The document appears to be a presentation on portfolio risk management and suitability. It includes sections on portfolio management process, investment objectives, risk tolerance analysis, risk-reward matrices, asset allocation, performance attribution and portfolio evaluation. Various charts and graphs are provided to illustrate concepts around risk levels, returns, asset classes and portfolio construction. The presentation provides information to assess risk tolerance, construct optimized portfolios, and evaluate portfolio performance and risk-adjusted returns.
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01 02 03 04 05
Welcome message
9:00am-10:00am
About US
10:00am-11:00am
Meet the team
11:00am-12:00pm
Portfolio
12:00pm-1:00pm
Result
1:00pm-2:00pm
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3. Portfolio Management Process
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Define
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Measure
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Analyze
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Improve
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Control
4. Investment Objectives
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Increase
Income
Finance
Expenses
Increase
Saving
Fight
Inflation
Reduce Tax
Liability
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Why are you investing?
5. High
Low
What is your tolerance ?
Risk Tolerance Analysis
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6. Risk Tolerance Analysis
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25
0
50
75
100
30
Medium
Low High
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Risk Tolerance Analysis
11. Reward
Risk
Risk Reward Ratio =
Take Profit Distance
Stop Loss Distance
1:1Stop loss 50 Take Profit 50
2:1Stop loss 30 Take Profit 70
Asset Allocation 11
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What-If Modelling
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01
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16. Target Modelling 16
02
06
04
01
05
03
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18. Key Driver Analytics
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Fact 01
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Key Driver Analytics
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Fact 01 Fact 02 Fact 03 Fact 04
20. Resource Capacity Planning
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20%
25%45%
10%
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21. Resource Capacity Planning
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85% 70% 55% 60%
Equities
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Property
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Fixed Interest
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Cash
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22. Financial Planning
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Cash FlowRetirement
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Risk Management
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Investments
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Estate Planning
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23. Scheduling
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Months of the Year 2016
FEB MARJAN
JUN JULMAY AUG
NOVSEP DEC
APR
OCT
Announcement of financial results
Commencement of payout of distributions
Sending of asset management report
End of fiscal period
Announcement of financial results
Commencement of payout of distributions
Sending of asset management report
End of fiscal period
Dec
Jan
Apr
Oct
Jul
Jun
24. Pareto Optimal Portfolio
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your audience’s attention.Utopia
Point
Attribute2
Attribute 1
Dominate Solutions
Infeasible Region
25. Investment Approaches
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Bull
Market
Market
Top
Bear
Market
Market
Bottom
MARKET
CYCLE
Early Expansion
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Early Recession
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Late Expansion
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Full Recession
28. Investor Personality
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Investor
Personality
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Analytical Methodical
Aggressive Intuitive
Risk
Emotion
+
+-
-
29. Portfolio Return and Performance
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GOOD 80% chance
EXPECTED 90% chance
POOR 50% chance
VERY POOR 30% chance
_ Contributions only
SalesInPercentage(%)
0
10
20
30
40
50
60
70
80
90
100
Target Value
40%
30. Portfolio Return and Performance
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0
10
20
30
40
50
60
70
80
90
100
2014 2015 2016 2017
GOOD 80% chance
EXPECTED 90% chance
POOR 50% chance
VERY POOR 30% chance
- Contributions only
SalesInPercentage(%)
31. Performance Attribution
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01
04
05
02
03
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33. Measurement of Portfolio Analysis
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5%
10%
8%
15%
7%
30%
10%
5%
6%
4%
Total Stock Market
Large-cap Value
Mid-cap Value
Small-cap Value
Developed Markets
Emerging Markets
Municipal Bonds
Corporate Bonds
International Bonds
Emerging Markets Bonds
$8,755.54
$8,594.10
$2,773.36
$2,396.21
$20,768.55
$5,617.76
$2,989.75
$853.29
$1,327.20
$766.09
HOLDING CURRENT WEIGHT CURRENT VALUE
5%
10%
8%
15%
7%
30%
10%
5%
6%
4%
Data
Analysis
YOUR CURRENT PORTFOLIO
37. Portfolio Evaluation
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7%
18%
20%
15%
8%
10%
5%
17%
S&P 500
Index
5-year
Government
Portfolio
One-Year
Fixed income EAFE Index
U.S. 9-10
Small Co.
Int’l Small
Cap Stocks
U.S Small Cap
Value
U.S Large
Cap Value
Portfolio 1 100%
Portfolio 2 60% 20% 20%
Portfolio 3 30% 20% 20% 30%
Portfolio 4 15% 20% 20% 15% 15% 15%
Portfolio 5 7% 18% 20% 15% 8% 10% 5% 17%
Portfolio 5
2001-2017
Annualized gross
return %
Annualized
standard
deviation %
Portfolio 1 10.40 16.94
Portfolio 2 9.32 10.39
Portfolio 3 9.35 10.39
Portfolio 4 10.50 11.30
Portfolio 5 10.99 11.07
38. Portfolio Evaluation
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S&P 500
Index
5-year
Government
Portfolio
One-Year
Fixed income EAFE Index
U.S. 9-10
Small Co.
Int’l Small
Cap Stocks
U.S Small Cap
Value
U.S Large
Cap Value
Portfolio 1 100%
Portfolio 2 60% 20% 20%
Portfolio 3 30% 20% 20% 30%
Portfolio 4 15% 20% 20% 15% 15% 15%
Portfolio 5 7% 18% 20% 15% 8% 10% 5% 17%
2001-2017
Annualized gross
return %
Annualized
standard
deviation %
Portfolio 1 10.40 16.94
Portfolio 2 9.32 10.39
Portfolio 3 9.35 10.39
Portfolio 4 10.50 11.30
Portfolio 5 10.99 11.07
7%
18%
20%
15%
8%
10%
5%
17%
FY 01
FY 02
FY 03
FY 04
FY 05
FY 06
FY 07
FY 08
0% 5% 10% 15% 20% 25%
Portfolio 5
39. Feasible Set of Portfolio
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Feasible Set of Portfolio
Feasible and Efficient Portfolios
Efficient Set
Feasible Set
40. Selection of the Optimal Portfolio
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Stocks
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Real Estate
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Bonds
25%
54%
21%
41. Selection of the Optimal Portfolio
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30% 15% 10% 15% 15% 15%
0% 20% 40% 60% 80% 100%
Sample Allocation
Real Estate
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42. Key Evaluation Metrics
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28% 72%47% 87%18%
45. Vision
&
Mission
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Values Client
Preferred by Many
Target Audiences
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46. Meet Our Team
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Miltom Smith
Designation
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Tom Albert
Designation
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John Parker
Designation
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47. About Us
Target Audiences
Premium servicesValues client
Preferred by many
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48. Our Main Goals
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Satisfaction Communication Values
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50. $ 35
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$ 55
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$ 95
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$ 75
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Financials
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13 Jun 28 Aug 20 Feb 10 Sep 18 Jul
2015 2015 2016 2016 2017
56. Post it
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01 02 03 04
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NEWS PAPER
xxxxxxx xxxxx xxxxx
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Industry
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58. Puzzle
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59. This slide is 100% editable. Adapt it to your
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59
Target 59
60. Circular
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61. Venn
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1
3
4
5
2
62. Mind map
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63. Matrix
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0304
64. Lego
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65. Silhouettes
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25% 65%
66. 66
Generate idea 66
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03
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04
67. Magnifying Glass
15%
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25%
20%
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WWW.COMPANY.COM
68. Bar Graph
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0 5 10 15 20 25 30 35 40 45 50
Jan
Feb
Mar
Apr
May
Jun
Sales in Percentage(%)
FinancialYear2016
Product 1
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Product 2
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69. Funnel
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01
02
03
04
05
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70. Clustered Column
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0
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50
60
70
80
90
100
Jan Feb Mar Apr
SalesinPercentage(%)
Financial Year 2017
Product 1
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Jan Feb Mar Apr
Salesinpercentage(%)
Financial Year 2017
Product 2
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73. Pie Chart
50%
20%
10%
20%
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77. 0
10
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30
40
50
60
70
80
90
100
2014 2015 2016 2017
SalesInPercentage(%)
Product 03
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Product 02
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Product 01
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Clustered Column - Line 77