Portfolio Management Powerpoint Presentation Slides

PORTFOLIO
MANAGEMENT
Your Company Name

AGENDA
2
To analyse and provide information about
multiple securities.
To achieve client’s investment objectives
through an individual approach.
Manage a portfolio of financial instruments
and cash funds for a particular investor.
Your Text Here
Your Text Here
Your Text Here

3
TABLE of CONTENT
Issues In Efficient Markets
Analysis And Valuation Of Equity Securities
Introduction To Investments
Fixed-income And Leveraged Securities
KPI & Dashboards
Risk & Return Analysis
Broadening The Investment Perspective
Derivative Products

4
Types of Investment
› Detailed Investment Options
Objectives of Portfolio Management
› Your objectives here
Investment Instruments
› Fund Categorization and Risk Involved
› Top Performing Securities in our Portfolio
Market Scenario Overview
› Statistics and Market Size
› Current Industry Threats and Opportunities
Introduction
to
Investments

OBJECTIVES OF PORTFOLIO MANAGEMENT
Consistency of Returns
Provide the stability of returns
Diversification of Portfolio
To reduce risk by investing in different securities
Text Here
This slide is 100% editable. Adapt it to your needs
and capture your audience's attention.
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.
5

TYPES OF INVESTMENT - DETAILED INVESTMENT OPTIONS
Autonomous Investment
› Investment which does not change
with income level
› This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
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
› This slide is 100% editable. Adapt it
to your needs and capture your
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
6

MARKET SCENARIO OVERVIEW – STATISTICS AND MARKET SIZE
7
Revenue
$274bn
Annual Growth 13-18
2.0%
Profit
x.x%
Business
162,774
Employment
459,448
Forecast Growth
x.x%

MARKET SCENARIO OVERVIEW-CURRENT INDUSTRYTHREATS & OPPORTUNITIES
8
Increasing disposable income drive
industry trends
Shifting consumer preferences are
driving change in the industry
Internal Growth Opportunities
(New markets, new product)
External Growth Opportunities (Mergers
and Acquisitions)
This slide is 100% editable. Adapt it to
your needs
Income generated by the securities held by
mutual funds may decline
Security's issuer or the counter party
may unable to meet its obligation
Investment's value may
change
Lack of marketability of an
investment
your needs
OPPORTUNITIES
THREATS

INVESTMENT INSTRUMENTS
9
This slide is 100% editable.
Adapt it to your needs
Hedge
Funds
Options
Emerging
Markets
Foreign
Mutual
Funds
ETF’s
Stocks
Real
Estate
Domestic
Annuities
Bonds
Cash

INVESTMENT INSTRUMENTS - FUNDS CATEGORIZATION & RISK INVOLVED
10
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
MIP with less
than 25% equity
Long term
G-sec funds
Long term
bond funds
Corporate
bond funds
Short term
funds
Ultra-short
term funds
Liquid
funds
Medium to high risk
Very high risk
Medium to high risk
Very high risk
Medium to high risk
Very high risk
Medium risk
Very high risk
Low risk
Low risk
Very Low risk
High risk

TOP PERFORMING SECURITIES IN OUR PORTFOLIO
11
Investors Portfolio Investment Percentage(%) Security Returns
Government Bonds $2500 75
Mutual Funds $1125 85
Stock NamePortfolio 2 $6589 46
Stock NamePortfolio 2 $4589 88
High Average Low

12
ANALYSIS AND
VALUATION OF
EQUITY
SECURITIES
Industry Analysis
› Porter’s 5 Forces
› PESTERL 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

13
INDUSTRY ANALYSIS- Porter’s 5 Forces
COMPETITIVE FORCES MODEL
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
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
Competition /Rivalry (High)
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here

INDUSTRY ANALYSIS - PESTEL Analysis
14
› Government Policy
› Foreign Policy
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Political
› Economic Growth
› Interest Rates
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Economic
› Career Attitudes
› Population Matrix
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Social
› Goods Production
› Changing Trends
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Technological
› Pollution Check
› Healthy Hazards
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Environmental
› Health & Safety
› Policy Regulation
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Legal
P E S T E L

INDUSTRY ANALYSIS - SWOT Analysis
15
Threats
This slide is 100% editable. Adapt
Strengths
Weaknesses
Opportunities

16
VALUATION OF EQUITY SECURITIES
Maintainable Profit Method or Discounted
Cash Flows Method
This slide is 100% editable. Adapt it to your needs and capture your
Price / Earnings multiple
Industry Valuation Benchmarks
Net Asset Value Method
Comparable Company Market Multiple
Market Cap/ Sales Multiple
Equity Securities
Valuation
Alternatives

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 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 Appraoch
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 Flow
DCF Valuation

FINANCIAL STATEMENT ANALYSIS - P&L STATEMENT (Tabular form)
18
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

BALANCE SHEET (Tabular Form)
19
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
ShortTerm 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

BALANCE SHEET (Tabular Form)
20
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

COMPANY CASH FLOW STATEMENT (Tabular Form)
21
All Figures in USD MM FY12 FY13 FY14 FY15
Cash Flow FromOperations 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

22
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
Investments in Special Situation
› Your Text Here
› Your Text Here

MAJOR EFFICIENT MARKET ISSUES
23
Issue 5
This slide is 100% editable. Adapt it to your needs and capture
your audience's attention.
Issue 4
Issue 3
U.S. market interest rates spreads for high-yield and emerging
market bonds remain very compressed by historic standards
Issue 1
Transactions Cost related to exchange of goods and services
overcome market imperfections.
Issue 2
Regulatory Restrictions that are subject to control and guidelines
for efficient market

TECHNICAL ANALYSISTYPES
24
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
› This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
KEY RESULT AREAS

INVESTMENTS IN SPECIAL SITUATION
25
Cash Payouts
/Acquisitions
Large number of companies
eventually acquire for a
premium by a competitor
Litigation
Time
Market tends to undervalue
litigated assets
Company Breakups
And Spinoffs
Part of a larger company that is
made to stand on its own as a
corporate entity
Distressed Debt
Investing
Financial instruments issued by a
company that is near to or currently
going through bankruptcy

26
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
BondValuation
› Bond Valuation Estimation
› Bond Valuation Analysis
Duration & Reinvestment
› Duration of a Bond
› DividendInterest Reinvestment Risk Table

List of Bond & Fixed Income Securities
TYPES OF BOND
SECURITIES YourText 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 YourText 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
27

TOP PERFORMING BONDS
28
Security Holding Period Return Class
Bond 1 22% Your Text Here

BONDVALUATION ESTIMATION
29
Time
(in years)
Cash Flows on Dollar
Bond ($)
Present Value
($)
Cash Flows onYen
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

30
BONDVALUATION ANALYSIS
BONDVALUATION
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%

BOND DURATION
31
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

DIVIDENDINTEREST REINVESTMENT RISKTABLE
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
32

TYPES OF CONVERTIBLE SECURITIES
33
Convertible Bond
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Convertible Preferred Stock
Warrant
Capital Note
Right Issue
Add Security Here
01
02
03
04
05
06
CONVERTIBLE
SECURITIES
TYPES

OPTIONS ANALYSIS
Founder 1 5,000,000 4,00,000 5,400,000
AddText Here 6,500,000 6,500,000
Investor A 1,500,000 1,500,000
AddText Here 2,150,000 600,000 2,750,000
AddText Here 3,200,000 3,200,000
Employee X 150,000 150,000
AddText Here 250,000 250,000
AddText 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
Name Common Preferred A
Preferred A
Convertibles
Options Total
34

DIFFERENT WARRANT CATEGORIES
35
Detachable Warrant
01
Wedded Warrant
02
Naked Warrant
03
Covered Warrant
04
Equity Warrant
05
AddText Here
06

WARRANTS SUMMARIZATION OVERVIEW
36
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

37
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

PUT AND CALL OPTIONS
38
› Buy
› Buy Call
› Sell Put
› Add Text Here
› Sell Options
› Sell Option
Spreads
› Do Nothing
› Text Here
› Buy put spread
› Sell call
spread
› Buy put
› Add Text Here
WITH OPTIONS WITHOUT OPTIONS
MARKET OPTIONS
› Buy
› Text Here
› Text Here
› Text Here
› Do Nothing
› Text Here
› Text Here
› Text Here
› Sell
› Text Here
› Text Here
› Text Here
NEUTRAL
Text Here
Text Here
BULLISH
Very
Somewhat
Somewhat
Very
BEARISH
CALL
PUT

PUT AND CALL OPTIONSTIMEVALUE
39
Total
Value
Time
Value
IntrinsicValue
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

STOCK INDEX FUTURES AND OPTIONS
40
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

STOCK INDEXES COMPARISONTABLE
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
YourText 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.
YouText Here 5 50.1 29 140
London Stock Exchange Group 9.2 66.9 43.7 305
WorldTotal 3.4 45.1 67 128
41

42
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
needs and capture your audience's attention

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
MARKETTREND
Integration of IoT in
physical security
MARKET DRIVER
Increase in domestic and
international security threats
43

INTERNATIONAL SECURITY MARKET HIGHLIGHTS
› The global physical security market is
expected to grow at a CAGR of more
than 17% from 2018-2022
› This slide is 100% editable. Adapt it to
your needs and capture your audience's
attention
01
MARKET GROWTH
› Increase in domestic and
international security threats
audience's attention
03
MARKET DRIVER
› Integration of IoT in physical security
› This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention
02
MARKETTREND
44

RECENT GLOBAL SECURITY MARKETTRENDSBEHAVIOUR
45
Global Growth to remain
in Autopilot
Reduced Reward for Risk
Inflation to make a comeback
- but only in the us
Geopolitical Risks
Monetary stimulus to
become less prevalent
Add Text Here

MUTUAL FUNDS INVESTMENT CRITERIA OVERVIEW
46
Ideal for long
term growth
(5 years or more)
For aggressive
investors
15%-20% Medium risk,
Higher risk compared to
other Mftypes
75%-90%
invested in stocks
For
conservative
investors
Medium Risk ,
Lower risk
compared to other
MF types
6%-10%
100% in fixed-
income securities
For conservative
investors
Medium Risk ,
Lower risk
compared to other
MF types
6%-10%
100% in fixed-
income securities
For
conservative
investors
Medium Risk, Even
Lower risk compared to
other MF types
1%-2%
100% in short term
fixed-income securities
EQUITY
Balanced
Fixed
Income
Money
Market
AVERAGE ANNUL
RETURN RISK INVESTORS
INVESTMENT

TOP 5 MUTUAL FUNDSTO INVEST IN 2018-19
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 Infras. & 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%
Mutual Fund 1 Year 3 Years 5 Years
3 Months
1 Month
Assets under
Management
(in SMM)
Value
Research
Rating
(out of 5)
Crisil
Rank
47

INVESTMENTS IN REAL ASSETS
48
Commodities Infrastructure
Real
Estate
Diversifies Real
Assets Blend
Natural Resource
Equities
Diversification
Potential
Expected Return
Potential
Inflation
Sensitivity
High
Low

INVESTMENTS IN REAL ASSETS
49
Diversification
Potential
Expected Return
Potential
Inflation
Sensitivity
Commodities Infrastructure
Real
Estate
Diversifies Real
Assets Blend
Natural Resource
Equities
High
Low

DIVERSIFIED REAL ASSETS CLASSIFICATION
50
70%
30%
15%
40%
45%
0% 15% 30%
Annual Returns 6.0% 8.1% 6.1%
Volatility (Standard Deviation) 8.5% 7.2% 7.9%
Sharpe Ratio 0.34 0.51 0.64
Bonds
Stocks
Diversified Real
Assets
DIVERSIFIED REAL ASSETS
24%
38%
38%

51
RISK & RETURN ANALYSIS
Your Text Here Your Text Here Your Text Here
Risk and Return of Portfolio Managers (Tabular Form)

RISK AND RETURN OF PORTFOLIO MANAGERS (Tabular Form)
52
SecurityA Risk (%) 8 4 14 6 18
SecurityA Return (%) 10 6 4 13 17
Security B Risk (%) 15 3 7 12 -5
Security B Return (%) 9 -4 17 6 13
2011 2013
2012 2015
2014

53
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

PORTFOLIO MANAGEMENT DASHBOARD
54
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
50%
26%
24%
Equity
Fixed
Income
Alternatives
26%
24%
16%
13%
11%
10%
Technology
Energy
Healthcare
Financials
Material
Industrial
EMEA
America
ACAP
48%
37%
15%
NETWORTH ALLOCATIONS SECTORS REGIONS
2017-11-24 Inpayment 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 Outpayment Transfer -$420,000
2017-11-02 Purchase Shares -$818,341
QNA +3,05%
C +2,78%
DUAL +1,80%
BWT -3,46%
TARH -0,79%
VNK -1,00%
-3$
-1$
1$
3$
5$
7$
9$
11$
13$
15$
2013 2014 2015 2016 2017
Alternatives Equity Fixed Income

PORTFOLIO SUMMARY MANAGEMENT DASHBOARD
55
Portfolio Name PortfolioOwner Health Budget Used Budget #Projects
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
ActualCost Across
Portfolios
6.65M
EstimatedCost
Across Portfolios
10.42M
Used Budget
Percentage
45%
Used Budget
Across Portfolios
11.45M
Allocated Budget
Across Portfolios
34.67M
2000000
1750000
3755000
4650000
3250000
3200000
7024000
3218000
Facilities
Upgrade
Human
Capital
Insurance
Biz
Internal
Activities
Portfolio
IT Long Haul
Operational
Excellence
Product
Engineering
Strategic
Initiatives
PROJECT SUMMARY PORTFOLIO BUDGET

PORTFOLIO MANAGEMENT SECURITIES ALLOCATION DASHBOARD
56
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
$8.2
$3.2
$1.4
$1.2 Stocks
Cash
Fixed
Income
Commodities
My Portfolio
$14,351.76
Criteria 2 Criteria 3 Criteria 4 Profile

PORTFOLIO MANAGEMENT KPI’S
Allocated Budget Across Portfolios
25.89M
Used Budget Across Portfolios
11.46M
Used Budget Percentage
29%
57

PORTFOLIO MANAGEMENT INVESTMENT ALLOCATION KPI’S
58
MY PORTFOLIO
USED
BUDGET %
Vs Previous Month
0.6%
45
%
RETURNS
Vs Previous Month
0.0%
85%
ADD CRITERIA
HERE
Vs Previous Month
0.0%
8
ADD CRITERIA
HERE
Vs Previous Month
0.0%
19
PORTFOLIO
SUMMARY
Vs Previous Month
-4.2%
5,437,000
NET
ALLOCATIONS
Vs Previous Month
-1.4%
32,730
CURRENT
ALLOCATIONS
Vs Previous Month
0.5%
1.2%
HOLDINGS
Vs Previous Month
21.9%
1.2%

PPRTFOLIO MANAGEMENT – ICON SLIDE
59

MEET OUR SPECIALISTS
62
Name Here
Designation
01
This slide is 100%
editable. Adapt it to your
needs and capture your
Name Here
Designation
02
Adapt it to your needs and
capture your audience's
attention.
Name Here
Designation
03
attention.
Name Here
Designation
04
attention.

ABOUT US
63

64
Goal 01
attention.
Goal 02
attention.
Goal 03
attention.
Our Goals

COMPARISON
65
ActivePortfolio Management PassivePortfolio Management
vs
attention.
attention.
attention.
attention.
attention.
attention.
01
02
03
02
03
01

QUOTES
66
Benjamin Franklin
“Growth is a process
of trial and error:
experimentation”

67
Current
TIMELINE
2014 Text Here
This slide is 100% editable. Adapt it to your
2015 Text Here
2016 Text Here
2017 Text Here

PUZZLE
68

MIND MAP
69
01
02
03
04

Moving towards brighter ideas
CREATIVE IDEA
Blank Idea Blink Idea
70

STACKED AREA-CLUSTERED COLUMN
71
0
1
2
3
4
5
6
7
8
9
10
FY01 FY02 FY03 FY04
In
Percentage
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
Product
01 Product
02 Product
03

CLUSTERED BAR CHART
72
0 10 20 30 40 50 60 70 80 90 100
2014
2015
2016
2017
2018
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
Product
01 Product
02 Product
03

THANK
YOU
Address:
# Street Number, City, State
Contact Numbers:
0123456789
Email Address:
emailaddress123@gmail.com
73

Portfolio Management Powerpoint Presentation Slides

Recommended

Recommended

More Related Content

What's hot

What's hot (20)

Similar to Portfolio Management Powerpoint Presentation Slides

Similar to Portfolio Management Powerpoint Presentation Slides (20)

More from SlideTeam

More from SlideTeam (20)

Recently uploaded

Recently uploaded (20)

Portfolio Management Powerpoint Presentation Slides