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Portfolio Risk
Management and
Suitability
Your Company Name
WWW.COMPANY.COM
2
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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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
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?
High
Low
What is your tolerance ?
Risk Tolerance Analysis
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Risk Tolerance Analysis
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25
0
50
75
100
30
Medium
Low High
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Risk Tolerance Analysis
Risk Tolerance
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Very Low Low Medium High Very High
Very Low
Low
Medium
High
Very High
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Risk Reward Matrix
Risk- Reward Matrix Investment RewardInvestmentRisk
High High Med Low
High High Med Low
High Med Med Low
Med Med Low Low
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Risk Reward Matrix
Low
High
Bread and Butter
White Elephants (Difficult to Kill) Oysters
ProbabilityOf
TechnicalSuccess
Pearls
Reward (NPV)
0 10M
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Risk Reward Matrix
High
Medium
Low
LowMediumHigh
Risk
Reward
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
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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Risk Return Plot
90%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
5 10 15 20 25 30 35 40 45
Annualizedreturn(inpercentage)
Annualized standard deviation (in dollars)
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What-If Modelling
Challenge
Choice ChoiceChoice
Consequence Consequence ConsequenceConsequence
Choice
01 0302 04
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What-If Modelling
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01
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02
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What-If Modelling
Column Title Fact 01 Fact 02 Fact 03 Fact 04
Element no.1
Element no.2
Element no.3
Element no.4
Element no.5
Target Modelling 16
02
06
04
01
05
03
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3250
Conservative
Growth
Moderate
Growth
Moderate Aggressive
Growth
Concentrated
Aggressive
Growth
Aggressive Growth
+
More Diversification
Concentrated
Growth
What-If
Modelling
10%
10%
10%
25%
45%
Key Driver Analytics
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Fact 01
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Fact 02
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Fact 04
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Key Driver Analytics
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Fact 01 Fact 02 Fact 03 Fact 04
Resource Capacity Planning
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20%
25%45%
10%
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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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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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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
Pareto Optimal Portfolio
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your audience’s attention.Utopia
Point
Attribute2
Attribute 1
Dominate Solutions
Infeasible Region
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
Investment Approaches
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▪ Tail Hedges
▪ Put Option
▪ Dynamic Risk Management
▪ Volatility Management
▪ Risk Completion
▪ Risk Parity
▪ Real Assets
▪ Factor Portfolios
Insure Adjust Diversify
Minimizing
Short-term Losses
Mitigating
Volatility
Meeting Long-
term Returns
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Time Horizon Score
3-5 pts 6-8 pts 9-12 pts 13-16 pts 17-20 pts
RiskToleranceScore
3-5 pts
5-9 pts
10-13 pts
14-18 pts
19-24 pts
25-30 pts
Investor Personality
Investor Personality
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Investor
Personality
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Analytical Methodical
Aggressive Intuitive
Risk
Emotion
+
+-
-
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%
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(%)
Performance Attribution
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01
04
05
02
03
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Security Analysis
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150
200
250
300
350
XYZ Ltd
01/10/2016 09:10AM
215
0MCAP (Rs in Cr)
24PE {x}
8EPS (Rs)
146BV (Rs)
2Div. Yield (%)
4PV (Rs)
7EV/Sales {x}
20EV/EBIDTA {x}
138P/BV {x}
215.00Open
229.26Pt. Close
335.30High
170.40Low
350.5552 w/k High
150.7352 w/k Low
09:1010:0711:1512:0513:3014:4515:07
Measurement of Portfolio Analysis
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33
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
Portfolio Selection/ Allocation
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34
Cash Bonds 01 Bonds 02 Stocks 01 Stocks 02 Alternatives
Cash $104,541
10%
Intl bonds $594,445
40%
Intl stocks & $58,489
35% Alternatives
$340,884
16%
U.S bonds $243,380
18%
U.S stocks $27,128
25%
Class %Total 1-day% Value
Cash 10% 0.11% $104,541.20
Stocks 01 25% 0.41 $27,128.40
Stocks 02 35% 0.11% $58,489.96
Bonds 01 18% 0.56% $243,380.27
Bonds 02 40% 0.17% $594,445.62
Alternatives 16% 0.17% $340,884.97
Grand Total $1,323,870.97
Portfolio Selection/ Allocation
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35
10%
25%
35%
18%
40%
16%
0%
10%
20%
30%
40%
50%
Cash Stocks 01 Stocks 02 Bonds 01 Bonds 02 Alternatives
Class % Total 1-Day % Value
Cash 10% 0.11% $104,541.20
Stocks 01 25% 0.41% $27,128.40
Stocks 02 35% 0.11% $58,489.96
Bonds 01 18% 0.56% $243,380.27
Bonds 02 40% 0.17% $594,445.62
Alternatives 16% 0.17% $340,884.97
Grand Total $1,323,870.97
Portfolio Revision
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Current Portfolio
Cash
Stocks 01
Stocks 02
Bonds 01
Bonds 02
Alternatives
Data
Analysis 30%
15%
25%
15%
10%
5%
New Portfolio
Cash
Stocks 01
Stocks 02
Bonds 01
Bonds 02
Alternatives
Data
Analysis 35%
19%
23%
18%
12%
7%
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
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
Feasible Set of Portfolio
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Feasible Set of Portfolio
Feasible and Efficient Portfolios
Efficient Set
Feasible Set
Selection of the Optimal Portfolio
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Stocks
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Real Estate
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Bonds
25%
54%
21%
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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Bonds
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Stocks
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Key Evaluation Metrics
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28% 72%47% 87%18%
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3
2
5
0
Icons Slide
Additional
Slides
Vision
&
Mission
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Values Client
Preferred by Many
Target Audiences
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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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About Us
Target Audiences
Premium servicesValues client
Preferred by many
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Our Main Goals
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Satisfaction Communication Values
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Comparison
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vs
Sales in
2016
Sales in
2015
Marketing
Human Resources
Production
Customers
Marketing
Human Resources
Production
Customers
$ 35
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$ 55
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$ 95
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$ 75
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Financials
The greatest
SUCCESSES
come from
having the
freedom to fail.
Mark Zuckerberg (CEO, Facebook)
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0
75
100
50
Dashboard speed
at a glance
100%
Location
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United States
70%
Australia
25%
Brazil
45%
China
60%
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13 Jun 28 Aug 20 Feb 10 Sep 18 Jul
2015 2015 2016 2016 2017
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C ffee
Time
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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Puzzle
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59
Target 59
Circular
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01
02
03
04
05
Venn
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1
3
4
5
2
Mind map
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Matrix
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0304
Lego
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Silhouettes
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25% 65%
66
Generate idea 66
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01
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02
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03
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Magnifying Glass
15%
40%
25%
20%
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Bar Graph
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68
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Feb
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Apr
May
Jun
Sales in Percentage(%)
FinancialYear2016
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Funnel
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01
02
03
04
05
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SalesinPercentage(%)
Financial Year 2017
Product 1
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Line Chart
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SalesInPercentage(%)
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Stock Chart
WWW.COMPANY.COM
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05-01-2017 06-01-2017 07-01-2017 08-01-2017 09-01-2017
Volume
Volume
High
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Close
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50%
20%
10%
20%
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Area Chart
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74
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30
40
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DecNovOctSepAugJulJunMayAprMarFebJan
SalesinPercentage(%)
Financial Year 2016
Product 01
Product 02
Scatter Chart
WWW.COMPANY.COM
75
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$0 $5 $10 $15 $20 $25 $30 $35 $40 $45 $50
SalesinPercentage(%)
Dollars($) in Millions
Radar Chart
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Jun
Product 1
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Home Call Mail
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Contact Number:
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Email Address:
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79
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Portfolio Risk Management and Suitability Presentation

  • 2. WWW.COMPANY.COM 2 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 Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention.
  • 3. Portfolio Management Process WWW.COMPANY.COM 3 Adapt it to your needs and capture your audience’s attention. Define Adapt it to your needs and capture your audience’s attention. Measure Adapt it to your needs and capture your audience’s attention. Analyze Adapt it to your needs and capture your audience’s attention. Improve Adapt it to your needs and capture your audience’s attention. Control
  • 4. Investment Objectives WWW.COMPANY.COM 4 Increase Income Finance Expenses Increase Saving Fight Inflation Reduce Tax Liability This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Why are you investing?
  • 5. High Low What is your tolerance ? Risk Tolerance Analysis WWW.COMPANY.COM 5 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 6. Risk Tolerance Analysis WWW.COMPANY.COM 6 25 0 50 75 100 30 Medium Low High • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Risk Tolerance Analysis
  • 7. Risk Tolerance WWW.COMPANY.COM 7 Very Low Low Medium High Very High Very Low Low Medium High Very High
  • 8. WWW.COMPANY.COM 8 Risk Reward Matrix Risk- Reward Matrix Investment RewardInvestmentRisk High High Med Low High High Med Low High Med Med Low Med Med Low Low
  • 9. WWW.COMPANY.COM 9 Risk Reward Matrix Low High Bread and Butter White Elephants (Difficult to Kill) Oysters ProbabilityOf TechnicalSuccess Pearls Reward (NPV) 0 10M
  • 10. WWW.COMPANY.COM 10 Risk Reward Matrix High Medium Low LowMediumHigh Risk Reward 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
  • 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
  • 12. WWW.COMPANY.COM 12 Risk Return Plot 90% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 5 10 15 20 25 30 35 40 45 Annualizedreturn(inpercentage) Annualized standard deviation (in dollars)
  • 13. WWW.COMPANY.COM 13 What-If Modelling Challenge Choice ChoiceChoice Consequence Consequence ConsequenceConsequence Choice 01 0302 04
  • 14. WWW.COMPANY.COM What-If Modelling This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04
  • 15. WWW.COMPANY.COM 15 What-If Modelling Column Title Fact 01 Fact 02 Fact 03 Fact 04 Element no.1 Element no.2 Element no.3 Element no.4 Element no.5
  • 16. Target Modelling 16 02 06 04 01 05 03 Adapt it to your needs and capture your audience’s attention. Adapt it to your needs and capture your audience’s attention. Adapt it to your needs and capture your audience’s attention. Adapt it to your needs and capture your audience’s attention. Adapt it to your needs and capture your audience’s attention. Adapt it to your needs and capture your audience’s attention.
  • 18. Key Driver Analytics This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Fact 01 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Fact 02 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Fact 03 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Fact 04
  • 19. WWW.COMPANY.COM 19 Key Driver Analytics This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Fact 01 Fact 02 Fact 03 Fact 04
  • 20. Resource Capacity Planning WWW.COMPANY.COM 20 20% 25%45% 10% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 21. Resource Capacity Planning WWW.COMPANY.COM 21 85% 70% 55% 60% Equities Adapt it to your needs and capture your audience’s attention. Property Adapt it to your needs and capture your audience’s attention. Fixed Interest Adapt it to your needs and capture your audience’s attention. Cash Adapt it to your needs and capture your audience’s attention.
  • 22. Financial Planning Adapt it to your needs and capture your audience’s attention. Cash FlowRetirement Adapt it to your needs and capture your audience’s attention. Risk Management Adapt it to your needs and capture your audience’s attention. Investments Adapt it to your needs and capture your audience’s attention. Estate Planning Adapt it to your needs and capture your audience’s attention.
  • 23. Scheduling WWW.COMPANY.COM 23 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 WWW.COMPANY.COM 24 ✓ This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. ✓ This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.Utopia Point Attribute2 Attribute 1 Dominate Solutions Infeasible Region
  • 25. Investment Approaches WWW.COMPANY.COM 25 Bull Market Market Top Bear Market Market Bottom MARKET CYCLE Early Expansion This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Early Recession This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Late Expansion This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Full Recession
  • 26. Investment Approaches WWW.COMPANY.COM 26 ▪ Tail Hedges ▪ Put Option ▪ Dynamic Risk Management ▪ Volatility Management ▪ Risk Completion ▪ Risk Parity ▪ Real Assets ▪ Factor Portfolios Insure Adjust Diversify Minimizing Short-term Losses Mitigating Volatility Meeting Long- term Returns
  • 27. WWW.COMPANY.COM 27 Time Horizon Score 3-5 pts 6-8 pts 9-12 pts 13-16 pts 17-20 pts RiskToleranceScore 3-5 pts 5-9 pts 10-13 pts 14-18 pts 19-24 pts 25-30 pts Investor Personality
  • 28. Investor Personality WWW.COMPANY.COM 28 Investor Personality Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Analytical Methodical Aggressive Intuitive Risk Emotion + +- -
  • 29. Portfolio Return and Performance WWW.COMPANY.COM 29 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 WWW.COMPANY.COM 30 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 WWW.COMPANY.COM 31 Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. 01 04 05 02 03 Adapt it to your needs and capture your audience's attention.
  • 32. Security Analysis WWW.COMPANY.COM 32 150 200 250 300 350 XYZ Ltd 01/10/2016 09:10AM 215 0MCAP (Rs in Cr) 24PE {x} 8EPS (Rs) 146BV (Rs) 2Div. Yield (%) 4PV (Rs) 7EV/Sales {x} 20EV/EBIDTA {x} 138P/BV {x} 215.00Open 229.26Pt. Close 335.30High 170.40Low 350.5552 w/k High 150.7352 w/k Low 09:1010:0711:1512:0513:3014:4515:07
  • 33. Measurement of Portfolio Analysis WWW.COMPANY.COM 33 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
  • 34. Portfolio Selection/ Allocation WWW.COMPANY.COM 34 Cash Bonds 01 Bonds 02 Stocks 01 Stocks 02 Alternatives Cash $104,541 10% Intl bonds $594,445 40% Intl stocks & $58,489 35% Alternatives $340,884 16% U.S bonds $243,380 18% U.S stocks $27,128 25% Class %Total 1-day% Value Cash 10% 0.11% $104,541.20 Stocks 01 25% 0.41 $27,128.40 Stocks 02 35% 0.11% $58,489.96 Bonds 01 18% 0.56% $243,380.27 Bonds 02 40% 0.17% $594,445.62 Alternatives 16% 0.17% $340,884.97 Grand Total $1,323,870.97
  • 35. Portfolio Selection/ Allocation WWW.COMPANY.COM 35 10% 25% 35% 18% 40% 16% 0% 10% 20% 30% 40% 50% Cash Stocks 01 Stocks 02 Bonds 01 Bonds 02 Alternatives Class % Total 1-Day % Value Cash 10% 0.11% $104,541.20 Stocks 01 25% 0.41% $27,128.40 Stocks 02 35% 0.11% $58,489.96 Bonds 01 18% 0.56% $243,380.27 Bonds 02 40% 0.17% $594,445.62 Alternatives 16% 0.17% $340,884.97 Grand Total $1,323,870.97
  • 36. Portfolio Revision WWW.COMPANY.COM 36 Current Portfolio Cash Stocks 01 Stocks 02 Bonds 01 Bonds 02 Alternatives Data Analysis 30% 15% 25% 15% 10% 5% New Portfolio Cash Stocks 01 Stocks 02 Bonds 01 Bonds 02 Alternatives Data Analysis 35% 19% 23% 18% 12% 7%
  • 37. Portfolio Evaluation WWW.COMPANY.COM 37 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 WWW.COMPANY.COM 38 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 • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Feasible Set of Portfolio Feasible and Efficient Portfolios Efficient Set Feasible Set
  • 40. Selection of the Optimal Portfolio WWW.COMPANY.COM 40 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Stocks This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Real Estate This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Bonds 25% 54% 21%
  • 41. Selection of the Optimal Portfolio WWW.COMPANY.COM 41 30% 15% 10% 15% 15% 15% 0% 20% 40% 60% 80% 100% Sample Allocation Real Estate Adapt it to your needs and capture your audience's attention. Bonds Adapt it to your needs and capture your audience's attention. Stocks Adapt it to your needs and capture your audience's attention.
  • 42. Key Evaluation Metrics WWW.COMPANY.COM 42 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 28% 72%47% 87%18%
  • 45. Vision & Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Values Client Preferred by Many Target Audiences This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 46. Meet Our Team WWW.COMPANY.COM Miltom Smith Designation Adapt it to your needs and capture your audience's attention. Tom Albert Designation Adapt it to your needs and capture your audience's attention. John Parker Designation Adapt it to your needs and capture your audience's attention.
  • 47. About Us Target Audiences Premium servicesValues client Preferred by many This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 48. Our Main Goals WWW.COMPANY.COM 48 Satisfaction Communication Values Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention.
  • 49. Comparison WWW.COMPANY.COM 49 vs Sales in 2016 Sales in 2015 Marketing Human Resources Production Customers Marketing Human Resources Production Customers
  • 50. $ 35 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. $ 55 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. $ 95 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. $ 75 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Financials
  • 51. The greatest SUCCESSES come from having the freedom to fail. Mark Zuckerberg (CEO, Facebook)
  • 54. WWW.COMPANY.COM 54 Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. 13 Jun 28 Aug 20 Feb 10 Sep 18 Jul 2015 2015 2016 2016 2017
  • 56. Post it WWW.COMPANY.COM 56 01 02 03 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 57. WWW.COMPANY.COM 57 NEWS PAPER xxxxxxx xxxxx xxxxx This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Industry This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 58. Puzzle WWW.COMPANY.COM 58 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 59. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 59 Target 59
  • 60. Circular WWW.COMPANY.COM 60 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. 01 02 03 04 05
  • 61. Venn WWW.COMPANY.COM 61 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 1 3 4 5 2
  • 62. Mind map WWW.COMPANY.COM 62 Adapt it to your needs and capture your audience’s attention. Adapt it to your needs and capture your audience’s attention. Adapt it to your needs and capture your audience’s attention. Adapt it to your needs and capture your audience’s attention. Adapt it to your needs and capture your audience’s attention.
  • 63. Matrix WWW.COMPANY.COM 63 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. 01 02 0304
  • 64. Lego WWW.COMPANY.COM 64 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 65. Silhouettes WWW.COMPANY.COM 65 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. 25% 65%
  • 66. 66 Generate idea 66 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04
  • 67. Magnifying Glass 15% 40% 25% 20% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. WWW.COMPANY.COM
  • 68. Bar Graph WWW.COMPANY.COM 68 0 5 10 15 20 25 30 35 40 45 50 Jan Feb Mar Apr May Jun Sales in Percentage(%) FinancialYear2016 Product 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 69. Funnel WWW.COMPANY.COM 69 01 02 03 04 05 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 70. Clustered Column WWW.COMPANY.COM 70 0 10 20 30 40 50 60 70 80 90 100 Jan Feb Mar Apr SalesinPercentage(%) Financial Year 2017 Product 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 0 10 20 30 40 50 60 70 80 90 100 Jan Feb Mar Apr Salesinpercentage(%) Financial Year 2017 Product 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 71. WWW.COMPANY.COM 71 Line Chart 0 10 20 30 40 50 60 70 80 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 SalesInPercentage(%) Product 01 Product 02
  • 72. Stock Chart WWW.COMPANY.COM 72 0 20 40 60 80 100 120 140 160 05-01-2017 06-01-2017 07-01-2017 08-01-2017 09-01-2017 Volume Volume High Low Close
  • 73. Pie Chart 50% 20% 10% 20% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. WWW.COMPANY.COM
  • 75. Scatter Chart WWW.COMPANY.COM 75 12 10 30 50 48 43 25 23 0 10 20 30 40 50 60 $0 $5 $10 $15 $20 $25 $30 $35 $40 $45 $50 SalesinPercentage(%) Dollars($) in Millions
  • 76. Radar Chart WWW.COMPANY.COM 76 Jan Feb Mar Apr May Jun Product 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 77. 0 10 20 30 40 50 60 70 80 90 100 2014 2015 2016 2017 SalesInPercentage(%) Product 03 Adapt it to your needs and capture your audience's attention. Product 02 Adapt it to your needs and capture your audience's attention. Product 01 Adapt it to your needs and capture your audience's attention. Clustered Column - Line 77
  • 78. Contact Us WWW.COMPANY.COM 78 Home Call Mail Address: # street number, city, state Contact Number: 0123456789 Email Address: emailaddress@123gmail.com