 136.2 47 34
China Financial Futures Exchange 7 156.8 n.a. 859
Hong Kong Exchange 2.3 95.8 44 537
National Stock Exchange of India 4.6 85.6 587 541
Bombay Stock Exchange 25.6 44.2 5,862 654
Your Text Here 6.2 42.7 88 785
TAIFEX (Taiwan) 9.2 n.a. 82 980
Chicago Board Options Exchange 12 42.9 564 n.a.
You Text Here 6 20.1 29 540
London Stock Exchange Group 9.2 26.9 66.7 55
World Total 5.2 55.1 67 748
Korea Exchange 0.5 122.6 2,681 454
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43. Broadening The
Investment
Perspective
43
Mutual Funds
o Mutual Funds Investment Criteria
Overview
o Top 5 Mutual Funds to Invest in
2018-19
Investments in Real Assets
o Diversified Real Assets Classification
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audience's attention
International Security Markets
o International Security Markets
Highlights
o Recent Global Security Market Trends
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44. International Security Market Highlights
Market Growth
The global physical security market is
expected to grow at a CAGR of more than
17% from 2018-2022
Market Trend
Integration of IoT in
physical security
Market Driver
Increase in domestic and
international security threats
44

45. Recent Global Security Market TrendsBehavior 45
Global Growth to
Remain in
Autopilot
Inflation to Make a
Comeback - but Only
in the Us
Monetary Stimulus
to Become Less
Prevalent
Add Text
Here
Geopolitical
Risks
Reduced
Reward For Risk
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46. Mutual Funds Investment Criteria Overview 46
Equity Balanced Fixed Income Money Market
Investment 75%-90% invested in stocks 100% in fixed-income securities 100% in fixed-income securities
100% in short term fixed-income
securities
Average Annul Return
15%-20% Medium risk, Higher
risk compared to other Mf types
6%-10% 6%-10% 1%-2%
Risk For aggressive investors
Medium Risk, Lower risk
compared to other MF types
Medium Risk, Lower risk
compared to other MF types
Medium Risk, Even Lower risk
compared to other MF types
Investors
Ideal for long term growth
(5 years or more)
For conservative investors For conservative investors For conservative investors

47. Top 5 Mutual Funds to Invest in 2018-19 47
Mutual Fund
Crisil
Rank
Value
Research
Rating
(out of 5)
Assets under
Management
(in SMM)
1 Month 3 Month 1 Year 3 Years 5 Years
Franklin Build
India Fund
Rank-3 5 Star 23 -2% 2% 11% 25% 27%
L&T
Infrastructure
Fund
Rank-1 5 Star 27 -6% 2% 65% 98% 25%
Kotak Infras. &
Eco Reform Fund
Rank-2 4 Star 33 -8% 2% 89% 65% 23%
Aditya Birla SL
Infrastructure
Fund
Rank-3 4 Star 63 -6% -2% 26% 12% 21%
IDFC Infra Fund Rank-2 4 Star 203 -6% -2% 44% 19% 19%

48. Investments in Real Assets 48
Expected Return Potential Inflation SensitivityDiversification Potential
Real Estate
Commodities
Natural Resource
Equities
Infrastructure
Diversifies Real
Assets Blend
Low High
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49. Diversified Real Assets Classification 49
Annual Returns 7.0% 9.1% 7.1%
Volatility (Standard
Deviation)
9.5% 8.2% 8.9%
Sharpe Ratio 0.34 0.51 0.64
0% 15%
70%
30%
Bonds
15%
40%
45%
Stocks
24%
38%
38%
Diversified Real Assets
30%
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DIVERSIFIED REAL ASSETS
Bonds
Stocks
Diversified Real
Assets

50. Risk & Return
Analysis
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R i s k a n d R e t u r n o f P o r t f o l i o M a n a g e r s ( T a b u l a r F o r m )
50

51. Risk and Return of Portfolio Managers (Tabular Form) 51
Security A Risk (%) 9 5 15 7 18
Security A Return (%) 11 7 5 14 18
Security B Risk (%) 16 4 8 13 -6
Security B Return (%) 10 -5 18 7 13
2014 2016 20172015 2018
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52. 52
KPI &
Dashboard
KPI Dashboard
o Portfolio Management Dashboard
o Portfolio Management Dashboard
o Portfolio Management Security
Allocation Dashboard
KPI Metrics
o Portfolio Management KPI’s
o Portfolio Investment Management
KPI’s
o Your Text Here

53. Portfolio Management Dashboard 53
Net Worth Allocations Sectors Regions
Holdings Net Flows Transactions
Jan-18
Feb-18
Mar-18
Apr-18
May-18
Jun-18
Jul-18
Aug-18
Sep-18
Oct-18
Nov-18
Dec-18
25%
24%
16%
13%
11%
11%
Technology
Energy
Healthcare
Financials
Material
Industrial
35%
26%
39%
Equity
Fixed
Income
Alternatives
EMEA
America
ACAP
50%
37%
13%
QNA +3,25%
C +2,64%
DUAL +1,91%
BWT -3,26%
TARH -0,89%
VNK -1,01%
-5$
0$
5$
10$
15$
2014 2015 2016 2017 2018
Alternatives Equity Fixed Income
2018-11-26 In Payment Transfer +$200,000
2018-11-24 Sell Shares +$875,422
2018-11-16 Purchase Bonds -$825,220
2018-11-09 Sell Bonds +$522,347
2018-11-04 Out Payment Transfer -$550,000
2018-11-01 Purchase Shares -$718,751

54. Portfolio Summary Management Dashboard 54
Portfolio Name Portfolio Owner Health Budget Used Budget #Projects
Facilities Upgrade Thomas Beddov 2.65M 825.00K 4
Human Capital Initiatives Thomas Beddov 3.47M 752.00K 5
Insurance Biz Thomas Beddov 4.92M 4.70M 4
Internal Activities Portfolio Thomas Beddov 1.57M 2.42M 3
IT Long Haul Thomas Beddov 3.17M 428.67K 10
Operational Excellence Thomas Beddov 5.22M 7.74M 2
Product Engineering Thomas Beddov 4.45M 2.20M 2
Strategic Initiatives Thomas Beddov 3.22M 7.45M 8
Project Summary Portfolio Budget
Allocated Budget
Across Portfolios
34.67M
Used Budget
Percentage
45%
Used Budget
Across Portfolios
11.45M
Estimated Cost
Across Portfolios
10.42M
Actual Cost Across
Portfolios
6.65M
Product
Engineering
1500200
1900044
1800041
2000045
2100012
2500023
3500002
4600001
Facilities
Upgrade
Human
Capital
Insurance
Biz
Internal
Activities
Portfolio
IT Long Haul
Operational
Excellence
Strategic
Initiatives

55. Portfolio Management Securities Allocation Dashboard 55
Total Current Allocation ETF (%)
Stocks $13,564.87 (66.8%)
US Large Company Stocks - Fundamental $5,564.62
Us Large Company Stocks $3,156.75
Fixed Income $4,546.36 (18.24%)
US Corporate High Yield Bonds $2,235.45
Fixed
Income
Commodities
Cash $15
$35
$20
$30
Stocks
My
Portfolio
$14,351.76
Portfolio Criteria 2 Criteria 3 Criteria 4 Profile

56. 56
Portfolio
Management KPI’s
Allocated Budget Across Portfolios
36.89M
Used Budget Percentage
30%
Used Budget Across Portfolios
12.46M

57. Portfolio Management Investment Allocation KPI’s 57
4,757,000
-2.7%
45,340
-1.3%
1.5%
0.3%
1.4%
20.9%
49
0.7%
89%
-2.6%
10
-2.3%
20
-1.7%
My Portfolio
Portfolio
Summary
Vs Previous
Month
Net
Allocations
Vs Previous
Month
Current
Allocations
Vs Previous
Month
Holdings
Vs Previous
Month
Used
Budget %
Vs Previous
Month
% Returns
Vs Previous
Month
Add Criteria
Here
Vs Previous
Month
Add Criteria
Here
Vs Previous
Month
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58. 58Funds Analysis Icons Slide

59. Time for a 15 Minutes
COFFEE BREAK
59

60. 60
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61. 61
Our Team
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62. About Us
Target Audiences01
Preferred by Many02
Values Client03
Premium Services04
62

63. Financial 63
40%
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64. Some of the brightest
minds in the country can
be found on the last
benches of the classroom.
Dr. APJ Abdul Kalam
64

65. Mind Map
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65
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66. Venn 66
01
02
03
04
05
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67. 67
CREAT VE
DEA

68. 68Clustered Bar Chart
0 20 40 60 80 100
2014
2015
2016
2017
2018
1. Product
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69. Area Chart 69
0%
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60%
70%
80%
90%
100%
DecNovOctSepAugJulJunMayAprMarFebJan
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70. 70Pie Chart
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71. 71
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