Examine the components of investment management with our content ready Portfolio Analysis PowerPoint Presentation Slides. The topic-specific investment strategies PowerPoint complete deck has various content ready PPT slides such as introduction to investments, objectives of portfolio management, types of investment, market scenario overview investment instruments, securities portfolio, analysis and valuation of equity securities, industry analysis PESTEL, SWOT analysis, discounted cash flow method, financial statement analysis, company cash flow statement, investment in special situations, fixed income and leveraged securities, bond valuation system, reinvestment risk table, type of convertible securities, options analysis, warrants summarization overview, derivative products, put and call options, stock index futures and options, stock indexes comparison table, broaden the investment perspective, international security market highlights, global market trends, mutual funds investment criteria overview, investment in real estate, diversified real estate classification, KPIs and dashboards, etc. Download this visually appealing easy to use financial management PPT slide to showcase factors of investing. Bedeck your ideas with our Portfolio Analysis PowerPoint Presentation Slides. Your audience will get glued onto them.
2. 2
Manage a portfolio of financial
instruments and cash funds
for a particular investor.
01
To achieve Client’s investment
objectives through an
individual approach.
02
To analyse and provide
information about multiple
securities.
03
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AGENDA
3. Table of Content
Broadening the
investment
perspective
2
Derivative products
1
Risk & return
analysis
3 4
KPI & dashboards
Introduction to
investments
6
Analysis and
valuation of equity
securities
5
Issues in efficient
markets
7
Fixed-income and
leveraged
securities
8
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4. 4
Objectives of Portfolio Management
Your objectives here
Types of Investment
Detailed Investment Options
Market Scenario Overview
Statistics and Market Size
Current Industry Threats and Opportunities
Investment Instruments
Fund Categorization and Risk Involved
Top Performing Securities in our Portfolio
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Introduction
to Investments
5. Types of Investment - Detailed Investment Options
Autonomous
Investment
› Investment which does
not change with income
level
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Induced
Investment
› Investment which change
with change in income
level
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Financial
Investment
› Investment made in
buying financial
instruments
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Real
Investment
› Investment made in new
plant and equipment
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Planned
Investment
› Investment made with a
plan in several sectors of
the economy
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Unplanned
Investment
› Investment done without
any planning
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Gross
Investment
› Amount spent for
creation of new capital
assets
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Net
Investment
› Gross Investment less
Capital Consumption
during a period of time
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5
7. Market Scenario Overview-Current Industry Threats & Opportunities
OPPORTUNITIES
Increasing disposable income drive industry trends
Shifting consumer preferences are driving change in
the industry
External Growth Opportunities (Mergers and
Acquisitions)
Internal Growth Opportunities (New markets, new
product)
THREATS
Lack of marketability of an investment
Security's issuer or the counter party may unable
to meet its obligation
Income generated by the securities held by mutual
funds may decline
Investment's value may change
7
9. Investment Instruments - Funds Categorization & Risk Involved
Liquid
funds
Very Low risk
Ultra- Short
Term Goals
Low risk
Short term
funds
Low risk
Corporate
bond funds
Medium risk
Very high risk
MIP with less
than 25% equity
Medium to high risk
Very high risk
Long term
bond funds
Medium to high risk
Very high risk
Long term G-
sec funds
Medium to high risk
Very high risk
Low risk
High risk
Less than
1 months
1-3 years
<1 years
6 months
to 3 years
1 to 9
months
>3 years
<3 years
>3 years
<3 years
>3 years
<3 years
01
02
03
04
05
06
07
9
10. Industry Analysis Porter’s 5 Forces
10
Bargaining Power
of Buyer (High)
› Very low quality
› Your text here
› Your text here
› Your text here
Barriers to Entry
(Low/Moderate)
› No Regulations
› Local Player
› Your Text Here
› Your Text Here
Competition
/Rivalry(High)
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Bargaining Power of
suppliers (High)
› Many suppliers
› Alternatives
› Your text here
› Your text here
Threat of Substitutes
(High)
› Many Substitutes
› High Segmentation
› Your Text Here
› Your Text Here
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11. Top Performing Securities in our Portfolio
High Average Low
Investors Portfolio Investment Percentage(%) Security Returns
Government Bonds
$2500 75
Mutual Funds
$1125 85
Stock
NamePortfolio 1
$6589 46
Stock
NamePortfolio 2
$4589 88
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12. 12
Analysis and
Valuation of Equity
Securities
Industry Analysis
› Porter’s 5 Forces
› PESTEL Analysis
› SWOT Analysis
Valuation of Equity Securities
› Discounted Cash Flow Method
Financial Statement Analysis
› P&L (tabular form)
› Balance Sheet (tabular form)
› Cash Flow Statement (tabular form
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13. Industry Analysis- PESTEL Analysis
› Health & Safety
› Policy Regulation
› Your text here
› Your text here
› Your text here
› Your text here
Legal
L
› Government Policy
› Foreign Policy
› Your text here
› Your text here
› Your text here
› Your text here
Political
P
› Economic Growth
› Interest rates
› Your text here
› Your text here
› Your text here
› Your text here
Economic
E
› Goods Production
› Changing Trends
› Your text here
› Your text here
› Your text here
› Your text here
Technological
T
› Career Attitudes
› Population Matrix
› Your text here
› Your text here
› Your text here
› Your text here
Social
S Environmental
E
› Pollution Check
› Healthy Hazards
› Your text here
› Your text here
› Your text here
› Your text here
13
14. Industry Analysis- Swot Analysis
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S W
O
T
14
15. ValuationOf
EquitySecurities
15
Maintainable Profit Method or Discounted
Cash Flows Method
Price / Earnings multiple
Industry Valuation Benchmarks
Net Asset Value Method
Comparable Company Market Multiple
Market Cap/ Sales Multiple
Equity Securities
Valuation Alternatives
16. Valuation of Equity Securities - Discounted Cash Flow Method
Calendar Years ending December 31, Year 1 Year 2 Year 3 Year 4 Year 5
(S in thousands)
EBITDA 6554 1198 11251 5656 45896
Less: D&A 4412 1222 41343 4524 1623
EBIT 7842 9676 6668 4546 11745
Less: Taxes (35%) 2745 3037 3359 3716 4111
Tax Adjusted EBIT 8097 5639 6239 6901 7634
Plus: D&A 1112 1222 5456 1476 1623
Less: Capital Expenditure 1750 1750 1750 1750 1750
Less: Change In Net Working Capital 318 350 384 423 465
Unlevered Free Cash Flow 2132 3256 6658 4598 7042
Perpetuity Growth Rate Approach
Discount Rate 11% 12%
Perpetuity Growth 5% 2% 8% 4% 2% 8%
Terminal Unlevered FCF* $6589 $5689 $2356 $6589 $6589 $6589
Terminal Value $46548 $54879 $25665 $6589 $45896 $36548
Projected Free Cash FlowDCF Valuation
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17. Financial Statement Analysis - P&L Statement (Tabular form)
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Net Sales 1,526.1 5,042.0 8,184.5 9,476.6
Other Income 3.0 6.9 21.8 61.8
Total Income 2,707.2 9,031.9 9,196.3 3,508.4
Expenses
Total Material Consumed 1,282.5 1,374.7 2,028.2 2,200.4
Employee Benefit Expense 92.1 128.4 155.6 226.5
Other Expenses 71.2 167.3 265.6 299.7
EBITDA 961.3 961.6 846.9 381.8
% EBITDA 15.3% 17.8% 23.4% 22.3%
Depreciation Expense 28.4 45.8 60.0 69.3
Financing Cost 66.9 128.8 198.1 273.9
Profit Before Tax 226.0 566.9 88.8 438.5
Taxes 4.0 -0.8 138.8 100.8
Profit After Tax 162.0 187.7 350.0 337.7
% PAT 9.5% 9.2% 11.0% 9.6%
All Figures in USD MM
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18. Balance Sheet (Tabular Form)
All figures in USD MM Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
Shareholders‘ Equity 659.8 2,067.8 5,294.6 3,632.4
Non–current Liabilities 835.0 548.2 913.5 689.0
Short–term Borrowings 569.8 722.7 850.6 1,603.8
Trade Payables 352.9 508.9 760.4 433.7
Other Current Liabilities 5.9 147.3 289.5 372.6
Short Term Provisions 21.4 6.2 15.0 28.0
Current Liabilities 820.1 1,285.0 1,785.5 2,438.1
Total Liabilities 2,760.4 3,678.1 4,316.3 5,730.4
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19. Balance Sheet (Tabular Form)
Total Fixed Assets 763.2 2,024.6 3,889.5 8,781.3
Non-Current Investments 46.9 66.8 94.5 26.6
Long Term Loans and
Advances
- 9.0 63.4 204.8
Other Non-Current Assets - 13.8 - -
Current Investments - - - 77.9
Inventories 641.3 991.3 881.3 1,215.8
Trade Receivables 477.6 605.1 996.1 1,061.3
Cash and Bank Balances 93.0 89.5 782.2 358.8
Short-term Loans &
Advances
75.8 169.1 76.9 131.6
Other Current Assets 8.9 1.0 6.3 3.4
Current Assets 830.5 1,595.1 1,978.8 2,747.8
Total Assets 2,760.4 8,998.1 6,416.3 4,730.4
All Figures in USD MM
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20. Company Cash Flow Statement (Tabular Form)
FY12 FY13 FY14 FY15
Cash Flow From
Operations
7,184 5,476 2,621 8,168
Cash Flow From
Investing Activities
566 781 888 1,210
Cash Flow From
Financing Activities
326 337 666 459
Change In Cash &
Cash Equivalents
1,017 1,303 1,490 1,836
All Figures in USD MM
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21. 21
Issues in Efficient
Markets
Major Efficient Market Issues
› Your text here
› Your text here
Basic View Of Technical Analysis
› Technical Analysis Types
› Your text here
Basic View Of Technical Analysis
› Your text here
› Your text here
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22. Major Efficient Market Issues
Issue 01
Transactions Cost related to
exchange of goods and
services overcome market
imperfections.
Regulatory Restrictions that
are subject to control and
guidelines for efficient
market
Issue 02
U.S. market interest rates
spreads for high-yield and
emerging market bonds
remain very compressed by
historic standards
Issue 03
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Issue 04
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Issue 05
22
23. Technical Analysis Types
KEY RESULT
AREAS
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Chart Patterns
› Identify areas of support and
resistance on a chart by looking
at specific patterns
› Your text here
› Your text here
› Your text here
› Your text here
Add chart patterns
methodologies here
› Your text here
› Your text here
› Your text here
› Your text here
Technical Indicators
› Technicians apply various
mathematical formulas to
prices and volumes
› Your text here
› Your text here
› Your text here
› Your text here
Add technical indicators
methodologies here
› Your text here
› Your text here
› Your text here
› Your text here
23
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Investments in Special Situation
Large number of
companies eventually
acquire for a premium
by a competitor
Part of a larger
company that is made
to stand on its own as
a corporate entity
Market tends to
undervalue litigated assets
Financial instruments
issued by a company that
is near to or currently going
through bankruptcy
Cash Payouts
/Acquisitions
Company
Breakups and
Spinoffs
Litigation
Time
Distressed
Debt
Investing
25. 25
Fixed-Income and
Leveraged
Securities
Convertible Securities & Warrants
› Types of Convertible Securities
› Options Analysis
Bond and Fixed-Income Securities
› BondsFixed Income Securities Overview
› Top Performing Bonds
Bond Valuation
› Bond Valuation Estimation
› Bond Valuation Analysis
Duration & Reinvestment
› Duration of a Bond
› DividendInterest Reinvestment Risk Table
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26. List of Bond & Fixed Income Securities
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
Fixed deposit Your Text Here
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27. Top Performing Bonds
Security Holding Period Return Class
Bond 1 22% Your Text Here
Bond 2 28% Your Text Here
Bond 3 13% Your Text Here
Bond 4 08% Your Text Here
Bond 5 16% Your Text Here
Bond 6 11% Your Text Here
Bond 8 22% Your Text Here
Bond 9 34% Your Text Here
Bond 10 48% Your Text Here
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28. Bond Valuation Estimation
Time
(in years)
Cash Flows on
Dollar Bond ($)
Present Value
($)
Cash Flows on Yen
Bond ($)
Present Value
($)
1 0.7 0.4513 70 67.43
3 0.6 0.2387 70 54.46
2 0.6 0.4671 70 52.24
4 9.0 6.7833 1,100 1,146.20
5 1.5 4.3618 176 34.76
Total - 12.3022 1486 1295.09
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29. Bond Valuation Analysis
29
BOND VALUATION
1 Settlement Date 22/6/2014
2 Maturity Date 22/6/2034
3 First Call Date 2/6/2020
4 Coupon Rate 7.00%
5 YTM 6.00%
6 Face Value $2,500.00
7 Call Price $3,060.00
8 Add Text Here 7
9 Add Text Here 15
10 Add Text Here 3
RETURN MEASURES
1 Current Yield 7.45%
2 Yield to Maturity 9.00%
3 Add Text Here 4.00%
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30. Bond Duration
Period Cash Flows ($)
Period X Cash
Flow ($) PV of $1 at 5%
Present Value of
the Cash Flow ($)
1 60 100 0.953 48.54
2 60 150 0.917 91.90
3 60 200 0.836 130.24
4 60 250 0.638 132.67
5 60 300 0.432 265.34
6 60 350 0.678 198.18
Total 360 1,350 - 766.87
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31. DividendInterest Reinvestment Risk Table
Market Interest Rate Investment Horizon Dominance
Holding Period > Maturity Period Reinvestment Risk Dominates Interest Rate Risk
Holding Period < Maturity Period Interest Rate Risk Dominates Reinvestment Risk
Holding Period > Maturity Period Interest Rate Risk Dominates Reinvestment Risk
Holding Period < Maturity Period Reinvestment Risk Dominates Interest Rate Risk
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33. Options Analysis
Name Common Preferred A
Preferred A
Convertibles
Options Total
Founder 1 5,000,000 4,00,000 5,400,000
Add Text Here 6,500,000 6,500,000
Investor A 1,500,000 1,500,000
Add Text Here 2,150,000 600,000 2,750,000
Add Text Here 3,200,000 3,200,000
Employee X 150,000 150,000
Add Text Here 250,000 250,000
Add Text Here 200,000 200,000
Unissued Options 600,000 600,000
Total 11,500,000 6,850,000 600,000 1,600,000 20,550,000
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35. Warrants Overview Warrant A Warrant B AIG Warrant
Warrant Strike Price $15.50 $31.92 $34.00
Warrant Price $8.16 $0.65 $19.81
Warrant Expiration Date March 15, 2020 February 24, 2019 December 14, 2022
Time until Expiration (Years) 5.89 5.65 5.30
Stock Price $16.67 $15.65 $61.78
Breakeven Price $22.54 $32.45 $56.46
Add Text Here $25.87 $25.87 $46.12
Book Value Per Share $19.34 $19.34 $70.76
Warrants Summarization Overview
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36. 36
Derivative
Products
Put and Call Options
› Put and Call Options
› Put and Call Options Time Value
Stock Index Futures & Options
› Stock Indexes Comparison Table
› Add Text Here
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37. Put and Call Options
WITH OPTIONS MARKET OPTIONS WITHOUT OPTIONS
Buy Buy
Buy Call Text Here
Sell put Text Here
Add text Here Text Here
Sell option Do nothing
Sell option spreads Text Here
Do nothing Text Here
Text here Text Here
Buy put spread Sell
Sell call spread Text Here
Buy put Text Here
Add Text Here Text Here
NEUTRAL
Text Here
Text Here
BULLISH
Very
Somewhat
Somewhat
Very
BEARISH
CALL
PUT
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38. Put and Call Options Time Value
Total
Value
Time
Value
Intrinsic
Value
Strike
Price
Intrinsic
Value
Time
Value
Total
Value
1 1 0 80 10 1 11
3 1 0 85 5 4 7
6 4 0 90 10 2 4
10 5 5 100 0 1 5
11 3 3 115 5 3 3
CALLS PUTS
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39. Stock Index Futures and Options
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
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40. Stock Indexes Comparison Table
YOUR TEXT HERE
Notional Value/ Volume (‘000 USD)
Volume/ Open Interest (No. of
Contracts)
Index Options Index Futures Index Options Index Futures
Korea Exchange 0.5 122.6 2,781 562
Australia Exchange 1.2 1.7.5 17 34
China Financial Futures Exchange 7 119.8 n.a. 489
Hong Kong Exchange 4.8 95.8 14 137
National Stock Exchange of India 3.9 45.6 507 251
Bombay Stock Exchange 16.2 4.2 5,982 984
Your Text Here 3.5 21.7 13 265
TAIFEX (Taiwan) 8.1 n.a. 122 230
Chicago Board Options Exchange 11 62.9 24 n.a.
You Text Here 5 50.1 29 140
London Stock Exchange Group 9.2 66.9 43.7 305
World Total 3.4 45.1 67 128
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41. 41
Broadening the
Investment
Perspective
International Security Markets
› International Security Markets Highlights
› Recent Global Security Market Trends
Mutual Funds
› Mutual Funds Investment Criteria Overview
› Top 5 Mutual Funds to Invest in 2018-19
Investments in Real Assets
› Diversified Real Assets Classification
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42. International
Security Market
Highlights
42
MARKET GROWTH
› The global physical security market is expected to
grow at a CAGR of more than 17% from 2018-2022
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MARKET TREND
› Integration of IoT in physical security
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MARKET DRIVER
› Increase in domestic and international security threats
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43. Recent Global Security Market TrendsBehavior
43
6 Add Text
Here
5 Geopolitical
Risks
2
Inflation to
make a
comeback - but
only in the us
3
Monetary
stimulus to
become less
prevalent
Reduced
Reward for Risk
4
Global Growth
to remain in
Autopilot
1
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44. Recent Global Security Market Trends Behavior
Global Growth to
remain in Autopilot
1
Reduced Reward
for Risk
4
Monetary stimulus to
become less prevalent
3
Add Text
Here
6
Inflation to make a
comeback - but only
in the us
2
Geopolitical
Risks
5
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45. Mutual Funds Investment Criteria Overview
EQUITY Balanced Fixed Income Money Market
Investment 75%-90% invested in stocks
15%-20% Medium risk, Higher
risk compared to other Mftypes
For aggressive investors
Ideal for long term growth
(5 years or more)
Average Annul Return 100% in fixed-income securities 6%-10%
Medium Risk,Lower risk
compared to other MF types
For conservative
investors
Risk 100% in fixed-income securities 6%-10%
Medium Risk,Lower risk
compared to other MF types
For conservative
investors
Investors
100% in short term fixed-income
securities
1%-2%
Medium Risk, Even Lower risk
compared to other MF types
For conservative
investors
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46. Top 5 Mutual Funds to Invest in 2018-19
MUTUAL FUND Crisis Rank
Value
Research
Rating
(out of 5)
Assets under
Management
(in SMM)
1 Month 3 Months 1 Year 3 Years 3 Years
Franklin Build India
Fund
Rank-3 5 Star 23 -4% 1% 22% 14% 26%
L&T Infrastructure
Fund
Rank-1 5 Star 27 -6% 1% 35% 19% 24%
Kotak Infar's. & Eco
Reform Fund
Rank-2 4 Star 33 -7% 1% 23% 13% 22%
Aditya Birla SL
Infrastructure Fund
Rank-3 4 Star 63 -7% -1% 26% 12% 20%
IDFC Infra Fund Rank-2 4 Star 203 -7% -1% 33% 18% 18%
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47. Investments in Real Assets
Diversification
Potential
Expected Return
Potential
Inflation
Sensitivity
HighLow
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Real Estate Commodities
Natural Resource
Equities
Infrastructure
Diversifies Real
Assets Blend
48. Diversified Real Assets Classification
Annual Returns
Volatility
(Standard
Deviation)
Sharpe Ratio
0% Diversified Real Assets 6.0% 7.5% 0.55
15% Diversified Real Assets 6.2% 7.2% 0.50
25% Diversified Real Assets 7.10% 7.15% 0.25
70%
30%
15%
40%
45%
24%
38%
38%
Bonds Stocks Diversified Real Assets
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DIVERSIFIEDREALASSETS
49. Risk and Return of Portfolio Managers (Tabular Form)
Risk & Return Analysis
Your Text Here Your Text Here Your Text Here
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50. 2014 2015 2016 2017 2018
Risk and Return of Portfolio Managers (Tabular Form)
Security A Risk (%) 8 4 14 6 18
Security A Return (%) 10 6 4 13 17
Security B Risk (%) 15 3 7 12 -5
Security B Return (%) 9 -4 17 6 13
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51. 51
KPI & Dashboard
KPI DASHBOARD
› Portfolio Management Dashboard
› Portfolio Summary Management Dashboard
› Portfolio Management Security Allocation Dashboard
KPI METRICS
› Portfolio Management KPI’s
› Portfolio Investment Management KPI’s
› Your Text Here
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52. Portfolio Management Dashboard
Allocations
Sectors
Regions
Net Worth
QNA +3,05%
C +2,78%
DUAL +1,80%
BWT -3,46%
TARH -0,79%
VNK -1,00%
Holdings
-3$
-1$
1$
3$
5$
7$
9$
11$
13$
15$
2013 2014 2015 2016 2017
Alternatives Equity Fixed Income
Net Flow
2017-11-24 In Payment Transfer +$400,000
2017-11-20 Sell Shares +$976,452
2017-11-15 Purchase Bonds -$845,321
2017-11-11 Sell Bonds +$421,987
2017-11-07 Out Payment Transfer -$420,000
2017-11-02 Purchase Shares -$818,341
Transactions
52
50%
26%
24%
Equity
Fixed Income
Alternatives
26%
24%
16%
13%
11%
10% Technology
Energy
Healthcare
Financials
Material
Industrial
48%
37%
15%
EMEA
America
ACAP
53. Facilities Upgrade Thomas Beddov 1.75M 845.00K 3
Human Capital Initiatives Thomas Beddov 2.46M 794.00K 2
Insurance Biz Thomas Beddov 3.98M 3.20M 5
Internal Activities Portfolio Thomas Beddov 1.87M 2.01M 4
IT Long Haul Thomas Beddov 4.67M 654.67K 12
Operational Excellence Thomas Beddov 6.32M 2.04M 3
Product Engineering Thomas Beddov 2.65M 1.90M 1
Strategic Initiatives Thomas Beddov 3.12M 2.65M 9
Portfolio Summary Management Dashboard
PORTFOLIO BUDGETPROJECT SUMMARY
Allocated
Budget Across
Portfolios
34.67M
Used Budget
Across
Portfolios
11.45M
Used Budget
Percentage
45%
Estimated
Cost Across
Portfolios
10.42M
Actual Cost
Across
Portfolios
6.65M
Portfolio Name Portfolio Owner Health Budget Used Budget #Projects
6%
7%
19%
11%
14%
18%
20%
10%
53
▪ Facilities Upgrade
▪ Human Capital
Initiatives
▪ Insurance Biz
▪ Internal Activities
Portfolio
▪ It Long Haul
▪ Operational
Excellence
▪ Product
Engineering
▪ Strategic Initiatives
54. Portfolio Management Securities Allocation Dashboard
$45
$12
$5
$38 My
Portfolio
$14,351.76
Total Current Allocation ETF (%)
Stocks $11,990.87 (56.8%)
US Large Company Stocks - Fundamental $2,831.67
Us Large Company Stocks $2,134.75
Fixed Income $3,763.97 (20.24%)
US Corporate High Yield Bonds $2,117.54
International Emerging Market Bonds $2,341.75
Portfolio ProfileCriteria 3 Criteria 4Criteria 2
54
▪ Stocks
▪ Fixed Income
▪ Commodities
▪ Cash
57. Portfolio Management Investment Allocation KPI’S
57
PORTFOLIO
SUMMARY
5,437,000
Vs Previous Month
-4.2%
%
RETURNS
85%
Vs Previous Month
0.0%
NET
ALLOCATION
Vs Previous Month
-1.4%
32,730 45
Vs Previous Month
0.6%
USED BUDGET %
CURRENT
ALLOCATIONS
1.2%
Vs Previous Month
0.5%
HOLDINGS
1.2%
Vs Previous Month
21.9%
ADD CRITERIA
HERE
8
Vs Previous Month
0.0%
19
Vs Previous Month
ADD CRITERIA
HERE
0.0%
MY PORTFOLIO
59. Take some coffee and make
new friends.
Coffee Break Time for a Coffee!
30min Break
59
60. 60
About Us
Value Client
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Preferred By Many
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Target Audiences
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62. Timeline
62
2015
2020
2025
2030
2035
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63. 63
Our Mission
Goals
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Mission
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Vision
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64. Pie Chart
64
25%
35%
45%
1. Product
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2. Product
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3. Product
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65. Combo Chart
0
1
2
3
4
5
6
7
8
9
10
0
10
20
30
40
50
60
70
80
90
100
FY' 11 FY' 12 FY' 13 FY' 14 FY' 15 FY' 16 FY' 17 FY' 18
GrowthRate(%)
MarketSize(RMB100Million)
01 Product 02 Product 03 Product
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 65
66. Stacked Area-Clustered Column
0
1
2
3
4
5
6
7
8
9
10
FY01 FY02 FY03 FY04
InPercentage
66
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excel, and changes automatically
based on data. Just left click on it
and select “Edit Data”.
Product01
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excel, and changes automatically
based on data. Just left click on it
and select “Edit Data”.
Product02
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excel, and changes automatically
based on data. Just left click on it
and select “Edit Data”.
Product03
67. Puzzle
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68. Silhouettes
68
Silhouettes01
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Silhouettes02
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Silhouettes03
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Silhouettes04
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69. Timeline
Q 1
Jan Feb Mar
Q 2
Apr May Jun
Q 3
Jul Aug Sep
Q 4
Oct Nov Dec
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70. Thank You
Address:
# Street Number, City, State
Contact Numbers:
0123456789
Email Address:
email address123@gmail.com
70