SlideShare a Scribd company logo
Investment
Management
Analysis
Your Company Name
AGENDA
Manage a portfolio of financial instruments
and cash funds for a particular investor
To achieve Client’s investment objectives
through an individual approach
To analyse and provide information
about multiple securities
Your text here
Your text here
Your text here
2
Table of Content
Introduction to
investments
Issues in efficient
markets
Fixed-income and
leveraged securities
Broadening the
investment perspective
Risk & return
analysis
Analysis and valuation of
equity securities
Analysis and valuation of
equity securities
Derivative
products
3
Market Scenario Overview
Statistics and Market Size
Current Industry Threats and Opportunities
Objectives of Portfolio Management
Your objectives here
Types of Investment
Detailed Investment Options
Investment Instruments
Fund Categorization and Risk Involved
Top Performing Securities in our Portfolio
Introduction to
Investments
4
5
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.
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.
Objectives of
Portfolio
Management
Types of Investment - Detailed Investment Options
Planned Investment
Investment made with a
plan in several sectors
of the economy.
05
Autonomous Investment
Investment which does
not change with income
level.
01
Unplanned Investment
Investment done without
any planning.
06
Induced Investment
Investment which
change with change in
income level.
02
Gross Investment
Investment done
Amount spent for
creation of new capital
assets.
07
Financial Investment
Investment made in
buying financial
instruments.
03
Net Investment
Gross Investment less
Capital Consumption
during a period of time.
08
Real Investment
Investment made in new
plant and equipment.
04
6
Market Scenario Overview – Statistics and Market Size
7
Revenue
$274bn
Forecast Growth
x.x%
Profit
$x.x%
Annual Growth
13-18
3.0%
Employment
549,448
Business
172,775
Market Scenario Overview - Current Industry Threats & Opportunities
OpportunitiesThreats
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
Lack of marketability of an investment
This slide is 100% editable. Adapt it to
your needs
External Growth Opportunities (Mergers
and Acquisitions)
Internal Growth Opportunities
(New markets, new product)
Shifting consumer preferences are
driving change in the industry
Increasing disposable income drive
industry trends
8
Investment Instruments
Mutual Funds
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Hedge Funds
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
ETF’s
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Foreign
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Options
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Emerging
Markets
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.
Bonds
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Cash
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Annuities
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.
Real Estate
Domestic
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
9
Investment Instruments - Funds Categorization & Risk Involved
10
Low Risk
High Risk
Less than 1
months
1 to 9
months
6 months to 3
years
1-3 years
<1 years
>3 years
<3 years
>3 years
<3 years
>3 years
<3 years
Very Low Risk
Liquid Funds
Low Risk
Ultra-Short
Term Funds
Low Risk
Short Term Funds
Medium risk very high risk
Corporate Bond Funds
Medium to high risk
Very high risk
Long Term
Bond Funds
Medium to high risk
Very high risk
Long Term G-sec
Funds
MIP With Less Than
25% Equity
Top Performing Securities In Our Portfolio
Investors Portfolio Investment Percentage(%) Security Returns
Government
Bonds
$2500 75
Mutual Funds $1125 85
Stock Name
Portfolio 1
$6589 46
Stock Name
Portfolio 2
$4589 88
High Average Low
11
Analysis and
Valuation of Equity
Securities
Statistics and Market Size
Valuation of Equity Securities
Discounted Cash Flow
Method
Industry Analysis
Porter’s 5 Forces PESTERL Analysis
SWOT Analysis
Financial Statement Analysis
P&L (tabular form)
Balance Sheet (tabular form)
Cash Flow Statement (tabular form
12
Bargaining Power
of Buyer (High)
Very Lowquaity
Your Text Here
Barriers to Entry
(Low/Moderate)
No Regulations
Local Player
Competition
Rivalry (High)
Your Text Here
Your Text Here
Bargaining Power
of suppliers (High)
Many Suppliers
Alternatives
Threat of
Substitutes (High)
Many Substitutes
High Segmentation
Industry Analysis-
Porter’s 5 Forces
Competitive Forces Model
13
Industry Analysis- Pestel Analysis
This slide is 100%
editable. Adapt it to
your needs and
capture your
audience's attention.
Political
Government Policy
Foreign Policy
P
Economic
Economic
Growth
E
This slide is 100%
editable. Adapt it to
your needs and
capture your
audience's attention.
Technological
Goods Production
Changing Trends
T
This slide is 100%
editable. Adapt it to
your needs and
capture your
audience's attention.
Social
Career Attitudes
Population Matrix
S
This slide is 100%
editable. Adapt it to
your needs and
capture your
audience's attention.
Environmental
Pollution Check
Healthy Hazards
E
This slide is 100%
editable. Adapt it to
your needs and
capture your
audience's attention.
Legal
Health & Safety
Policy Regulation
L
This slide is 100%
editable. Adapt it to
your needs and
capture your
audience's attention.
14
Industry Analysis- Swot Analysis
WeaknessesThis slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Opportunities
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
StrengthsThis slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
Threats
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
15
Net Asset
Value Method
Maintainable
Profit Method or
Discounted Cash
Flows Method
Comparable
Company
Market Multiple
Price/Earnings
multiple
Market Cap/
Sales Multiple
Industry
Valuation
Benchmarks
Valuation of Equity
Securities
1616
Valuation of Equity Securities - Discounted Cash Flow Method
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 FlowDCF Valuation
17
Financial Statement Analysis - P&L Statement (Tabular Form)
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
18
Balance Sheet (Tabular Form)
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
Short Term 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
19
Balance Sheet (Tabular Form)Cont…
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
20
Company Cash Flow Statement (Tabular Form)
FY12 FY13 FY14 FY15
Cash Flow From
Operations
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
All Figures in USD MM
21
Issues in Efficient
Markets
Major Efficient Market Issues
Porter’s 5 Forces PESTERL
Analysis SWOT Analysis
Basic View Of Technical Analysis
Discounted Cash Flow Method
Investments in Special Situation
P&L (tabular form)
Balance Sheet (tabular form)
Cash Flow Statement (tabular form
2222
Major Efficient Market Issues
Transactions Cost related to exchange
of goods and services overcome
market imperfections
Issue 1
Regulatory Restrictions that are
subject to control and guidelines for
efficient market
Issue 2
U.S. market interest rates spreads
for high-yield and emerging market
bonds remain very compressed by
historic standards
Issue 3
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
Issue 4
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
Issue 5
23
Chart Patterns
✓ Identify areas of support and resistance on a chart by
looking at specific patterns
✓ Your text here
✓ Your text here
✓ Add chart patterns methodologies
here
✓ Your text here
✓ Your text here
Technical Indicators
✓ Technicians apply various mathematical formulas to
prices and volumes
✓ Your text here
✓ Your text here
✓ Ad technical indicators methodologies
here
✓ Your text here
✓ Your text here
Technical Analysis Types
KEY RESULT AREAS
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.
2424
25
Investments in Special Situation
Cash
Payouts/Acquisitions
Large number of companies
eventually acquire for a
premium by a competitor
Company Breakups
and Spinoffs
Part of a larger company that
is made to stand on its own as
a corporate entity
Litigation Time
Market tends to
undervalue litigated
assets
Distressed Debt
Investing
Financial instruments issued
by a company that is near to
or currently going through
bankruptcy
Fixed-income
and Leveraged
Securities
Bond and Fixed-Income Securities
BondsFixed Income Securities Overview
Top Performing Bonds
Duration & Reinvestment
Duration of a Bond
DividendInterest Reinvestment Risk Table
Bond Valuation
Bond Valuation Estimation
Bond Valuation Analysis
Convertible Securities & Warrants
Types of Convertible Securities
Options Analysis
2626
Types of Bond
SECURITIES Your text 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
List of Bond & Fixed Income Securities
Types of fixed Income
SECURITIES Your text 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
Security Holding Period Return Class
Bond 1 22% Your text here
Bond 2 28% Your text here
Bond 3 13% Your text here
Bond 4 08% Your text here
Bond 5 16% Your text here
Bond 6 11% Your text here
Bond 8 22% Your text here
Bond 9 34% Your text here
Bond 10 48% Your text here
28
29
Bond Valuation Estimation
Time
(in years)
Cash Flows on
Dollar Bond ($)
Present Value
($)
Cash Flows on Yen
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
Bond Valuation Analysis
Bond Valuation
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 $3,060.00
8 Add Text Here 7
9 Add Text Here 15
10 Add Text Here 3
Return Measures
1 Current Yield 7.45%
2 Yield to Maturity 9.00%
3 Add Text Here 4.00%
30
Bond Duration
31
Period Cash Flows ($)
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
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
DividendInterest Reinvestment Risk Table
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
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
32
Types of Convertible Securities
01
02
03
04
05
06
++
Convertible
Securities
Types
Prospecting
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Initiate Contact
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Identify Needs
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Present Offer
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Manage Objections
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Close A Sale
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
33
Options Analysis
Founder 1 5,000,000 4,00,000 5,400,000
Add Text Here 6,500,000 6,500,000
Investor A 1,500,000 1,500,000
Add Text Here 2,150,000 600,000 2,750,000
Add Text Here 3,200,000 3,200,000
Employee X 150,000 150,000
Add Text Here 250,000 250,000
Add Text 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
Common Preferred A
Preferred A
Convertibles
Options TotalName
34
35
Different Warrant Categories
01
Detachable
Warrant
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
04
Covered
Warrant
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
Wedded
Warrant
02
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
Equity
Warrant
05
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
06
Text
Here
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
03
Naked
Warrant
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
AIG
Warrant
04
Warrant B
03
Warrant A
02
Warrants
Overview
01
Warrants Summarization Overview
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
36
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
3737
Put and Call Options
✓ Buy
✓ Text Here
✓ Text here
✓ Text here
✓ Do nothing
✓ Text here
✓ Text here
✓ Text here
✓ Sell
✓ Text here
✓ Text here
✓ Text here
Without OptionsWith Options
✓ 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
Call
Put
Neutral
Text Here
Text Here
Bullish
Very
Somewhat
Somewhat
Very
Bearish
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Market Options
38
Total
Value
Time
Value
Intrinsic
Value
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
Put and Call Options Time Value
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
39
Puts
Stock index Futures and Options
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
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
40
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
Your Text 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.
You Text Here 5 50.1 29 140
London Stock Exchange Group 9.2 66.9 43.7 305
World Total 3.4 45.1 67 128
Stock indexes Comparison Table
41
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
This slide is 100% editable.
4242
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
Market Trend
Integration of IoT in
physical security
Market Driver
Increase in domestic and
international security threats
43
Recent Global Security Market TrendsBehaviour
Global Growth to
remain in autopilot
01
Reduced reward
for risk
04
Inflation to make a
comeback - but
only in the us
02
Geopolitical
risks
05
Monetary stimulus to
become less
prevalent
03
Your
text here
06
4444
Mutual Funds Investment Criteria Overview
Equity
Balanced
Fixed
Income
Money
Market
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
Average
Annul Return
Risk InvestorsInvestment
45
Top 5 Mutual Funds to Invest in 2018-19
46
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 Crisil Rank
Value
Research Rating
(out of 5)
Assets under
Management
(in SMM)
1
Month
3
Months
1
Year
3
Years
5
Years
Investments in Real Assets
Commodities InfrastructureReal Estate Diversifies Real
Assets Blend
Natural Resource
Equities
Diversification
Potential
Expected
Return Potential
Inflation
Sensitivity
HighLow
47
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
Diversified
Real Assets
Stocks
Bonds
Diversified Real Assets Classification
70%
30%
15%
40%
45%
24%
38%
38%
Diversified Real Assets
48
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
Z
Your Text Here Your Text Here Your Text Here
Your Text Here Your Text Here Your Text Here
Your Text Here Your Text Here Your Text Here
Your Text Here Your Text Here Your Text Here
Your Text Here Your Text Here Your Text Here
Your Text Here Your Text Here Your Text Here
Your Text Here Your Text Here Your Text Here
Your Text Here Your Text Here Your Text Here
Your Text Here Your Text Here Your Text Here
Risk and Return of Portfolio Managers (Tabular Form)
Risk & Return Analysis 4949
Security A Risk (%) 8 4 14 6 18
Security A Return (%) 10 6 4 13 17
Security B Risk (%) 15 3 7 12 -5
Security B Return (%) 9 -4 17 6 13
Risk and Return of Portfolio Managers (Tabular Form)
2015 2016 2017 2018 2019
5050
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
5151
Portfolio Management Dashboard
SectorsNet Worth Allocations Regions
Holdings Net Flows Transactions
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 -$818,341
QNA +3,05%
C +2,78%
DUAL +1,80%
BWT -3,46%
TARH -0,79%
VNK -1,00%
55%
28%
17%
Equity
Fixed
Income
Alternatives
26%
24%
16%
13%
11%
10%
Technology
Energy
Healthcare
Financials
Material
Industrial
America
ACAP
-5$
0$
5$
10$
15$
2013 2014 2015 2016 2017
Alternatives Equity Fixed Income
EMEA
48%
37%
15%
52
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
Portfolio Summary Management Dashboard
Portfolio Name Portfolio Owner 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
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
Allocated
Budget Across
Portfolios
Used Budget
Across Portfolios
Used Budget
Percentage
Estimated Cost
Across Portfolios
Actual Cost
Across Portfolios
34.67M 11.45M 45% 10.42M 6.65M
53
Stocks
Fixed Income
Commodities
Cash
Portfolio Management Securities Allocation Dashboard
Portfolio Criteria 2 Criteria 3 Criteria 4 Profile
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
$8.2$3.2
$1.4
$1.2
My Portfolio
$14,351.76
54
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
Portfolio Management KPI’S
Customer Focus Skills
25.89M
Work Skills Employability
11.46M
Text Here
29%
This slide is 100% editable. Adapt it to your
needs and capture your audience’s attention.
55
Portfolio Management Investment Allocation KPI’S
56
My PortfolioUsed Budget % % Returns
Add Criteria
Here
Portfolio
Summary
Net
Allocations
Current
Allocations
Holdings
Add Criteria
Here
Vs Previous
Month
Vs Previous
Month
Vs Previous
Month
Vs Previous
Month
Vs Previous
Month
Vs Previous
Month
Vs Previous
Month
Vs Previous
Month
0.6% 0.0% 0.0% 0.0%
-4.2% -1.4% 0.5% 21.9%
45 85% 8 19
5,437,000 32,730 1.2% 1.2%
Used Budget
Percentage
34.67M 11.45M 45% 10.42M 6.65M
Investment Management
Analysis-Icon Slide
5757
58
Additional
Slides
Tom Torres
Editor
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
Marry Parker
CEO & Founder
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
Jess Leo
Finance Manger
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
Robin Clark
Designer
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
OurTeam
59
About us
Premium Services
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
Values Client
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.
Target Audiences
6060
BreakCoffee
30 Min
6161
This slide is 100% editable.
Adapt it to your needs an capture
your audience's attention.
Goal 2 This slide is 100% editable. Adapt
it to your needs an capture your
audience's attention.
Goal 02 This slide is 100% editable. Adapt
it to your needs an capture your
audience's attention.
Goal 03 This slide is 100% editable. Adapt
it to your needs an capture your
audience's attention.
Goal 04
Our Goal
6262
Compression
TwitterFacebook
54%
User
65%
User
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.
6363
Venn
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.
01 02
03
64
Our
Our Mission
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Mission 01 Mission 02
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
6565
Financial
30%
This slide is 100%
editable. Adapt it to
your needs and
capture your
audience's attention.
Minimum
50%
This slide is 100%
editable. Adapt it to
your needs and
capture your
audience's attention.
Medium
80%
This slide is 100%
editable. Adapt it to
your needs and
capture your
audience's attention.
Maximum
6666
Location
USA
15 Million User
Russia
35 Million User
Brazil
50 Million User
Australia
70 Million User
Men
This slide is 100% editable. Adapt it to your needs
and capture your audience's attention.
Women
This slide is 100% editable. Adapt it to your needs
and capture your audience's attention.
67
Stacked Column
0
10
20
30
40
50
60
70
80
90
100
FY 01 FY 02 FY 03 FY 04 FY 05 FY 06
(Sales In Percentage%)
Product 01
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
68
Product 02
Clustered Column-Line
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
69
0
10
20
30
40
50
60
70
80
90
100
2014 2015 2016 2017
SalesinPercentage(%)
FY’1 FY’2 FY’ 3 FY’ 4
Product 01
Product 02
THANK
YOU
7070

More Related Content

What's hot

Types of investment
Types of investmentTypes of investment
Unit 1 introduction to investment &amp; portfolio management
Unit 1 introduction to investment &amp; portfolio managementUnit 1 introduction to investment &amp; portfolio management
Unit 1 introduction to investment &amp; portfolio management
Shaik Mohammad Imran
 
Risk and Return
Risk and ReturnRisk and Return
Risk and Returnsaadiakh
 
Valuation of shares
Valuation of sharesValuation of shares
Valuation of shares
Itisha Sharma
 
09 The Investment Environment - Part 1
09 The Investment Environment - Part 109 The Investment Environment - Part 1
09 The Investment Environment - Part 1
Noushad Feroke
 
Portfolio management
Portfolio managementPortfolio management
Portfolio management
karishma
 
Introduction to portfolio management
Introduction to portfolio managementIntroduction to portfolio management
Introduction to portfolio managementVinay Singhania
 
Investment management
Investment managementInvestment management
Investment management
hadi Hedayati
 
Equity portfolio management strategies
Equity portfolio management strategiesEquity portfolio management strategies
Equity portfolio management strategies
Bikash Kumar
 
Modern Portfolio Theory
Modern Portfolio TheoryModern Portfolio Theory
Modern Portfolio Theory
GURU GHASIDAS VISHWAVIDYALAYA
 
Foreign exchange risk and hedging
Foreign exchange risk and hedgingForeign exchange risk and hedging
Foreign exchange risk and hedgingJuby John
 
Foreign exchange exposure PPT
Foreign exchange exposure PPTForeign exchange exposure PPT
Foreign exchange exposure PPT
Vijay Mehta
 
Time value of money
Time value of moneyTime value of money
Time value of money
Jubayer Alam Shoikat
 
Investment management
Investment managementInvestment management
Investment management
RajThakuri
 
Capital Market
Capital MarketCapital Market
Capital Market
Sneha J Chouhan
 
Interest rate parity 1
Interest rate parity 1Interest rate parity 1
Interest rate parity 1Anshu Singh
 
Behavioral Finance Overview
Behavioral Finance OverviewBehavioral Finance Overview
Behavioral Finance Overview
Prashant Shrestha
 
3. Trading - Types of derivatives
3. Trading - Types of derivatives3. Trading - Types of derivatives
3. Trading - Types of derivatives
Koffee Financial
 
Secondary Markets
Secondary MarketsSecondary Markets
Secondary Markets
Aniket Joshi
 

What's hot (20)

Types of investment
Types of investmentTypes of investment
Types of investment
 
Unit 1 introduction to investment &amp; portfolio management
Unit 1 introduction to investment &amp; portfolio managementUnit 1 introduction to investment &amp; portfolio management
Unit 1 introduction to investment &amp; portfolio management
 
Risk and Return
Risk and ReturnRisk and Return
Risk and Return
 
Bond markets
Bond marketsBond markets
Bond markets
 
Valuation of shares
Valuation of sharesValuation of shares
Valuation of shares
 
09 The Investment Environment - Part 1
09 The Investment Environment - Part 109 The Investment Environment - Part 1
09 The Investment Environment - Part 1
 
Portfolio management
Portfolio managementPortfolio management
Portfolio management
 
Introduction to portfolio management
Introduction to portfolio managementIntroduction to portfolio management
Introduction to portfolio management
 
Investment management
Investment managementInvestment management
Investment management
 
Equity portfolio management strategies
Equity portfolio management strategiesEquity portfolio management strategies
Equity portfolio management strategies
 
Modern Portfolio Theory
Modern Portfolio TheoryModern Portfolio Theory
Modern Portfolio Theory
 
Foreign exchange risk and hedging
Foreign exchange risk and hedgingForeign exchange risk and hedging
Foreign exchange risk and hedging
 
Foreign exchange exposure PPT
Foreign exchange exposure PPTForeign exchange exposure PPT
Foreign exchange exposure PPT
 
Time value of money
Time value of moneyTime value of money
Time value of money
 
Investment management
Investment managementInvestment management
Investment management
 
Capital Market
Capital MarketCapital Market
Capital Market
 
Interest rate parity 1
Interest rate parity 1Interest rate parity 1
Interest rate parity 1
 
Behavioral Finance Overview
Behavioral Finance OverviewBehavioral Finance Overview
Behavioral Finance Overview
 
3. Trading - Types of derivatives
3. Trading - Types of derivatives3. Trading - Types of derivatives
3. Trading - Types of derivatives
 
Secondary Markets
Secondary MarketsSecondary Markets
Secondary Markets
 

Similar to Investment Management Analysis PowerPoint Presentation Slides

Portfolio Analysis PowerPoint Presentation Slides
Portfolio Analysis PowerPoint Presentation SlidesPortfolio Analysis PowerPoint Presentation Slides
Portfolio Analysis PowerPoint Presentation Slides
SlideTeam
 
Asset Allocation Management PowerPoint Presentation Slides
Asset Allocation Management PowerPoint Presentation SlidesAsset Allocation Management PowerPoint Presentation Slides
Asset Allocation Management PowerPoint Presentation Slides
SlideTeam
 
Funds Analysis PowerPoint Presentation Slides
Funds Analysis PowerPoint Presentation SlidesFunds Analysis PowerPoint Presentation Slides
Funds Analysis PowerPoint Presentation Slides
SlideTeam
 
Detailed Investment Analysis PowerPoint Presentation Slides
Detailed Investment Analysis PowerPoint Presentation SlidesDetailed Investment Analysis PowerPoint Presentation Slides
Detailed Investment Analysis PowerPoint Presentation Slides
SlideTeam
 
Portfolio Management Powerpoint Presentation Slides
Portfolio Management Powerpoint Presentation SlidesPortfolio Management Powerpoint Presentation Slides
Portfolio Management Powerpoint Presentation Slides
SlideTeam
 
Portfolio Management PowerPoint Presentation Slides
Portfolio Management PowerPoint Presentation SlidesPortfolio Management PowerPoint Presentation Slides
Portfolio Management PowerPoint Presentation Slides
SlideTeam
 
Investment Portfolio Management PowerPoint Presentation Slides
Investment Portfolio Management PowerPoint Presentation Slides Investment Portfolio Management PowerPoint Presentation Slides
Investment Portfolio Management PowerPoint Presentation Slides
SlideTeam
 
Us Financial Industry Detailed Analysis PowerPoint Presentation Slides
Us Financial Industry Detailed Analysis PowerPoint Presentation SlidesUs Financial Industry Detailed Analysis PowerPoint Presentation Slides
Us Financial Industry Detailed Analysis PowerPoint Presentation Slides
SlideTeam
 
Financial Management PowerPoint Presentation Slides
Financial Management PowerPoint Presentation SlidesFinancial Management PowerPoint Presentation Slides
Financial Management PowerPoint Presentation Slides
SlideTeam
 
Ml ilipp+stock market_popularretirementchoice2
Ml ilipp+stock market_popularretirementchoice2Ml ilipp+stock market_popularretirementchoice2
Ml ilipp+stock market_popularretirementchoice2
Paul Bullock CLU ChFC GBA RPA FLMI CEBS
 
Inorganic Growth Strategies Powerpoint Presentation Slides
Inorganic Growth Strategies Powerpoint Presentation SlidesInorganic Growth Strategies Powerpoint Presentation Slides
Inorganic Growth Strategies Powerpoint Presentation Slides
SlideTeam
 
Investing Concept Of Risk And Return PowerPoint Presentation Slides
Investing Concept Of Risk And Return PowerPoint Presentation Slides Investing Concept Of Risk And Return PowerPoint Presentation Slides
Investing Concept Of Risk And Return PowerPoint Presentation Slides
SlideTeam
 
Mergers And Acquisitions Framework Powerpoint Presentation Slides
Mergers And Acquisitions Framework Powerpoint Presentation SlidesMergers And Acquisitions Framework Powerpoint Presentation Slides
Mergers And Acquisitions Framework Powerpoint Presentation Slides
SlideTeam
 
Mergers and Acquisitions Framework PowerPoint Presentation Slides
Mergers and Acquisitions Framework PowerPoint Presentation Slides Mergers and Acquisitions Framework PowerPoint Presentation Slides
Mergers and Acquisitions Framework PowerPoint Presentation Slides
SlideTeam
 
Market Risk And Return PowerPoint Presentation Slides
Market Risk And Return PowerPoint Presentation Slides Market Risk And Return PowerPoint Presentation Slides
Market Risk And Return PowerPoint Presentation Slides
SlideTeam
 
Consolidation Of Companies PowerPoint Presentation Slides
Consolidation Of Companies PowerPoint Presentation SlidesConsolidation Of Companies PowerPoint Presentation Slides
Consolidation Of Companies PowerPoint Presentation Slides
SlideTeam
 
Venture Capital Fundraising PowerPoint Presentation Slides
Venture Capital Fundraising PowerPoint Presentation SlidesVenture Capital Fundraising PowerPoint Presentation Slides
Venture Capital Fundraising PowerPoint Presentation Slides
SlideTeam
 
Strategic Portfolio Management Powerpoint Presentation Slides
Strategic Portfolio Management Powerpoint Presentation SlidesStrategic Portfolio Management Powerpoint Presentation Slides
Strategic Portfolio Management Powerpoint Presentation Slides
SlideTeam
 
Mergers And Acquisitions Management Powerpoint Presentation Slides
Mergers And Acquisitions Management Powerpoint Presentation SlidesMergers And Acquisitions Management Powerpoint Presentation Slides
Mergers And Acquisitions Management Powerpoint Presentation Slides
SlideTeam
 
Risk Return Trade Off PowerPoint Presentation Slides
Risk Return Trade Off PowerPoint Presentation SlidesRisk Return Trade Off PowerPoint Presentation Slides
Risk Return Trade Off PowerPoint Presentation Slides
SlideTeam
 

Similar to Investment Management Analysis PowerPoint Presentation Slides (20)

Portfolio Analysis PowerPoint Presentation Slides
Portfolio Analysis PowerPoint Presentation SlidesPortfolio Analysis PowerPoint Presentation Slides
Portfolio Analysis PowerPoint Presentation Slides
 
Asset Allocation Management PowerPoint Presentation Slides
Asset Allocation Management PowerPoint Presentation SlidesAsset Allocation Management PowerPoint Presentation Slides
Asset Allocation Management PowerPoint Presentation Slides
 
Funds Analysis PowerPoint Presentation Slides
Funds Analysis PowerPoint Presentation SlidesFunds Analysis PowerPoint Presentation Slides
Funds Analysis PowerPoint Presentation Slides
 
Detailed Investment Analysis PowerPoint Presentation Slides
Detailed Investment Analysis PowerPoint Presentation SlidesDetailed Investment Analysis PowerPoint Presentation Slides
Detailed Investment Analysis PowerPoint Presentation Slides
 
Portfolio Management Powerpoint Presentation Slides
Portfolio Management Powerpoint Presentation SlidesPortfolio Management Powerpoint Presentation Slides
Portfolio Management Powerpoint Presentation Slides
 
Portfolio Management PowerPoint Presentation Slides
Portfolio Management PowerPoint Presentation SlidesPortfolio Management PowerPoint Presentation Slides
Portfolio Management PowerPoint Presentation Slides
 
Investment Portfolio Management PowerPoint Presentation Slides
Investment Portfolio Management PowerPoint Presentation Slides Investment Portfolio Management PowerPoint Presentation Slides
Investment Portfolio Management PowerPoint Presentation Slides
 
Us Financial Industry Detailed Analysis PowerPoint Presentation Slides
Us Financial Industry Detailed Analysis PowerPoint Presentation SlidesUs Financial Industry Detailed Analysis PowerPoint Presentation Slides
Us Financial Industry Detailed Analysis PowerPoint Presentation Slides
 
Financial Management PowerPoint Presentation Slides
Financial Management PowerPoint Presentation SlidesFinancial Management PowerPoint Presentation Slides
Financial Management PowerPoint Presentation Slides
 
Ml ilipp+stock market_popularretirementchoice2
Ml ilipp+stock market_popularretirementchoice2Ml ilipp+stock market_popularretirementchoice2
Ml ilipp+stock market_popularretirementchoice2
 
Inorganic Growth Strategies Powerpoint Presentation Slides
Inorganic Growth Strategies Powerpoint Presentation SlidesInorganic Growth Strategies Powerpoint Presentation Slides
Inorganic Growth Strategies Powerpoint Presentation Slides
 
Investing Concept Of Risk And Return PowerPoint Presentation Slides
Investing Concept Of Risk And Return PowerPoint Presentation Slides Investing Concept Of Risk And Return PowerPoint Presentation Slides
Investing Concept Of Risk And Return PowerPoint Presentation Slides
 
Mergers And Acquisitions Framework Powerpoint Presentation Slides
Mergers And Acquisitions Framework Powerpoint Presentation SlidesMergers And Acquisitions Framework Powerpoint Presentation Slides
Mergers And Acquisitions Framework Powerpoint Presentation Slides
 
Mergers and Acquisitions Framework PowerPoint Presentation Slides
Mergers and Acquisitions Framework PowerPoint Presentation Slides Mergers and Acquisitions Framework PowerPoint Presentation Slides
Mergers and Acquisitions Framework PowerPoint Presentation Slides
 
Market Risk And Return PowerPoint Presentation Slides
Market Risk And Return PowerPoint Presentation Slides Market Risk And Return PowerPoint Presentation Slides
Market Risk And Return PowerPoint Presentation Slides
 
Consolidation Of Companies PowerPoint Presentation Slides
Consolidation Of Companies PowerPoint Presentation SlidesConsolidation Of Companies PowerPoint Presentation Slides
Consolidation Of Companies PowerPoint Presentation Slides
 
Venture Capital Fundraising PowerPoint Presentation Slides
Venture Capital Fundraising PowerPoint Presentation SlidesVenture Capital Fundraising PowerPoint Presentation Slides
Venture Capital Fundraising PowerPoint Presentation Slides
 
Strategic Portfolio Management Powerpoint Presentation Slides
Strategic Portfolio Management Powerpoint Presentation SlidesStrategic Portfolio Management Powerpoint Presentation Slides
Strategic Portfolio Management Powerpoint Presentation Slides
 
Mergers And Acquisitions Management Powerpoint Presentation Slides
Mergers And Acquisitions Management Powerpoint Presentation SlidesMergers And Acquisitions Management Powerpoint Presentation Slides
Mergers And Acquisitions Management Powerpoint Presentation Slides
 
Risk Return Trade Off PowerPoint Presentation Slides
Risk Return Trade Off PowerPoint Presentation SlidesRisk Return Trade Off PowerPoint Presentation Slides
Risk Return Trade Off PowerPoint Presentation Slides
 

More from SlideTeam

Customer Support And Services Guide Powerpoint Presentation Slides
Customer Support And Services Guide Powerpoint Presentation SlidesCustomer Support And Services Guide Powerpoint Presentation Slides
Customer Support And Services Guide Powerpoint Presentation Slides
SlideTeam
 
Word Of Mouth WOM Marketing Strategies To Build Brand Awareness Powerpoint Pr...
Word Of Mouth WOM Marketing Strategies To Build Brand Awareness Powerpoint Pr...Word Of Mouth WOM Marketing Strategies To Build Brand Awareness Powerpoint Pr...
Word Of Mouth WOM Marketing Strategies To Build Brand Awareness Powerpoint Pr...
SlideTeam
 
Strategic Staff Engagement Action Plan Powerpoint Presentation Slides
Strategic Staff Engagement Action Plan Powerpoint Presentation SlidesStrategic Staff Engagement Action Plan Powerpoint Presentation Slides
Strategic Staff Engagement Action Plan Powerpoint Presentation Slides
SlideTeam
 
Traditional Marketing Channel Analysis Powerpoint Presentation Slides Mkt Cd
Traditional Marketing Channel Analysis Powerpoint Presentation Slides Mkt CdTraditional Marketing Channel Analysis Powerpoint Presentation Slides Mkt Cd
Traditional Marketing Channel Analysis Powerpoint Presentation Slides Mkt Cd
SlideTeam
 
Integrating Asset Tracking System To Enhance Operational Effectiveness Comple...
Integrating Asset Tracking System To Enhance Operational Effectiveness Comple...Integrating Asset Tracking System To Enhance Operational Effectiveness Comple...
Integrating Asset Tracking System To Enhance Operational Effectiveness Comple...
SlideTeam
 
Designing And Implementing Brand Leadership Strategy Powerpoint Presentation ...
Designing And Implementing Brand Leadership Strategy Powerpoint Presentation ...Designing And Implementing Brand Leadership Strategy Powerpoint Presentation ...
Designing And Implementing Brand Leadership Strategy Powerpoint Presentation ...
SlideTeam
 
How Amazon Generates Revenues Across Globe Powerpoint Presentation Slides Str...
How Amazon Generates Revenues Across Globe Powerpoint Presentation Slides Str...How Amazon Generates Revenues Across Globe Powerpoint Presentation Slides Str...
How Amazon Generates Revenues Across Globe Powerpoint Presentation Slides Str...
SlideTeam
 
Guide For Effective Event Marketing Powerpoint Presentation Slides Mkt Cd
Guide For Effective Event Marketing Powerpoint Presentation Slides Mkt CdGuide For Effective Event Marketing Powerpoint Presentation Slides Mkt Cd
Guide For Effective Event Marketing Powerpoint Presentation Slides Mkt Cd
SlideTeam
 
Managing Business Customers Technology Powerpoint Presentation Slides
Managing Business Customers Technology Powerpoint Presentation SlidesManaging Business Customers Technology Powerpoint Presentation Slides
Managing Business Customers Technology Powerpoint Presentation Slides
SlideTeam
 
Unearthing Apples Billion Dollar Branding Secret Powerpoint Presentation Slid...
Unearthing Apples Billion Dollar Branding Secret Powerpoint Presentation Slid...Unearthing Apples Billion Dollar Branding Secret Powerpoint Presentation Slid...
Unearthing Apples Billion Dollar Branding Secret Powerpoint Presentation Slid...
SlideTeam
 
Developing Flexible Working Practices To Improve Employee Engagement Powerpoi...
Developing Flexible Working Practices To Improve Employee Engagement Powerpoi...Developing Flexible Working Practices To Improve Employee Engagement Powerpoi...
Developing Flexible Working Practices To Improve Employee Engagement Powerpoi...
SlideTeam
 
Product Corporate And Umbrella Branding Powerpoint Presentation Slides Brandi...
Product Corporate And Umbrella Branding Powerpoint Presentation Slides Brandi...Product Corporate And Umbrella Branding Powerpoint Presentation Slides Brandi...
Product Corporate And Umbrella Branding Powerpoint Presentation Slides Brandi...
SlideTeam
 
Communication Channels And Strategies For Shareholder Engagement Powerpoint P...
Communication Channels And Strategies For Shareholder Engagement Powerpoint P...Communication Channels And Strategies For Shareholder Engagement Powerpoint P...
Communication Channels And Strategies For Shareholder Engagement Powerpoint P...
SlideTeam
 
Responsible Tech Playbook To Leverage Business Ethics Powerpoint Presentation...
Responsible Tech Playbook To Leverage Business Ethics Powerpoint Presentation...Responsible Tech Playbook To Leverage Business Ethics Powerpoint Presentation...
Responsible Tech Playbook To Leverage Business Ethics Powerpoint Presentation...
SlideTeam
 
Generating Leads Through Targeted Digital Marketing Campaign Powerpoint Prese...
Generating Leads Through Targeted Digital Marketing Campaign Powerpoint Prese...Generating Leads Through Targeted Digital Marketing Campaign Powerpoint Prese...
Generating Leads Through Targeted Digital Marketing Campaign Powerpoint Prese...
SlideTeam
 
Boosting Profits With New And Effective Sales Strategic Plan Powerpoint Prese...
Boosting Profits With New And Effective Sales Strategic Plan Powerpoint Prese...Boosting Profits With New And Effective Sales Strategic Plan Powerpoint Prese...
Boosting Profits With New And Effective Sales Strategic Plan Powerpoint Prese...
SlideTeam
 
ChatGPT IT Powerpoint Presentation Slides
ChatGPT IT Powerpoint Presentation SlidesChatGPT IT Powerpoint Presentation Slides
ChatGPT IT Powerpoint Presentation Slides
SlideTeam
 
Methods To Implement Traditional Marketing Powerpoint Presentation Slides Mkt Cd
Methods To Implement Traditional Marketing Powerpoint Presentation Slides Mkt CdMethods To Implement Traditional Marketing Powerpoint Presentation Slides Mkt Cd
Methods To Implement Traditional Marketing Powerpoint Presentation Slides Mkt Cd
SlideTeam
 
Comprehensive Guide To Sports Marketing Strategy Powerpoint Presentation Slid...
Comprehensive Guide To Sports Marketing Strategy Powerpoint Presentation Slid...Comprehensive Guide To Sports Marketing Strategy Powerpoint Presentation Slid...
Comprehensive Guide To Sports Marketing Strategy Powerpoint Presentation Slid...
SlideTeam
 
Global Shift Towards Flexible Working Powerpoint Presentation Slides
Global Shift Towards Flexible Working Powerpoint Presentation SlidesGlobal Shift Towards Flexible Working Powerpoint Presentation Slides
Global Shift Towards Flexible Working Powerpoint Presentation Slides
SlideTeam
 

More from SlideTeam (20)

Customer Support And Services Guide Powerpoint Presentation Slides
Customer Support And Services Guide Powerpoint Presentation SlidesCustomer Support And Services Guide Powerpoint Presentation Slides
Customer Support And Services Guide Powerpoint Presentation Slides
 
Word Of Mouth WOM Marketing Strategies To Build Brand Awareness Powerpoint Pr...
Word Of Mouth WOM Marketing Strategies To Build Brand Awareness Powerpoint Pr...Word Of Mouth WOM Marketing Strategies To Build Brand Awareness Powerpoint Pr...
Word Of Mouth WOM Marketing Strategies To Build Brand Awareness Powerpoint Pr...
 
Strategic Staff Engagement Action Plan Powerpoint Presentation Slides
Strategic Staff Engagement Action Plan Powerpoint Presentation SlidesStrategic Staff Engagement Action Plan Powerpoint Presentation Slides
Strategic Staff Engagement Action Plan Powerpoint Presentation Slides
 
Traditional Marketing Channel Analysis Powerpoint Presentation Slides Mkt Cd
Traditional Marketing Channel Analysis Powerpoint Presentation Slides Mkt CdTraditional Marketing Channel Analysis Powerpoint Presentation Slides Mkt Cd
Traditional Marketing Channel Analysis Powerpoint Presentation Slides Mkt Cd
 
Integrating Asset Tracking System To Enhance Operational Effectiveness Comple...
Integrating Asset Tracking System To Enhance Operational Effectiveness Comple...Integrating Asset Tracking System To Enhance Operational Effectiveness Comple...
Integrating Asset Tracking System To Enhance Operational Effectiveness Comple...
 
Designing And Implementing Brand Leadership Strategy Powerpoint Presentation ...
Designing And Implementing Brand Leadership Strategy Powerpoint Presentation ...Designing And Implementing Brand Leadership Strategy Powerpoint Presentation ...
Designing And Implementing Brand Leadership Strategy Powerpoint Presentation ...
 
How Amazon Generates Revenues Across Globe Powerpoint Presentation Slides Str...
How Amazon Generates Revenues Across Globe Powerpoint Presentation Slides Str...How Amazon Generates Revenues Across Globe Powerpoint Presentation Slides Str...
How Amazon Generates Revenues Across Globe Powerpoint Presentation Slides Str...
 
Guide For Effective Event Marketing Powerpoint Presentation Slides Mkt Cd
Guide For Effective Event Marketing Powerpoint Presentation Slides Mkt CdGuide For Effective Event Marketing Powerpoint Presentation Slides Mkt Cd
Guide For Effective Event Marketing Powerpoint Presentation Slides Mkt Cd
 
Managing Business Customers Technology Powerpoint Presentation Slides
Managing Business Customers Technology Powerpoint Presentation SlidesManaging Business Customers Technology Powerpoint Presentation Slides
Managing Business Customers Technology Powerpoint Presentation Slides
 
Unearthing Apples Billion Dollar Branding Secret Powerpoint Presentation Slid...
Unearthing Apples Billion Dollar Branding Secret Powerpoint Presentation Slid...Unearthing Apples Billion Dollar Branding Secret Powerpoint Presentation Slid...
Unearthing Apples Billion Dollar Branding Secret Powerpoint Presentation Slid...
 
Developing Flexible Working Practices To Improve Employee Engagement Powerpoi...
Developing Flexible Working Practices To Improve Employee Engagement Powerpoi...Developing Flexible Working Practices To Improve Employee Engagement Powerpoi...
Developing Flexible Working Practices To Improve Employee Engagement Powerpoi...
 
Product Corporate And Umbrella Branding Powerpoint Presentation Slides Brandi...
Product Corporate And Umbrella Branding Powerpoint Presentation Slides Brandi...Product Corporate And Umbrella Branding Powerpoint Presentation Slides Brandi...
Product Corporate And Umbrella Branding Powerpoint Presentation Slides Brandi...
 
Communication Channels And Strategies For Shareholder Engagement Powerpoint P...
Communication Channels And Strategies For Shareholder Engagement Powerpoint P...Communication Channels And Strategies For Shareholder Engagement Powerpoint P...
Communication Channels And Strategies For Shareholder Engagement Powerpoint P...
 
Responsible Tech Playbook To Leverage Business Ethics Powerpoint Presentation...
Responsible Tech Playbook To Leverage Business Ethics Powerpoint Presentation...Responsible Tech Playbook To Leverage Business Ethics Powerpoint Presentation...
Responsible Tech Playbook To Leverage Business Ethics Powerpoint Presentation...
 
Generating Leads Through Targeted Digital Marketing Campaign Powerpoint Prese...
Generating Leads Through Targeted Digital Marketing Campaign Powerpoint Prese...Generating Leads Through Targeted Digital Marketing Campaign Powerpoint Prese...
Generating Leads Through Targeted Digital Marketing Campaign Powerpoint Prese...
 
Boosting Profits With New And Effective Sales Strategic Plan Powerpoint Prese...
Boosting Profits With New And Effective Sales Strategic Plan Powerpoint Prese...Boosting Profits With New And Effective Sales Strategic Plan Powerpoint Prese...
Boosting Profits With New And Effective Sales Strategic Plan Powerpoint Prese...
 
ChatGPT IT Powerpoint Presentation Slides
ChatGPT IT Powerpoint Presentation SlidesChatGPT IT Powerpoint Presentation Slides
ChatGPT IT Powerpoint Presentation Slides
 
Methods To Implement Traditional Marketing Powerpoint Presentation Slides Mkt Cd
Methods To Implement Traditional Marketing Powerpoint Presentation Slides Mkt CdMethods To Implement Traditional Marketing Powerpoint Presentation Slides Mkt Cd
Methods To Implement Traditional Marketing Powerpoint Presentation Slides Mkt Cd
 
Comprehensive Guide To Sports Marketing Strategy Powerpoint Presentation Slid...
Comprehensive Guide To Sports Marketing Strategy Powerpoint Presentation Slid...Comprehensive Guide To Sports Marketing Strategy Powerpoint Presentation Slid...
Comprehensive Guide To Sports Marketing Strategy Powerpoint Presentation Slid...
 
Global Shift Towards Flexible Working Powerpoint Presentation Slides
Global Shift Towards Flexible Working Powerpoint Presentation SlidesGlobal Shift Towards Flexible Working Powerpoint Presentation Slides
Global Shift Towards Flexible Working Powerpoint Presentation Slides
 

Recently uploaded

Acorn Recovery: Restore IT infra within minutes
Acorn Recovery: Restore IT infra within minutesAcorn Recovery: Restore IT infra within minutes
Acorn Recovery: Restore IT infra within minutes
IP ServerOne
 
Media as a Mind Controlling Strategy In Old and Modern Era
Media as a Mind Controlling Strategy In Old and Modern EraMedia as a Mind Controlling Strategy In Old and Modern Era
Media as a Mind Controlling Strategy In Old and Modern Era
faizulhassanfaiz1670
 
Bitcoin Lightning wallet and tic-tac-toe game XOXO
Bitcoin Lightning wallet and tic-tac-toe game XOXOBitcoin Lightning wallet and tic-tac-toe game XOXO
Bitcoin Lightning wallet and tic-tac-toe game XOXO
Matjaž Lipuš
 
Getting started with Amazon Bedrock Studio and Control Tower
Getting started with Amazon Bedrock Studio and Control TowerGetting started with Amazon Bedrock Studio and Control Tower
Getting started with Amazon Bedrock Studio and Control Tower
Vladimir Samoylov
 
Competition and Regulation in Professional Services – KLEINER – June 2024 OEC...
Competition and Regulation in Professional Services – KLEINER – June 2024 OEC...Competition and Regulation in Professional Services – KLEINER – June 2024 OEC...
Competition and Regulation in Professional Services – KLEINER – June 2024 OEC...
OECD Directorate for Financial and Enterprise Affairs
 
Eureka, I found it! - Special Libraries Association 2021 Presentation
Eureka, I found it! - Special Libraries Association 2021 PresentationEureka, I found it! - Special Libraries Association 2021 Presentation
Eureka, I found it! - Special Libraries Association 2021 Presentation
Access Innovations, Inc.
 
Bonzo subscription_hjjjjjjjj5hhhhhhh_2024.pdf
Bonzo subscription_hjjjjjjjj5hhhhhhh_2024.pdfBonzo subscription_hjjjjjjjj5hhhhhhh_2024.pdf
Bonzo subscription_hjjjjjjjj5hhhhhhh_2024.pdf
khadija278284
 
somanykidsbutsofewfathers-140705000023-phpapp02.pptx
somanykidsbutsofewfathers-140705000023-phpapp02.pptxsomanykidsbutsofewfathers-140705000023-phpapp02.pptx
somanykidsbutsofewfathers-140705000023-phpapp02.pptx
Howard Spence
 
Obesity causes and management and associated medical conditions
Obesity causes and management and associated medical conditionsObesity causes and management and associated medical conditions
Obesity causes and management and associated medical conditions
Faculty of Medicine And Health Sciences
 
María Carolina Martínez - eCommerce Day Colombia 2024
María Carolina Martínez - eCommerce Day Colombia 2024María Carolina Martínez - eCommerce Day Colombia 2024
María Carolina Martínez - eCommerce Day Colombia 2024
eCommerce Institute
 
Announcement of 18th IEEE International Conference on Software Testing, Verif...
Announcement of 18th IEEE International Conference on Software Testing, Verif...Announcement of 18th IEEE International Conference on Software Testing, Verif...
Announcement of 18th IEEE International Conference on Software Testing, Verif...
Sebastiano Panichella
 
Sharpen existing tools or get a new toolbox? Contemporary cluster initiatives...
Sharpen existing tools or get a new toolbox? Contemporary cluster initiatives...Sharpen existing tools or get a new toolbox? Contemporary cluster initiatives...
Sharpen existing tools or get a new toolbox? Contemporary cluster initiatives...
Orkestra
 
International Workshop on Artificial Intelligence in Software Testing
International Workshop on Artificial Intelligence in Software TestingInternational Workshop on Artificial Intelligence in Software Testing
International Workshop on Artificial Intelligence in Software Testing
Sebastiano Panichella
 
0x01 - Newton's Third Law: Static vs. Dynamic Abusers
0x01 - Newton's Third Law:  Static vs. Dynamic Abusers0x01 - Newton's Third Law:  Static vs. Dynamic Abusers
0x01 - Newton's Third Law: Static vs. Dynamic Abusers
OWASP Beja
 
Doctoral Symposium at the 17th IEEE International Conference on Software Test...
Doctoral Symposium at the 17th IEEE International Conference on Software Test...Doctoral Symposium at the 17th IEEE International Conference on Software Test...
Doctoral Symposium at the 17th IEEE International Conference on Software Test...
Sebastiano Panichella
 
Supercharge your AI - SSP Industry Breakout Session 2024-v2_1.pdf
Supercharge your AI - SSP Industry Breakout Session 2024-v2_1.pdfSupercharge your AI - SSP Industry Breakout Session 2024-v2_1.pdf
Supercharge your AI - SSP Industry Breakout Session 2024-v2_1.pdf
Access Innovations, Inc.
 

Recently uploaded (16)

Acorn Recovery: Restore IT infra within minutes
Acorn Recovery: Restore IT infra within minutesAcorn Recovery: Restore IT infra within minutes
Acorn Recovery: Restore IT infra within minutes
 
Media as a Mind Controlling Strategy In Old and Modern Era
Media as a Mind Controlling Strategy In Old and Modern EraMedia as a Mind Controlling Strategy In Old and Modern Era
Media as a Mind Controlling Strategy In Old and Modern Era
 
Bitcoin Lightning wallet and tic-tac-toe game XOXO
Bitcoin Lightning wallet and tic-tac-toe game XOXOBitcoin Lightning wallet and tic-tac-toe game XOXO
Bitcoin Lightning wallet and tic-tac-toe game XOXO
 
Getting started with Amazon Bedrock Studio and Control Tower
Getting started with Amazon Bedrock Studio and Control TowerGetting started with Amazon Bedrock Studio and Control Tower
Getting started with Amazon Bedrock Studio and Control Tower
 
Competition and Regulation in Professional Services – KLEINER – June 2024 OEC...
Competition and Regulation in Professional Services – KLEINER – June 2024 OEC...Competition and Regulation in Professional Services – KLEINER – June 2024 OEC...
Competition and Regulation in Professional Services – KLEINER – June 2024 OEC...
 
Eureka, I found it! - Special Libraries Association 2021 Presentation
Eureka, I found it! - Special Libraries Association 2021 PresentationEureka, I found it! - Special Libraries Association 2021 Presentation
Eureka, I found it! - Special Libraries Association 2021 Presentation
 
Bonzo subscription_hjjjjjjjj5hhhhhhh_2024.pdf
Bonzo subscription_hjjjjjjjj5hhhhhhh_2024.pdfBonzo subscription_hjjjjjjjj5hhhhhhh_2024.pdf
Bonzo subscription_hjjjjjjjj5hhhhhhh_2024.pdf
 
somanykidsbutsofewfathers-140705000023-phpapp02.pptx
somanykidsbutsofewfathers-140705000023-phpapp02.pptxsomanykidsbutsofewfathers-140705000023-phpapp02.pptx
somanykidsbutsofewfathers-140705000023-phpapp02.pptx
 
Obesity causes and management and associated medical conditions
Obesity causes and management and associated medical conditionsObesity causes and management and associated medical conditions
Obesity causes and management and associated medical conditions
 
María Carolina Martínez - eCommerce Day Colombia 2024
María Carolina Martínez - eCommerce Day Colombia 2024María Carolina Martínez - eCommerce Day Colombia 2024
María Carolina Martínez - eCommerce Day Colombia 2024
 
Announcement of 18th IEEE International Conference on Software Testing, Verif...
Announcement of 18th IEEE International Conference on Software Testing, Verif...Announcement of 18th IEEE International Conference on Software Testing, Verif...
Announcement of 18th IEEE International Conference on Software Testing, Verif...
 
Sharpen existing tools or get a new toolbox? Contemporary cluster initiatives...
Sharpen existing tools or get a new toolbox? Contemporary cluster initiatives...Sharpen existing tools or get a new toolbox? Contemporary cluster initiatives...
Sharpen existing tools or get a new toolbox? Contemporary cluster initiatives...
 
International Workshop on Artificial Intelligence in Software Testing
International Workshop on Artificial Intelligence in Software TestingInternational Workshop on Artificial Intelligence in Software Testing
International Workshop on Artificial Intelligence in Software Testing
 
0x01 - Newton's Third Law: Static vs. Dynamic Abusers
0x01 - Newton's Third Law:  Static vs. Dynamic Abusers0x01 - Newton's Third Law:  Static vs. Dynamic Abusers
0x01 - Newton's Third Law: Static vs. Dynamic Abusers
 
Doctoral Symposium at the 17th IEEE International Conference on Software Test...
Doctoral Symposium at the 17th IEEE International Conference on Software Test...Doctoral Symposium at the 17th IEEE International Conference on Software Test...
Doctoral Symposium at the 17th IEEE International Conference on Software Test...
 
Supercharge your AI - SSP Industry Breakout Session 2024-v2_1.pdf
Supercharge your AI - SSP Industry Breakout Session 2024-v2_1.pdfSupercharge your AI - SSP Industry Breakout Session 2024-v2_1.pdf
Supercharge your AI - SSP Industry Breakout Session 2024-v2_1.pdf
 

Investment Management Analysis PowerPoint Presentation Slides

  • 2. AGENDA Manage a portfolio of financial instruments and cash funds for a particular investor To achieve Client’s investment objectives through an individual approach To analyse and provide information about multiple securities Your text here Your text here Your text here 2
  • 3. Table of Content Introduction to investments Issues in efficient markets Fixed-income and leveraged securities Broadening the investment perspective Risk & return analysis Analysis and valuation of equity securities Analysis and valuation of equity securities Derivative products 3
  • 4. Market Scenario Overview Statistics and Market Size Current Industry Threats and Opportunities Objectives of Portfolio Management Your objectives here Types of Investment Detailed Investment Options Investment Instruments Fund Categorization and Risk Involved Top Performing Securities in our Portfolio Introduction to Investments 4
  • 5. 5 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. 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. Objectives of Portfolio Management
  • 6. Types of Investment - Detailed Investment Options Planned Investment Investment made with a plan in several sectors of the economy. 05 Autonomous Investment Investment which does not change with income level. 01 Unplanned Investment Investment done without any planning. 06 Induced Investment Investment which change with change in income level. 02 Gross Investment Investment done Amount spent for creation of new capital assets. 07 Financial Investment Investment made in buying financial instruments. 03 Net Investment Gross Investment less Capital Consumption during a period of time. 08 Real Investment Investment made in new plant and equipment. 04 6
  • 7. Market Scenario Overview – Statistics and Market Size 7 Revenue $274bn Forecast Growth x.x% Profit $x.x% Annual Growth 13-18 3.0% Employment 549,448 Business 172,775
  • 8. Market Scenario Overview - Current Industry Threats & Opportunities OpportunitiesThreats 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 Lack of marketability of an investment This slide is 100% editable. Adapt it to your needs External Growth Opportunities (Mergers and Acquisitions) Internal Growth Opportunities (New markets, new product) Shifting consumer preferences are driving change in the industry Increasing disposable income drive industry trends 8
  • 9. Investment Instruments Mutual Funds This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Hedge Funds This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ETF’s This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Foreign This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Options This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Emerging Markets 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. Bonds This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Cash This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Annuities 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. Real Estate Domestic This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 9
  • 10. Investment Instruments - Funds Categorization & Risk Involved 10 Low Risk High Risk Less than 1 months 1 to 9 months 6 months to 3 years 1-3 years <1 years >3 years <3 years >3 years <3 years >3 years <3 years Very Low Risk Liquid Funds Low Risk Ultra-Short Term Funds Low Risk Short Term Funds Medium risk very high risk Corporate Bond Funds Medium to high risk Very high risk Long Term Bond Funds Medium to high risk Very high risk Long Term G-sec Funds MIP With Less Than 25% Equity
  • 11. Top Performing Securities In Our Portfolio Investors Portfolio Investment Percentage(%) Security Returns Government Bonds $2500 75 Mutual Funds $1125 85 Stock Name Portfolio 1 $6589 46 Stock Name Portfolio 2 $4589 88 High Average Low 11
  • 12. Analysis and Valuation of Equity Securities Statistics and Market Size Valuation of Equity Securities Discounted Cash Flow Method Industry Analysis Porter’s 5 Forces PESTERL Analysis SWOT Analysis Financial Statement Analysis P&L (tabular form) Balance Sheet (tabular form) Cash Flow Statement (tabular form 12
  • 13. Bargaining Power of Buyer (High) Very Lowquaity Your Text Here Barriers to Entry (Low/Moderate) No Regulations Local Player Competition Rivalry (High) Your Text Here Your Text Here Bargaining Power of suppliers (High) Many Suppliers Alternatives Threat of Substitutes (High) Many Substitutes High Segmentation Industry Analysis- Porter’s 5 Forces Competitive Forces Model 13
  • 14. Industry Analysis- Pestel Analysis This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Political Government Policy Foreign Policy P Economic Economic Growth E This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Technological Goods Production Changing Trends T This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Social Career Attitudes Population Matrix S This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Environmental Pollution Check Healthy Hazards E This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Legal Health & Safety Policy Regulation L This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 14
  • 15. Industry Analysis- Swot Analysis WeaknessesThis slide is 100% editable. Adapt it to your needs and capture your audience's attention. Opportunities This slide is 100% editable. Adapt it to your needs and capture your audience's attention. StrengthsThis slide is 100% editable. Adapt it to your needs and capture your audience's attention. Threats This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 15
  • 16. Net Asset Value Method Maintainable Profit Method or Discounted Cash Flows Method Comparable Company Market Multiple Price/Earnings multiple Market Cap/ Sales Multiple Industry Valuation Benchmarks Valuation of Equity Securities 1616
  • 17. Valuation of Equity Securities - Discounted Cash Flow Method 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 FlowDCF Valuation 17
  • 18. Financial Statement Analysis - P&L Statement (Tabular Form) 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 18
  • 19. Balance Sheet (Tabular Form) 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 Short Term 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 19
  • 20. Balance Sheet (Tabular Form)Cont… 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 20
  • 21. Company Cash Flow Statement (Tabular Form) FY12 FY13 FY14 FY15 Cash Flow From Operations 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 All Figures in USD MM 21
  • 22. Issues in Efficient Markets Major Efficient Market Issues Porter’s 5 Forces PESTERL Analysis SWOT Analysis Basic View Of Technical Analysis Discounted Cash Flow Method Investments in Special Situation P&L (tabular form) Balance Sheet (tabular form) Cash Flow Statement (tabular form 2222
  • 23. Major Efficient Market Issues Transactions Cost related to exchange of goods and services overcome market imperfections Issue 1 Regulatory Restrictions that are subject to control and guidelines for efficient market Issue 2 U.S. market interest rates spreads for high-yield and emerging market bonds remain very compressed by historic standards Issue 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Issue 4 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Issue 5 23
  • 24. Chart Patterns ✓ Identify areas of support and resistance on a chart by looking at specific patterns ✓ Your text here ✓ Your text here ✓ Add chart patterns methodologies here ✓ Your text here ✓ Your text here Technical Indicators ✓ Technicians apply various mathematical formulas to prices and volumes ✓ Your text here ✓ Your text here ✓ Ad technical indicators methodologies here ✓ Your text here ✓ Your text here Technical Analysis Types KEY RESULT AREAS 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. 2424
  • 25. 25 Investments in Special Situation Cash Payouts/Acquisitions Large number of companies eventually acquire for a premium by a competitor Company Breakups and Spinoffs Part of a larger company that is made to stand on its own as a corporate entity Litigation Time Market tends to undervalue litigated assets Distressed Debt Investing Financial instruments issued by a company that is near to or currently going through bankruptcy
  • 26. Fixed-income and Leveraged Securities Bond and Fixed-Income Securities BondsFixed Income Securities Overview Top Performing Bonds Duration & Reinvestment Duration of a Bond DividendInterest Reinvestment Risk Table Bond Valuation Bond Valuation Estimation Bond Valuation Analysis Convertible Securities & Warrants Types of Convertible Securities Options Analysis 2626
  • 27. Types of Bond SECURITIES Your text 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 List of Bond & Fixed Income Securities Types of fixed Income SECURITIES Your text 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
  • 28. Top Performing Bonds Security Holding Period Return Class Bond 1 22% Your text here Bond 2 28% Your text here Bond 3 13% Your text here Bond 4 08% Your text here Bond 5 16% Your text here Bond 6 11% Your text here Bond 8 22% Your text here Bond 9 34% Your text here Bond 10 48% Your text here 28
  • 29. 29 Bond Valuation Estimation Time (in years) Cash Flows on Dollar Bond ($) Present Value ($) Cash Flows on Yen 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. Bond Valuation Analysis Bond Valuation 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 $3,060.00 8 Add Text Here 7 9 Add Text Here 15 10 Add Text Here 3 Return Measures 1 Current Yield 7.45% 2 Yield to Maturity 9.00% 3 Add Text Here 4.00% 30
  • 31. Bond Duration 31 Period Cash Flows ($) 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 32. DividendInterest Reinvestment Risk Table 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 32
  • 33. Types of Convertible Securities 01 02 03 04 05 06 ++ Convertible Securities Types Prospecting This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Initiate Contact This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Identify Needs This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Present Offer This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Manage Objections This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Close A Sale This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 33
  • 34. Options Analysis Founder 1 5,000,000 4,00,000 5,400,000 Add Text Here 6,500,000 6,500,000 Investor A 1,500,000 1,500,000 Add Text Here 2,150,000 600,000 2,750,000 Add Text Here 3,200,000 3,200,000 Employee X 150,000 150,000 Add Text Here 250,000 250,000 Add Text 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 Common Preferred A Preferred A Convertibles Options TotalName 34
  • 35. 35 Different Warrant Categories 01 Detachable Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 Covered Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Wedded Warrant 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Equity Warrant 05 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 06 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 Naked Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 36. AIG Warrant 04 Warrant B 03 Warrant A 02 Warrants Overview 01 Warrants Summarization Overview 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 36
  • 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 3737
  • 38. Put and Call Options ✓ Buy ✓ Text Here ✓ Text here ✓ Text here ✓ Do nothing ✓ Text here ✓ Text here ✓ Text here ✓ Sell ✓ Text here ✓ Text here ✓ Text here Without OptionsWith Options ✓ 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 Call Put Neutral Text Here Text Here Bullish Very Somewhat Somewhat Very Bearish This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Market Options 38
  • 39. Total Value Time Value Intrinsic Value 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 Put and Call Options Time Value This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 39 Puts
  • 40. Stock index Futures and Options 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 40
  • 41. 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 Your Text 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. You Text Here 5 50.1 29 140 London Stock Exchange Group 9.2 66.9 43.7 305 World Total 3.4 45.1 67 128 Stock indexes Comparison Table 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 This slide is 100% editable. 4242
  • 43. 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 Market Trend Integration of IoT in physical security Market Driver Increase in domestic and international security threats 43
  • 44. Recent Global Security Market TrendsBehaviour Global Growth to remain in autopilot 01 Reduced reward for risk 04 Inflation to make a comeback - but only in the us 02 Geopolitical risks 05 Monetary stimulus to become less prevalent 03 Your text here 06 4444
  • 45. Mutual Funds Investment Criteria Overview Equity Balanced Fixed Income Money Market 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 Average Annul Return Risk InvestorsInvestment 45
  • 46. Top 5 Mutual Funds to Invest in 2018-19 46 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 Crisil Rank Value Research Rating (out of 5) Assets under Management (in SMM) 1 Month 3 Months 1 Year 3 Years 5 Years
  • 47. Investments in Real Assets Commodities InfrastructureReal Estate Diversifies Real Assets Blend Natural Resource Equities Diversification Potential Expected Return Potential Inflation Sensitivity HighLow 47
  • 48. 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 Diversified Real Assets Stocks Bonds Diversified Real Assets Classification 70% 30% 15% 40% 45% 24% 38% 38% Diversified Real Assets 48 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
  • 49. Z Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Risk and Return of Portfolio Managers (Tabular Form) Risk & Return Analysis 4949
  • 50. Security A Risk (%) 8 4 14 6 18 Security A Return (%) 10 6 4 13 17 Security B Risk (%) 15 3 7 12 -5 Security B Return (%) 9 -4 17 6 13 Risk and Return of Portfolio Managers (Tabular Form) 2015 2016 2017 2018 2019 5050
  • 51. 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 5151
  • 52. Portfolio Management Dashboard SectorsNet Worth Allocations Regions Holdings Net Flows Transactions 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 -$818,341 QNA +3,05% C +2,78% DUAL +1,80% BWT -3,46% TARH -0,79% VNK -1,00% 55% 28% 17% Equity Fixed Income Alternatives 26% 24% 16% 13% 11% 10% Technology Energy Healthcare Financials Material Industrial America ACAP -5$ 0$ 5$ 10$ 15$ 2013 2014 2015 2016 2017 Alternatives Equity Fixed Income EMEA 48% 37% 15% 52 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
  • 53. Portfolio Summary Management Dashboard Portfolio Name Portfolio Owner 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 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 Allocated Budget Across Portfolios Used Budget Across Portfolios Used Budget Percentage Estimated Cost Across Portfolios Actual Cost Across Portfolios 34.67M 11.45M 45% 10.42M 6.65M 53
  • 54. Stocks Fixed Income Commodities Cash Portfolio Management Securities Allocation Dashboard Portfolio Criteria 2 Criteria 3 Criteria 4 Profile 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 $8.2$3.2 $1.4 $1.2 My Portfolio $14,351.76 54 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
  • 55. Portfolio Management KPI’S Customer Focus Skills 25.89M Work Skills Employability 11.46M Text Here 29% This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 55
  • 56. Portfolio Management Investment Allocation KPI’S 56 My PortfolioUsed Budget % % Returns Add Criteria Here Portfolio Summary Net Allocations Current Allocations Holdings Add Criteria Here Vs Previous Month Vs Previous Month Vs Previous Month Vs Previous Month Vs Previous Month Vs Previous Month Vs Previous Month Vs Previous Month 0.6% 0.0% 0.0% 0.0% -4.2% -1.4% 0.5% 21.9% 45 85% 8 19 5,437,000 32,730 1.2% 1.2% Used Budget Percentage 34.67M 11.45M 45% 10.42M 6.65M
  • 59. Tom Torres Editor This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Marry Parker CEO & Founder This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Jess Leo Finance Manger This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Robin Clark Designer This slide is 100% editable. Adapt it to your needs and capture your audience's attention. OurTeam 59
  • 60. About us Premium Services This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Values Client 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. Target Audiences 6060
  • 62. This slide is 100% editable. Adapt it to your needs an capture your audience's attention. Goal 2 This slide is 100% editable. Adapt it to your needs an capture your audience's attention. Goal 02 This slide is 100% editable. Adapt it to your needs an capture your audience's attention. Goal 03 This slide is 100% editable. Adapt it to your needs an capture your audience's attention. Goal 04 Our Goal 6262
  • 63. Compression TwitterFacebook 54% User 65% User 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. 6363
  • 64. Venn 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. 01 02 03 64
  • 65. Our Our Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mission 01 Mission 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 6565
  • 66. Financial 30% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Minimum 50% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Medium 80% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Maximum 6666
  • 67. Location USA 15 Million User Russia 35 Million User Brazil 50 Million User Australia 70 Million User Men This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Women This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 67
  • 68. Stacked Column 0 10 20 30 40 50 60 70 80 90 100 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 (Sales In Percentage%) Product 01 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 68 Product 02
  • 69. Clustered Column-Line This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 69 0 10 20 30 40 50 60 70 80 90 100 2014 2015 2016 2017 SalesinPercentage(%) FY’1 FY’2 FY’ 3 FY’ 4 Product 01 Product 02