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1. Investing
Concept of Risk
and Return
Your Company Name

2. Content
1 Analyze historical company’s asset
• Risk & return of company's assets YOY
• Risk & return analysis over a time period
• Risk & return of stocks, bonds & T-bills
2 Investment strategies of predefined portfolios
3 Risk and return measurement
• Risk and return of portfolio managers ( Graphical form)
• Risk and return of portfolio managers ( Tabular form)
• Risk & return W.R.T proportionate investment in stocks & bonds
4 Portfolio monitoring and rebalancing
• Measuring stocks volatility (risk)
• Portfolio return analysis
• Calculating asset beta
• Portfolio value at risk
5 Ranking the passive income streams
6 Impact of risk
2

3. Risk & Return of Company’s Assets YoY
Portfolio Invest (Weight) 15% 20% 12% 36% 17%
Year Stock A Stock B Stock C Stock D Stock E
1 22.46% 12.55% 20.35% 8.75% 16.65%
2 -6.55% -2.49% 4.95% 4.18% 2.21%
3 6.02% 0.06% 1.72% 9.98% 1.35%
4 -5.78% -3.51% 10.72% -1.75% 2.95%
5 -0.18% -6.25% 1.95% 2.17% -3.50%
6 -3.35% -1.05% -3.95% -5.08% -9.45%
7 -9.15% -10.81% -8.48% -0.35% 7.85%
8 -5.35% -10.45% -18.65% 19.68% -11.37%
9 10.74% 15.62% 15.26% 13.15% 15.58%
Average 1.56% -0.55% 3.85% 1.25% 2.06%
St. Dev 11.75% 9.56% 14.25% 9.45% 9.09%
Annual Return 21.15% -9.53% 65.45% 15.68% 25.11%
Portfolio Variance
Capture the
return of each
individual asset
with an offsetting
investment.
3

4. Risk & Return Analysis Over a Time Period
1Year 3 Years 5 Years 7 Years 10 Years 12 Years 15 Years
Yearly Rolling Return Observations 38 36 34 32 29 27 24
Negative Return Observation 12 6 4 3 1 0 0
Loss Probability(%) 32 17 12 9 3 Nil Nil
Median Return(%) 14 13 14 17 18 15 14
Average Return(%) 23 18 17 17 16 17 15
Max Return(%) 252 80 52 43 34 34 27
Minimum Return(%) -45 -15 -5 -2 -2 3 7
Standard Deviation(%) 50 20 14 11 8 7 5
Time Period
This is a tabular
representation of the
financial assets over
certain time period.
You can alter the
table as per need.
4

5. Risk & Return of Stocks, Bonds & T-Bills
Stocks 50% Stocks 45% Stocks 40%
Bonds 40% Bonds 35% Bonds 30%
T-Bills 10% T-Bills 10% T-Bills 10%
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
Return 10.7% Return 11.1% Return 11.5%
Volatility 10.9% Volatility 10.6% Volatility 10.5%
Portfolio 1 Portfolio 2 Portfolio 3
The below comparison
demonstrates the
alternate portfolio that
outperforms the
traditional portfolio.You
can modify the table as
per need.
5

6. Investment Strategies of Predefined Portfolios
RETURN
RISK
PREDEFINDED PORTFOLIOS
INVESTMENT STRATEGIES
Conservative Portfolio
Moderate Portfolio
Aggressive Portfolio
International Value Equity
International Growth Equity
Small – Cap Equity -Core
Mid Cap Growth
Mid Cap Value
Large Cap Growth
Large Cap Blend
Index Equity
Large Cap Value
Balanced
Bond
Interest
Below is the graph
which can be use to
list down all the
investment
strategies based on
the type of
portfolios.
6

7. Risk and Return of Portfolio Managers (Graphical Form) 1/2
-45%
-43%
-41% -39%
-37%
-34%
-28%
-30%
-23%
-16%
-14%
60.2%
55.7%
52.4%
48.8%
45.3%
41.8%
38.7%
34.6%
30.6% 29.6%
25.4%
10%90%100% 0% 25%75% 35%65% 50%50% 55%45% 60%40% 70%30% 100% 0%40%60% 90%20%
Your asset
allocation
Highest
annual gain
Worst
annual loss
Stocks Bonds
The slide measure
the annual return for
company’s assets
with the percentage
composition of
allocation.
7

8. Risk and Return of Portfolio Managers (Graphical Form) 2/2
32
41
29 31
25 28
32
41
29
31
25
28
-11
-13
1
-5
-9
-21
2014 2015 2016 2017 2018 2019
Range
28%
Index Return
Underperforming Stock Relative Return
Outperforming Stock Relative Return
Size of Return Differential
Analyse the
return value of
portfolios on the
level of index
return.
8

9. Risk and Return of Portfolio Managers (Tabular Form)
Asset Allocation
1-Jan-2018 31- Dec-2018
Return
Amount Invested($) Shares Stock Price($) Shares Stock Price($) Earnings/Losses($)
US Stock 1
60%
15,000 600 20 600 15 9,000 -40%
US Stock 2 15,000 600 22 600 18 10,800 -28%
US Stock 3 15,000 600 28 600 29 17,400 -16%
US Stock 4 15,000 600 30 600 22 13,200 -12%
Developed
25%
4,000 300 8 300 15 4,500 13%
Developed 4,000 300 8 300 11 3,300 -18%
Developed 3,000 250 9 250 13 3,250 8%
Developed 3,000 250 9 250 17 4,250 42%
Developed 2,500 250 9 250 11 2,750 10%
Developed 3,000 250 9 250 19 4,625 54%
Developed 2,000 300 9 300 19 5,595 180%
Developed 2,500 260 10 260 24 6,240 150%
EMEA
15%
3,000 400 11 400 22 8,800 193%
EMEA 2,000 250 12 250 17 4,250 113%
EMEA 2,000 250 13 250 16 4,000 100%
EMEA 3,000 350 11 350 18 6,300 110%
EMEA 6,000 400 16 400 20 8,000 33%
Portfolio Value $100,000 $116,260 16.26%
Diversifiable Risk
The template is tracking
the record of fund
investment with the
return value and
percentage composition
of stock holding in
portfolio. Make the
adjustment to values as
per need.
9

10. Risk & Return W.R.T Proportionate Investment in Stocks & Bonds
Risk
Reward
Minimum Risk:
70% Stock, 30% Bonds
Maximum Risk:
0% Stocks, 100% Bonds
55% Stock, 45% Bonds
30% Stock, 70%Bonds
100% Stocks, 0% Bonds
35% Stock, 65% Bonds
Stocks Bonds
Define the different
financial investment
portfolio on the level
of risk and reward.
You can use it as
per need
10

11. Measuring Stock Volatility (Risk)
PTCIX 550 $11.43 $6,286.50 2.84 $17,853.66
VTTVX 300 $12.27 $3,681.00 1.1 $4,049.10
VGSNX 600 $8.97 $5,382.00 0.63 $3,390.66
FGCKX 250 $72.44 $18,110.00 1.23 $22,275.30
FLCEX 800 $9.62 $7,696.00 1 $7,696.00
Total: $41,155.00 Total: $55,264.72
Portfolio Beta 1.3428271
Fund # of Shares Cost/Share Value Beta Value x Beta
Measure the
beta value of
each fund with
the cost/share
of each asset
11

12. Portfolio Return Analysis
Date Portfolio Return Market Return Risk Free Rate (Rf) Beta Alpha
Jan-2015 4.11% 2.51% 1.25% 0.45 2.20%
Feb-2015 2.25% 2.65% Text Here Text Here Text Here
Mar-2016 3.28% 1.58% Text Here Text Here Text Here
Apr-2015 5.05% 3.74% Text Here Text Here Text Here
May-2015 1.84% 0.22% Text Here Text Here Text Here
Jun-2017 0.81% -3.56% Text Here Text Here Text Here
Jul-2015 1.52% -3.88% Text Here Text Here Text Here
Aug-2017 2.99% 1.65% Text Here Text Here Text Here
Sep-2015 4.74% 4.21% Text Here Text Here Text Here
Oct-2016 3.99% 2.11% Text Here Text Here Text Here
Nov-2015 3.21% 3.89% Text Here Text Here Text Here
Dec-2018 5.69% 4.12% Text Here Text Here Text Here
AVERAGE 3.29% 1.60%
Measure the average
portfolio return and Avg.
market return with the
value of alpha and beta,
given the level of risk
undertaken in portfolio.
12

13. Portfolio Return Analysis
Date Portfolio Return Market Return Risk Free Rate (Rf) Beta Alpha
Jan-2015 4.11% 2.51% 1.25% 0.45 2.20%
Feb-2015 2.25% 2.65% Text Here Text Here Text Here
Mar-2016 3.28% 1.58% Text Here Text Here Text Here
Apr-2015 5.05% 3.74% Text Here Text Here Text Here
May-2015 1.84% 0.22% Text Here Text Here Text Here
Jun-2017 0.81% -3.56% Text Here Text Here Text Here
Jul-2015 1.52% -3.88% Text Here Text Here Text Here
Aug-2017 2.99% 1.65% Text Here Text Here Text Here
Sep-2015 4.74% 4.21% Text Here Text Here Text Here
Oct-2016 3.99% 2.11% Text Here Text Here Text Here
Nov-2015 3.21% 3.89% Text Here Text Here Text Here
Dec-2018 5.69% 4.12% Text Here Text Here Text Here
AVERAGE 3.29% 1.60%
Measure the average
portfolio return and Avg.
market return with the
value of alpha and beta,
given the level of risk
undertaken in portfolio.
13

14. Calculating Asset Beta
Levered Beta Equity Beta Tax Rate Net Dept ($M) Equity ($M) Debt/Equity Asset Beta
Stock 1 1.21 35% 524 2,542 21% 1.07
Stock 2 1.08 33% - 15,298 0% 1.08
Stock 3 0.87 28% (255) 3,275 -8% 0.92
Stock 4 1.58 34% 785 1,027 76% 1.05
Stock 5 1.35 30% 1,027 9,217 11% 1.26
Average 1.22 32% 416 6,272 20% 1.07
Median 1.21 33% 524 3,275 11% 1.07
Equity -> Asset Beta
14
The slide provide the
composite measure of
portfolio’s performance
that also include
average and median
value. You can modify
the table as per need.

15. Portfolio Value at Risk
Mkt Value
Portfolio
Weight(%)
Active
Weight
(%)
Portfolio
risk
Port risk
contribution
Correlation
Port risk
contributi
on (%)
Portfolio
Value-At-
Risk($)
9,872,378,620 100% 0% 14.79 14.79 1.00 100% 693,379,355
Equity 6,180,148,506 _ 3.20% 22.67 14.14 0.996 _ 665,341,708
Fixed
Income
2,635,925,092 _ -13.90% 4.29 0.04 0.031 _ 53,679,517
Private
Real Estate
542,948,245 5.50% 5.50% 13.47 0.50 0.679 3.40% 34,726,130
Hedge
Fund
394,888,234 4.00% 4.00% 4.67 0.12 0.622 0.79% 8,753,434
Cash 118,468,543 1.20% 1.20% 0.00 0.00 0.000 0.00% 0
The template give
the broad summary
of company’s
financial assets with
the estimate of risk
measure and market
value.
15

16. Ranking the Passive Income Streams
Passive Income Source Risk Return Feasibility Liquidity Activity Total Score
Private Equity 4 7 4 2 10 27
Real Estate 5 8 7 3 6 29
Certificates of Estate 10 1 10 3 10 34
Fixed Income/Bonds 4 5 10 8 9 36
P2P lending 7 7 9 6 8 37
Real Estate Crowdsourcing 7 9 6 6 10 38
Dividend Investing 7 6 10 8 9 40
Creating Your Own
Products
10 8 8 8 8 42
Score Methodology: 1 – 10, with 10 being the least risky, highest return, most feasible, most liquid and least amount of activity required
The following table
shows the five factor
to rank the passive
income of the
organisation. Use
the table as per
need.
16

17. Impact of Risk
Interest Rate Risk- Debt Debt Changes in interest rate environment
Interest Rate Risk - Assets Investments Changes in interest rate environment
Investment Risk (Equities) Investments Changes in investor sentiment
Credit Provider Risk Debt Provider rating downgrade
Renewal/Refinancing Risk Debt Changes in lending appetite
Operational Risk EBITDA Variability in operating performance
Basis Risk Swaps Imperfect hedge
Remarketing/Put Risk Debt Market conditions, enhancer downgrade
Mark to Market Risk Swaps Changes in interest rate environment
Counterparty Downgrade Risk Swaps Swap counterparty downgrade
Impact CauseRisk
17

18. Investing Concept of Risk and Return Icon Slide
18

19. Additional Slides
19

20. Our Mission
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audience's attention.
Vision
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Goal
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Mission
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21. Our Team
Name Here
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Designation
Name Here
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audience's attention.
Designation
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Designation
21

22. Comparison
VS
67%
Male
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your needs and capture your
audience's attention.
33%
Female
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23. About UsValues Client
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Creative
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24. Financial
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$659
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25. Financial
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$659 $540 $256$340
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26. Our Goal
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Goal 01
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Goal 03
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Goal 02
26

27. Timeline
START
2015
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2014
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2016
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28. END
2018
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2019
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29. Post it
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30. Quotes
It’s not just about being better. It’s
about being different. You need to give
people a reason to choose your
business.
-Tom Abbott
30

31. Thank You
Email Address
emailaddress123@gmail.com
Address
# street number, city, state
Contact Numbers
0123456789
31