The document discusses various topics related to analyzing risk and return of investment portfolios, including: 1) Analyzing the historical risk and return of a company's assets over time periods and comparing the performance of stocks, bonds, and treasury bills. 2) Measuring the risk and return of portfolio managers using graphical and tabular representations and comparing risk and return based on the proportion of stocks and bonds in a portfolio. 3) Discussing strategies for portfolio monitoring and rebalancing, including measuring stock volatility, analyzing portfolio returns, calculating asset betas, and determining portfolio value at risk.

1. Market
Risk and
Return
Your Company Name

2. Content2
Investment strategies of predefined portfolios
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Analyze historical company’s asset
• Risk & return of company's assets YOY
• Risk & return analysis over a time period
• Risk & return of stocks, bonds & T-bills
Impact of risk
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Ranking the passive income streams
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Risk and return measurement
• Risk and return of portfolio managers ( Graphical form)
• Risk and return of portfolio managers ( Tabular form)
• Risk & return W.R.T proportionate investment in stocks & bonds
Portfolio monitoring and rebalancing
• Measuring stocks volatility (risk)
• Portfolio return analysis
• Calculating asset beta
• Portfolio value at risk

3. Content3
Investment strategies of predefined portfolios
• Text Here
• Text Here
• Text Here
Analyze historical company’s asset
• Risk & return of company's assets YOY
• Risk & return analysis over a time period
• Risk & return of stocks, bonds & T-bills
Impact of risk
• Text Here
• Text Here
• Text Here
Ranking the passive income streams
• Text Here
• Text Here
• Text Here
Risk and return measurement
• Risk and return of portfolio managers ( Graphical form)
• Risk and return of portfolio managers ( Tabular form)
• Risk & return W.R.T proportionate investment in stocks & bonds
Portfolio monitoring and rebalancing
• Measuring stocks volatility (risk)
• Portfolio return analysis
• Calculating asset beta
• Portfolio value at risk

4. Portfolio Variance
Portfolio Invest (Weight) 15% 20% 12% 36% 17%
Year Stock A Stock B Stock C Stock D Stock E
1 22.46% 12.55% 20.35% 8.75% 16.65%
2 -6.55% -2.49% 4.95% 4.18% 2.21%
3 6.02% 0.06% 1.72% 9.98% 1.35%
4 -5.78% -3.51% 10.72% -1.75% 2.95%
5 -0.18% -6.25% 1.95% 2.17% -3.50%
6 -3.35% -1.05% -3.95% -5.08% -9.45%
7 -9.15% -10.81% -8.48% -0.35% 7.85%
8 -5.35% -10.45% -18.65% 19.68% -11.37%
9 10.74% 15.62% 15.26% 13.15% 15.58%
Average 1.56% -0.55% 3.85% 1.25% 2.06%
St. Dev 11.75% 9.56% 14.25% 9.45% 9.09%
Annual Return 21.15% -9.53% 65.45% 15.68% 25.11%
Risk & Return of Company’s Assets YoY4
Capture the
return of each
individual asset
with an offsetting
investment

5. Risk & Return Analysis Over a Time Period5
Time Period
1Year 3 Years 5 Years 7 Years 10 Years 12 Years 15 Years
Yearly Rolling Return Observations 38 36 34 32 29 27 24
Negative Return Observation 12 6 4 3 1 0 0
Loss Probability(%) 32 17 12 9 3 Nil Nil
Median Return(%) 14 13 14 17 18 15 14
Average Return(%) 23 18 17 17 16 17 15
Max Return(%) 252 80 52 43 34 34 27
Minimum Return(%) -45 -15 -5 -2 -2 3 7
Standard Deviation(%) 50 20 14 11 8 7 5
This is a tabular
representation of
the financial
assets over certain
time period. You
can alter the table
as per need.

6. 6
Risk&Returnof
Stocks,Bonds&T-Bills
Portfolio 1 Portfolio 2 Portfolio3
Stocks 50% Stocks 45% Stocks 40%
Bonds 40% Bonds 35% Bonds 30%
T-Bills 10% T-Bills 10% T-Bills 10%
Text Here Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here Text Here
Text Here Text Here Text Here Text Here Text Here Text Here
Return 10.7% Return 11.1% Return 11.5%
Volatility 10.9% Volatility 10.6% Volatility 10.5%
The below
comparison
demonstrates the
alternate portfolio that
outperforms the
traditional
portfolio.You can
modify the table as
per need.

7. 7
Investment
Strategies of
Predefined
Portfolios
Interest
Bond
Balanced
Large Cap Value
Index Equity
Large Cap Blend
Large Cap Growth
Mid Cap Value
Mid Cap Growth
International Value Equity
International Growth Equity
Small – Cap Equity -Core
Conservative
Portfolio
Moderate Portfolio
Aggressive Portfolio
RETURN
RISK
PREDEFINDED PORTFOLIOS
INVESTMENT STRATEGIES
Below is the graph
which can be use to
list down all the
investment strategies
based on the type of
portfolios.

8. Risk And Return of Portfolio Managers (Graphical Form) 1/28
-45%
-43%
-41% -39%
-37%
-34%
-28%
-30%
-23%
-16% -14%
60.2%
55.7%
52.4%
48.8%
45.3%
41.8%
38.7%
34.6%
30.6% 29.6%
25.4%
10%90%100% 0% 25%75% 35%65% 50%50% 55%45% 60%40% 70%30% 100% 0%40%60%
Your asset
allocation
Highest
annual gain
Worst
annual loss
BondsStocks
90%20%
The slide measure the
annual return for
company’s assets with
the percentage
composition of
allocation.

9. Risk and Return of Portfolio Managers (Graphical Form) 2/29
Range
28%
Index Return
Underperforming Stock Relative Return
Outperforming Stock Relative Return
Size of Return Differential
32
41
28 31
25 28
-11 -13
1
-
-9
-21
21
28
28 26
16
7
2014 2015 2016 2017 2018 2019
Analyse the return
value of portfolios on
the level of index
return.

10. Risk and Return of Portfolio Managers (Tabular Form)10
Diversifiable Risk
Asset Allocation
1-Jan-2018 31- Dec-2018
ReturnAmount
Invested($)
Shares Stock Price($) Shares Stock Price($) Earnings/Losses($)
US Stock 1
60%
15,000 600 20 600 15 9,000 -40%
US Stock 2 15,000 600 22 600 18 10,800 -28%
US Stock 3 15,000 600 28 600 29 17,400 -16%
US Stock 4 15,000 600 30 600 22 13,200 -12%
Developed
25%
4,000 300 8 300 15 4,500 13%
Developed 4,000 300 8 300 11 3,300 -18%
Developed 3,000 250 9 250 13 3,250 8%
Developed 3,000 250 9 250 17 4,250 42%
Developed 2,500 250 9 250 11 2,750 10%
Developed 3,000 250 9 250 19 4,625 54%
Developed 2,000 300 9 300 19 5,595 180%
Developed 2,500 260 10 260 24 6,240 150%
EMEA
15%
3,000 400 11 400 22 8,800 193%
EMEA 2,000 250 12 250 17 4,250 113%
EMEA 2,000 250 13 250 16 4,000 100%
EMEA 3,000 350 11 350 18 6,300 110%
EMEA 6,000 400 16 400 20 8,000 33%
Portfolio Value $100,000 $116,260 16.26%
The template is
tracking the record of
fund investment with
the return value and
percentage
composition of stock
holding in portfolio.
Make the adjustment
to values as per need.

11. 11
Risk & Return W.R.T Proportionate
Investment in Stocks & Bonds
Stocks
Bonds
Risk
100% Stocks, 0% Bonds
Minimum Risk:
70% Stock, 30% Bonds
Reward
55% Stock, 45% Bonds
35% Stock, 65% Bonds
30% Stock, 70%Bonds
Maximum Risk:
0% Stocks, 100% Bonds
Define the different
financial investment
portfolio on the level
of risk and reward.
You can use it as per
need.

12. Measuring Stock Volatility (Risk)12
PTCIX 550 $11.43 $6,286.50 2.84 $17,853.66
VTTVX 300 $12.27 $3,681.00 1.1 $4,049.10
VGSNX 600 $8.97 $5,382.00 0.63 $3,390.66
FGCKX 250 $72.44 $18,110.00 1.23 $22,275.30
FLCEX 800 $9.62 $7,696.00 1 $7,696.00
Total: $41,155.00 Total: $55,264.72
Portfolio Beta 1.3428271
Fund # of Shares Cost/Share Value Beta Value x Beta
Measure the beta
value of each fund
with the cost/share of
each asset

13. Portfolio Return Analysis13
Jan-2015 4.11% 2.51% 1.25% 0.45 2.20%
Feb-2015 2.25% 2.65% Text Here Text Here Text Here
Mar-2016 3.28% 1.58% Text Here Text Here Text Here
Apr-2015 5.05% 3.74% Text Here Text Here Text Here
May-2015 1.84% 0.22% Text Here Text Here Text Here
Jun-2017 0.81% -3.56% Text Here Text Here Text Here
Jul-2015 1.52% -3.88% Text Here Text Here Text Here
Aug-2017 2.99% 1.65% Text Here Text Here Text Here
Sep-2015 4.74% 4.21% Text Here Text Here Text Here
Oct-2016 3.99% 2.11% Text Here Text Here Text Here
Nov-2015 3.21% 3.89% Text Here Text Here Text Here
Dec-2018 5.69% 4.12% Text Here Text Here Text Here
Average 3.29% 1.60%
Date Portfolio Return Market Return Risk Free Rate (Rf) Beta Alpha
Measure the average
portfolio return and
Avg. market return
with the value of alpha
and beta, given the
level of risk
undertaken in
portfolio.

14. Calculating Asset Beta14
Stock 1 1.21 35% 524 2,542 21% 1.07
Stock 2 1.08 33% - 15,298 0% 1.08
Stock 3 0.87 28% (255) 3,275 -8% 0.92
Stock 4 1.58 34% 785 1,027 76% 1.05
Stock 5 1.35 30% 1,027 9,217 11% 1.26
Average 1.22 32% 416 6,272 20% 1.07
Median 1.21 33% 524 3,275 11% 1.07
Equity -> Asset Beta
Levered Beta Equity Beta Tax Rate Net Dept ($M) Equity ($M) Debt/Equity Asset Beta
The slide provide the
composite measure of
portfolio’s
performance that also
include average and
median value. You
can modify the table
as per need.

15. 15
PortfolioValueatRisk
Mkt Value
Portfolio
Weight(%)
Active
Weight (%)
Portfolio
risk
Port risk
contribution
Correlation
Port risk
contribution
(%)
Portfolio
Value-At-
Risk($)
9,872,378,620 100% 0% 14.79 14.79 1.00 100% 693,379,355
Equity 6,180,148,506 _ 3.20% 22.67 14.14 0.996 _ 665,341,708
Fixed
Income
2,635,925,092 _ -13.90% 4.29 0.04 0.031 _ 53,679,517
Private
Real Estate
542,948,245 5.50% 5.50% 13.47 0.50 0.679 3.40% 34,726,130
Hedge
Fund
394,888,234 4.00% 4.00% 4.67 0.12 0.622 0.79% 8,753,434
Cash 118,468,543 1.20% 1.20% 0.00 0.00 0.000 0.00% 0
The template give the
broad summary of
company’s financial
assets with the
estimate of risk
measure and market
value.

16. Ranking the Passive Income Streams16
Private Equity 4 7 4 2 10 27
Real Estate 5 8 7 3 6 29
Certificates of Estate 10 1 10 3 10 34
Fixed Income/Bonds 4 5 10 8 9 36
P2P lending 7 7 9 6 8 37
Real Estate Crowdsourcing 7 9 6 6 10 38
Dividend Investing 7 6 10 8 9 40
Creating Your Own Products 10 8 8 8 8 42
Score Methodology: 1 – 10, with 10 being the least risky, highest return, most feasible, most liquid and least amount of activity required
Passive Income Source Risk Return Feasibility Liquidity Activity
Total
Score
The following table
shows the five factor
to rank the passive
income of the
organisation. Use the
table as per need.

17. Impact of Risk17
Interest Rate Risk- Debt Debt Changes in interest rate environment
Interest Rate Risk - Assets Investments Changes in interest rate environment
Investment Risk (Equities) Investments Changes in investor sentiment
Credit Provider Risk Debt Provider rating downgrade
Renewal/Refinancing Risk Debt Changes in lending appetite
Operational Risk EBITDA Variability in operating performance
Basis Risk Swaps Imperfect hedge
Remarketing/Put Risk Debt Market conditions, enhancer downgrade
Mark to Market Risk Swaps Changes in interest rate environment
Counterparty Downgrade Risk Swaps Swap counterparty downgrade
Impact CauseRisk

18. Additional Slides
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19. 19
Our Mission
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Our Mission
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Our Vision
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Our Goal

20. Comparison20
Female
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60%
40%
80%
20%

21. Quotes
21
The value of an Idea Lies
In the using of it.”
Thomas Edison
Motivation is man
your Dreams put on
work clothes.
Benjamin Franklin
I’m Conservative, but I’m
not a nut about it.
George W. Bush

22. Post It22

23. Bulb or Idea
23
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24. Values Client
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Target Audience
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Creative
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Aboutus

25. 25
Our Team
Name here
Designation
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Timeline
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28. Address
# street number, city, state
Contact Number
0123456789
Email Address
emailaddress123@gmail.com
Thank You
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