Use our content ready Strategic Portfolio Management PowerPoint Presentation Slides to showcase assets management of various securities in order to meet Investment goals. Investment management strategy PowerPoint complete deck comprises of professional slides such as objectives of portfolio management, types of investments, 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, stick 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 investment portfolio management PPT visuals to analyze risk and return on investment.

1. Strategic Portfolio
Management
Your Company Name

2. Page No: 2
Manage a portfolio of financial instruments and cash
funds for a particular investor
Your text here
To analyse and provide information about multiple
securities
To achieve Client’s investment objectives through an
individual approach
Your text here

3. Page No:
Table of Content
3
Introduction to
Investments
Issues in Efficient
Markets
Derivative
Products
Risk & Return
Analysis
Analysis and valuation of
equity securities
Fixed-income and
leveraged securities
Broadening the
Investment Perspective
KPI &
Dashboards

4. Page No: 4
Introduction to Investments
Objectives of Portfolio
Management
Market Scenario
Overview
Investment
Instruments
Types of
Investment

5. Page No: 5
Consistency of
Returns
Diversification of
Portfolio
Capital Growth Marketability LiquidityObjective
Objectives of Portfolio Management

6. Page No:
Types of Investment - Detailed Investment Options
6
Autonomous Investment
Induced Investment
Financial Investment
Real Investment
Planned Investment
Unplanned Investment
Gross Investment
Net Investment

7. Page No: 7
Market Scenario
Overview-Statistics and
Market Size
$274bn
X.X %
X.X %
2.0%
459.448
162.774

8. Page No:
Market Scenario Overview - Current Industry Threats & Opportunities
8
OPPORTUNITIES THREATS
MARKET THREAT
CREDIT THREAT
INTEREST RATE THREAT
LIQUIDITY THREAT

9. Page No: 9
Stocks
Bonds
Cash
Annuities
Real Estate
Domestic
Hedge Funds
Mutual Funds
ETF’s
Foreign
Options
Emerging Markets
Investment
Instruments

10. Page No: 10
Investment Instruments -
Funds Categorization and Risk
Involved
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
Low
Risk
HighRisk

11. Page No:
Top Performing Securities in Our Portfolio
11
No.
Investor’s
Portfolio
Investment Percentage Security Returns

12. Page No: 12
Analysis and Valuation of Equity Securities
12
Industry
Analysis
Valuation of
Equity Securities
Financial Statement
Analysis

13. Page No: 13
Bargaining Power -Suppliers: High
Barriers To Entry: Low/Moderate
Competition/Rivalry: High
Threat of Substitutes: High
Bargaining Power Buyers: High
Industry Analysis
- Porter’s 5
Forces
COMPETITIVE FORCES MODEL

14. Page No:
Industry Analysis - PESTEL Analysis
P
Political
L
Legal
E
Economic
T
Technological
S
Social
E
Environment
14Page No:

15. Page No: 15
Industry Analysis - SWOT
Analysis
Threats
Opportunities
Weaknesses
Strengths

16. Page No:
EQUITY SECURITIES
VALUATION
ALTERNATIVES
Price / Earnings multiple
Market Cap/ Sales Multiple
Industry Valuation Benchmarks
Net Asset Value Method
Maintainable Profit Method or
Discounted Cash Flows Method
Comparable Company Market
Multiple
Valuation of Equity Securities
16Page No:

17. Page No:
Valuation of Equity Securities - Discounted Cash Flow Method
17
Projected Free Cash Flow
Perpetuity Growth Rate Approach

18. Page No:
Financial Statement Analysis - P&L Statement (Tabular Form)
18
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18

19. Page No:
Balance Sheet (Tabular Form)
19
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18

20. Page No:
Balance Sheet (Tabular Form)
20
Total Fixed
Assets
763.2 2.024.6 3.889.5 8.781.3

21. Page No:
Company Cash Flow Statement (Tabular Form)
21
FY12 FY13 FY14 FY15

22. Page No: 22
Major Efficient
Market Issues
Basic View of
Technical Analysis
Investments in Special
Situation
Issues in Efficient Markets

23. Page No:
Major Efficient
Market Issues
Issue 01
Issue 02
Issue 03
Issue 04
Issue 05
Efficient Market Issues
23Page No:

24. Page No:
Technical Analysis Types
24
KEY RESULT AREAS
Chart Patterns
Technical Indicators

25. Page No: 25
Investments in
Special SituationCash Payouts /Acquisitions
Company Breakups And Spinoffs
Litigation Time
Distressed Debt Investing

26. Page No: 26
Fixed-Income and Leveraged Securities
Bond and Fixed-
Income Securities
Bond Valuation Convertible Securities
& Warrants
Duration and
Reinvestment

27. Page No:
List of Bond & Fixed Income Securities
27
Types Of Bond Securities
Types Of Fixed Income

28. Page No:
Top Performing Bonds
28
Security Holding Period Returns Class

29. Page No:
Bond Valuation Estimation
29
Time
(in years)
Cash Flows on Dollar
Bond ($)
Present Value
($)
Cash Flows on Yen
Bond ( )
Present Value
( )

30. Page No:
Bond Valuation Analysis
BOND VALUATION
RETURN MEASURES
30Page No:

31. Page No:
Bond Duration
31
Period Cash Flows ($) Period X Cash Flow ($) PV of $1 at 5%
Present Value of the
Cash Flow ($)

32. Page No:
Market Interest Rate Investment Horizon Dominance
Dividend Interest Reinvestment Risk Table
32Page No:

33. Page No: 33
ConvertibleSecuritiesTypes
Convertible Bond01
Convertible Preferred Stock02
Warrant03
Capital Note04
Right Issue05
Add Security Here06
Types of
Convertible
Securities

34. Page No:
Options Analysis
34
Name Common Preferred A
Preferred A
Convertibles
Options Total

35. Page No: 35
Different Warrant
Categories
Detachable Warrant
Wedded Warrant
Naked Warrant
Covered Warrant
Equity Warrant
Add Text Here

36. Page No:
Warrants Summarization Overview
36
Warrants Overview Warrant A Warrant B AIG Warrant

37. Page No:
Put and Call Options
Derivative Products
Stock Index Futures & Options
37Page No:

38. Page No:
Put and Call Options
38
Market Opinion
With Opinion
Without Options Buy
• Buy
• Buy call
• Sell put
• Add text here
• Sell options
• Sell option
spreads
• Do nothing
Do nothing
• Buy put spread
• Sell call spread
• Buy put
• Add text here
Sell
Very Somewhat VerySomewhat
Call Pull

39. Page No:
Put and Call Options Time Value
Calls Puts
Total Value Time Value Intrinsic Value Strike Price Intrinsic Value Time Value Total Value
39Page No:

40. Page No:
Stock Index Futures and Options
40
Contract Ticker Symbol Futures Options Globex

41. Page No:
Stock Indexes Comparison Table
Index Options Index Futures Index Options Index Futures
41Page No:

42. Page No: 42
International
Security Markets
Mutual Funds Investments in Real
Assets
Broadening the Investment Perspective

43. Page No:
MARKET GROWTH
MARKET TREND
MARKET DRIVER
International Security Market Highlights
43Page No:

44. Page No:
Add Text Here
Reduced Reward for Risk
Geopolitical Risks
Inflation to make a comeback - but
only in the us
Monetary stimulus to become less
prevalent
Global Growth to remain in Autopilot
Recent Global
Security Market
Trends Behavior
44Page No:

45. Page No:
Mutual Funds Investment Criteria Overview
Equity Balanced Fixed Income Money Market
45Page No:

46. Page No:
Mutual Fund Crisil rank
Value research
rating (out of 5)
Assets under
management
(in $MM)
1 month 3 month 1 year 3 year 5 year
Top 5 Mutual Funds to Invest in 2018-19
46Page No:

47. Page No:
Investments in Real Assets
47
HighLow

48. Page No:
Diversified Real Assets Classification
48
0% Diversified Real
Assets
10% Diversified Real
Assets
20% Diversified Real
Assets
15%
24%
Bonds
Stocks
Diversified Real
Assets

49. Page No:
Top 5 Mutual Funds to Invest In 2018-19
Risk and Return of Portfolio Managers (Tabular Form)
49Page No:

50. Page No:
Risk and Return of Portfolio Managers (Tabular Form)
50
Year Security A risk (%) Security A return (%) Security b risk (%) Security B return (%)

51. Page No: 51
KPI Dashboard KPI Metrics
KPI & Dashboard

52. Page No:
Portfolio Management Dashboard
52
QNA +3.05%
C +2.78%
DUAL +1.80%
BWT -3.46%
TARH -0.79%
VNK -1.00%
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 -$818.341
-5$
0$
5$
10$
15$
2013 2014 2015 2016 2017
Alternatives Equity Fixed Income
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. Page No:
Portfolio Summary Management Dashboard
53
6.65M
10.42M
45%
11.45M
34.67M
Portfolio Name Portfolio Owner Health Budget Used Budget Projects
6%
7%
19%
11%
14%
18%
20%
10%
Facilities Upgrade
Human Capital Intiatives
Insurance Biz
Internal Activities Portfolio
IT Long Haul
Operational Excellence
Product Engineering
Strategic Initiatives
Portfolio Budget

54. Page No:
Portfolio Goal Performance Profile
Portfolio Management Securities Allocation Dashboard
54
$45
$12
$5
$38 Stocks
Fixed Income
Commodities
Cash
$14.351.76
Total Current Allocation ETF (%)
Stocks $11.990.87 (56.8%)
Fixed Income $3.763.97 (20.24%)

55. Page No:
Allocated Budget across portfolios
Used budget percentage
Used budget across portfolios
Portfolio Management KPI’S
55Page No:

56. Page No: 56
Portfolio Summary
5.437.000
Net Allocations
32.730
Used Budget %
5.437.000
% Returns
85%
CURRENT ALLOCATIONS
1.2%
HOLDINGS
1.2%
ADD CRITERIA HERE
8
ADD CRITERIA HERE
19
MY PORTFOLIO
Portfolio
Management
Investment
Allocation KPI’S

57. Page No: 57
Additional
Slides

58. Page No: 58
Strategic Portfolio Management Icon

59. Page No: 59
Our Team
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Our Mission
60Page No:

61. Page No:
Coffee Break
61Page No:

62. Page No: 62
Our Company
Premium Services
Values Client

63. Page No:
Comparison
63
Strategic
Portfolio
Management 1
Strategic
Portfolio
Management 2
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64. Page No:
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Financials
64Page No:

65. Page No:
Timeline
65
2015
2016
2017
2018

66. Page No:
Location
66
USA
CHINA
89%
40%

67. Page No:
Puzzle
67
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68. Page No:
Target
68
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69. Page No:
Venn
69
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70. Page No: 70
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