Create an investment plan with our content ready Portfolio Management PowerPoint Presentation Slides. The topic-specific asset allocation management presentation deck has various content ready PPT slides such as introduction to investments, objectives of portfolio management, types of investment, market scenario overview investment instruments, securities portfolio, analysis and valuation of equity securities, industry analysis PESTEL, SWOT analysis, discounted cash flow method, financial statement analysis, company cash flow statement, investment in special situations, fixed income and leveraged securities, bond valuation system, reinvestment risk table, type of convertible securities, options analysis, warrants summarization overview, derivative products, put and call options, stock index futures and options, stock indexes comparison table, broaden the investment perspective, international security market highlights, global market trends, mutual funds investment criteria overview, investment in real estate, diversified real estate classification, KPIs and dashboards, etc. Download the professionally designed investment analysis & portfolio management PowerPoint complete deck for portfolio risk and return analysis. Our Portfolio Management PowerPoint Presentation Slides team are like a bunch of cowboys. They enjoy being fast off the draw.
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Use our content ready Strategic Portfolio Management PowerPoint Presentation Slides to showcase assets management of various securities in order to meet Investment goals. Investment management strategy PowerPoint complete deck comprises of professional slides such as objectives of portfolio management, types of investments, market scenario overview, investment instruments, securities portfolio, analysis and valuation of equity securities, industry analysis PESTEL, SWOT analysis, discounted cash flow method, financial statement analysis, company cash flow statement, investment in special situations, fixed income and leveraged securities, bond valuation system, reinvestment risk table, type of convertible securities, options analysis, warrants summarization overview, derivative products, put and call options, stock index futures and options, stick indexes comparison table, broaden the investment perspective, international security market highlights, global market trends, mutual funds investment criteria overview, investment in real estate, diversified real estate classification, KPIs and dashboards etc. Download investment portfolio management PPT visuals to analyze risk and return on investment. https://bit.ly/3sauHXW
Investment Analysis and Portfolio ManagementBabasab Patil
This document summarizes key points about investment analysis and portfolio management. It discusses the module website resources, gains and losses from past investments, markets and security types, brokers, returns and risks, and the investment process. The essential topics covered are types of markets and securities, factors that influence investment returns and risks, and the basic steps in analyzing investments and constructing a portfolio.
Examine the components of investment management with our content ready Portfolio Analysis PowerPoint Presentation Slides. The topic-specific investment strategies PowerPoint complete deck has various content ready PPT slides such as introduction to investments, objectives of portfolio management, types of investment, market scenario overview investment instruments, securities portfolio, analysis and valuation of equity securities, industry analysis PESTEL, SWOT analysis, discounted cash flow method, financial statement analysis, company cash flow statement, investment in special situations, fixed income and leveraged securities, bond valuation system, reinvestment risk table, type of convertible securities, options analysis, warrants summarization overview, derivative products, put and call options, stock index futures and options, stock indexes comparison table, broaden the investment perspective, international security market highlights, global market trends, mutual funds investment criteria overview, investment in real estate, diversified real estate classification, KPIs and dashboards, etc. Download this visually appealing easy to use financial management PPT slide to showcase factors of investing. Bedeck your ideas with our Portfolio Analysis PowerPoint Presentation Slides. Your audience will get glued onto them.
This document discusses portfolio analysis and security analysis. It defines portfolio analysis as determining the future risk and return of holding various combinations of individual securities. Portfolio analysis involves diversifying investments across different assets, industries, and companies to reduce non-systematic risk. The document contrasts traditional portfolio analysis, which focuses on lowest risk securities, with modern portfolio theory, which emphasizes combining high and low risk securities to maximize returns at a given level of risk. Key aspects of portfolio analysis include calculating expected returns, variance, and the standard deviation and beta of a portfolio to measure risk. Diversification is presented as an important tool to reduce unsystematic risk.
This document discusses investment management. It defines investment as committing funds with an expectation of positive return. The two main forms of investment are real investments in assets like land and machinery, and financial investments in contracts. Investment management aims to meet clients' investment goals through activities like asset allocation, portfolio strategy, and monitoring holdings. It also coordinates investments with other financial planning. Risk and return are important considerations in investment decisions, as there is generally a tradeoff between higher risk and higher potential returns.
This document provides an overview of topics to be covered in a module on financial risk management. The topics include:
1) Managing risk using stock index futures and interest rate derivatives like bond options.
2) Futures contracts for stocks, bonds, bills, and their use for speculation, arbitrage, and hedging. Concepts like delta and gamma hedging.
3) Risk measures like Value at Risk that will be examined statistically and through Monte Carlo simulations and principal component analysis.
4) Modeling volatility in stock prices and interest rates using parametric and non-parametric models, as well as multivariate models.
5) Credit risk measures and credit derivatives like credit default
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Use our content ready Strategic Portfolio Management PowerPoint Presentation Slides to showcase assets management of various securities in order to meet Investment goals. Investment management strategy PowerPoint complete deck comprises of professional slides such as objectives of portfolio management, types of investments, market scenario overview, investment instruments, securities portfolio, analysis and valuation of equity securities, industry analysis PESTEL, SWOT analysis, discounted cash flow method, financial statement analysis, company cash flow statement, investment in special situations, fixed income and leveraged securities, bond valuation system, reinvestment risk table, type of convertible securities, options analysis, warrants summarization overview, derivative products, put and call options, stock index futures and options, stick indexes comparison table, broaden the investment perspective, international security market highlights, global market trends, mutual funds investment criteria overview, investment in real estate, diversified real estate classification, KPIs and dashboards etc. Download investment portfolio management PPT visuals to analyze risk and return on investment. https://bit.ly/3sauHXW
Investment Analysis and Portfolio ManagementBabasab Patil
This document summarizes key points about investment analysis and portfolio management. It discusses the module website resources, gains and losses from past investments, markets and security types, brokers, returns and risks, and the investment process. The essential topics covered are types of markets and securities, factors that influence investment returns and risks, and the basic steps in analyzing investments and constructing a portfolio.
Examine the components of investment management with our content ready Portfolio Analysis PowerPoint Presentation Slides. The topic-specific investment strategies PowerPoint complete deck has various content ready PPT slides such as introduction to investments, objectives of portfolio management, types of investment, market scenario overview investment instruments, securities portfolio, analysis and valuation of equity securities, industry analysis PESTEL, SWOT analysis, discounted cash flow method, financial statement analysis, company cash flow statement, investment in special situations, fixed income and leveraged securities, bond valuation system, reinvestment risk table, type of convertible securities, options analysis, warrants summarization overview, derivative products, put and call options, stock index futures and options, stock indexes comparison table, broaden the investment perspective, international security market highlights, global market trends, mutual funds investment criteria overview, investment in real estate, diversified real estate classification, KPIs and dashboards, etc. Download this visually appealing easy to use financial management PPT slide to showcase factors of investing. Bedeck your ideas with our Portfolio Analysis PowerPoint Presentation Slides. Your audience will get glued onto them.
This document discusses portfolio analysis and security analysis. It defines portfolio analysis as determining the future risk and return of holding various combinations of individual securities. Portfolio analysis involves diversifying investments across different assets, industries, and companies to reduce non-systematic risk. The document contrasts traditional portfolio analysis, which focuses on lowest risk securities, with modern portfolio theory, which emphasizes combining high and low risk securities to maximize returns at a given level of risk. Key aspects of portfolio analysis include calculating expected returns, variance, and the standard deviation and beta of a portfolio to measure risk. Diversification is presented as an important tool to reduce unsystematic risk.
This document discusses investment management. It defines investment as committing funds with an expectation of positive return. The two main forms of investment are real investments in assets like land and machinery, and financial investments in contracts. Investment management aims to meet clients' investment goals through activities like asset allocation, portfolio strategy, and monitoring holdings. It also coordinates investments with other financial planning. Risk and return are important considerations in investment decisions, as there is generally a tradeoff between higher risk and higher potential returns.
This document provides an overview of topics to be covered in a module on financial risk management. The topics include:
1) Managing risk using stock index futures and interest rate derivatives like bond options.
2) Futures contracts for stocks, bonds, bills, and their use for speculation, arbitrage, and hedging. Concepts like delta and gamma hedging.
3) Risk measures like Value at Risk that will be examined statistically and through Monte Carlo simulations and principal component analysis.
4) Modeling volatility in stock prices and interest rates using parametric and non-parametric models, as well as multivariate models.
5) Credit risk measures and credit derivatives like credit default
Portfolio refers to a collection of investments held by an individual or institution. Portfolio management is the professional management of these securities and assets to meet investment goals. The portfolio management process involves creating an investment policy statement detailing goals and constraints, developing an investment strategy based on this, implementing the strategy by investing in assets, and monitoring the portfolio and updating the strategy over time as needs and markets change.
This document provides an overview of security analysis, which involves analyzing tradeable financial instruments like stocks, bonds, and derivatives. It discusses the main approaches to security analysis: fundamental analysis and technical analysis. Fundamental analysis examines underlying business and economic factors, while technical analysis focuses on price trends and momentum. The document then goes into more detail about fundamental analysis and the three steps involved: economic analysis, industry analysis, and company analysis. It provides examples of key variables to consider in each type of analysis.
Stock exchanges play several important roles in the secondary market including raising capital for businesses, facilitating investment opportunities, and acting as an indicator of economic conditions. Major players in the secondary market include various types of brokers, financial intermediaries such as banks and mutual funds, and individual investors. Common instruments traded in the secondary market include fixed income assets like bonds and deposits, variable income assets like equities and derivatives, and hybrid income assets such as mutual funds.
A bond is a (written and signed promise) debt investment in which an investor loans money to an entity (typically corporate or governmental) which borrows the funds for a defined period of time at a variable or fixed interest rate (Coupon Rate).
Futures contracts obligate the buyer and seller to exchange an asset at a predetermined price on a future date. Options provide the buyer the right, but not obligation, to buy or sell the underlying asset at a predetermined strike price by a predetermined expiration date. The buyer pays a premium for this right. There are call and put options, where calls provide the right to buy and puts provide the right to sell. Options have limited downside risk for the buyer compared to futures contracts, but also have time decay as they approach expiration.
The document discusses portfolio management and modern portfolio theory. It defines key concepts like investment, speculation, asset allocation, risk, return, diversification, efficient frontier. Portfolio management aims to balance risk and return through diversification across different asset classes based on an investor's goals, risk tolerance and constraints. Modern portfolio theory provides a framework for optimizing risk-adjusted returns through careful selection of a combination of assets.
This document defines and discusses various aspects of investment. It begins by defining investment as committing funds with the goal of earning additional income or appreciation in value over time. It then discusses different types of investments like lending, purchasing gold or insurance.
The document notes that return is expected in the future from investments but is uncertain, and that the variation between expected and realized returns is considered risk. It outlines numerous current investment avenues and defines investment from financial and economic perspectives.
Key characteristics of investments discussed include expected returns, risk, safety, liquidity, and tax benefits. Objectives of investors are described as maximizing returns while minimizing risk and hedging against inflation. The differences between investment, speculation, and gambling are
Investment management is a generic term that most commonly refers to the buying and selling of investments within a portfolio. Investment management can also include banking and budgeting duties, as well as taxes. The term most often refers to portfolio management and the trading of securities to achieve a specific investment objective.
Investment management – also referred to as money management, portfolio management or private banking – covers the professional management of different securities and assets, such as bonds, shares, real estate and other securities. Proper investment management aims to meet particular investment goals for the benefit of the investors. These investors may be individual investors – referred to as private investors – who have built investment contracts with fund managers, or institutional investors who may be pension fund corporations, governments, educational establishments or insurance companies.
Investment management services provide asset allocation, financial statement analysis, stock selection, monitoring of existing investments and plan implementation.
This document provides an overview of fixed income markets and bond fundamentals. It defines key terms like principal, coupon rate, maturity date, and bond ratings. Various types of fixed income instruments are discussed, including treasury securities, municipal bonds, and money market products. The roles of major market participants like issuers, investors, and dealers are outlined. Bond valuation metrics like yield, price, and quotes are also introduced.
Portfolio revision involves periodically reviewing and changing the asset allocation of a portfolio to align with an investor's objectives. The frequency of review depends on factors like portfolio size and securities held. The review should examine objectives, performance targets, actual results, and reasons for variations. It should be followed by timely action. Techniques for revision include buying low and selling high relative to normal price fluctuations. The timing of revisions is important to balance transaction costs and analysis against ensuring the portfolio still meets its goals.
Create a financial analysis report with our topic-specific Detailed Investment Analysis Powerpoint Presentation Slides. The content ready investment evaluation PowerPoint complete deck has various professional looking PPT slides such as introduction to investments, objectives of portfolio management, types of investment, market scenario overview investment instruments, securities portfolio, analysis and valuation of equity securities, industry analysis PESTEL, SWOT analysis, discounted cash flow method, financial statement analysis, company cash flow statement, issues inefficient markets, technical analysis types, investment in special situations, fixed income and leveraged securities, bond valuation system, reinvestment risk table, type of convertible securities, options analysis, warrants summarization overview, derivative products, put and call options, stock index futures and options, stock indexes comparison table, broaden the investment perspective, international security market highlights, global market trends, mutual funds investment criteria overview, investment in real estate, diversified real estate classification, KPIs and dashboards, etc. Download investment management presentation deck to showcase asset allocation management plan. Give folks an example of your high degree of erudition with our Detailed Investment Analysis Powerpoint Presentation Slides. Be able to display impressive credentials.
noorulhadi Lecturer at Govt College of Management Sciences, noorulhadi99@yahoo.com
i have prepared these slides and still using in mylectures, Reference: Portfolio management by S kevin and online sources
This document provides an overview of derivative contracts, specifically forward and future contracts. It defines derivatives and describes how forward contracts are bilateral agreements between two parties to buy or sell an asset at a future date for a predetermined price. Future contracts are similar to forwards but are standardized and exchange-traded. The key differences between forwards and futures highlighted are that futures are traded on exchanges, require margin payments, follow daily settlement marked to market, and can be closed prior to delivery, whereas forwards are customized OTC contracts.
This document outlines the course Securities Analysis and Portfolio Management. The objectives of the course are to provide students with frameworks for evaluating investment avenues and managing funds. It will cover various financial instruments, markets, regulations, and portfolio management techniques. The course is divided into 6 units that will cover topics such as fixed income securities, security analysis methods, modern portfolio theories, and portfolio strategies. Students will learn to analyze investments and manage portfolios effectively.
This document provides an overview of capital markets, including the primary and secondary markets. It defines capital markets as markets for trading long-term investment instruments like bonds and stocks. The primary market involves new securities being issued, while the secondary market is where existing securities are traded. Key participants in the secondary market are stock exchanges, clearing corporations, and brokers. The Securities and Exchange Board of India (SEBI) regulates capital markets and aims to protect investors while promoting fair practices.
Fixed income instruments provide lower risk returns through interest payments and repayment of principal. They come with various risks like interest rate risk, credit risk, inflation risk. Common fixed income products include treasury bills, government bonds, commercial paper, mortgage backed securities, and various derivatives like interest rate swaps, swaptions, and caps/floors that allow hedging of risks. Understanding the features, risks and types of various fixed income instruments is important.
The document summarizes the evolution of modern portfolio theory from its origins in Harry Markowitz's mean-variance model to subsequent developments like the Sharpe single-index model and CAPM. It discusses how Markowitz showed investors could maximize returns for a given risk level by holding efficient portfolios on the efficient frontier. The Sharpe model reduced the inputs needed for portfolio risk estimation by correlating assets to a market index rather than each other. CAPM then defined the market portfolio as the efficient portfolio and allowed a risk-free asset, changing the shape of the efficient frontier.
The document provides an overview of various investment avenues available in the current financial year. It discusses key concepts like inflation, risk profiling of investors, and strategies for robust investment and financial planning. The objectives are to understand different asset classes and products, and elicit an in-depth coverage of major investment avenues and their performance over the past couple of years to arrive at an optimal asset allocation keeping in mind risk appetite and investment goals. Key investment avenues discussed include equity, debt, mutual funds, real estate, commodities, and more.
The document discusses stress testing in banks, including what it is, its purpose, and key elements of an effective stress testing process. It notes that while stress testing is important, banks often get it wrong by using inappropriate scenarios, not considering linkages between risks and institutions, and having methodological issues. An effective stress testing process should identify exposures, construct plausible adverse scenarios, estimate losses using risk models, and implement corrective actions if needed.
Use our Funds Analysis PowerPoint Presentation Slides for investment planning and analysis. Funds management PowerPoint complete deck contains ready to use slides such as introduction to investment, objectives of portfolio management, types of investment, market scenario overview, investment instruments, analysis and valuation of equity securities, industry analysis, financial statement analysis, balance sheet, company cash flow statement, major market issues, technical analysis, instruments in special situations, fixed income and leveraged securities, top performing bonds, bond valuation estimation, dividend reinvestment risk table, options analysis, types of convertible securities, different warrant categories, derivative products, put and call options, mutual funds investment, investment in real estate, real estate classification, portfolio management KPIs and many more. Showcase recent global security market trends with this content ready investment analysis PPT visuals. You can also present investment criteria based on equity, fixed income and money market using investment management presentation design. Download the investment strategies and portfolio analysis to present investment risk and return analysis.
This deck consists of total of seventy slides. It has PPT slides highlighting important topics of Investment Portfolio Management Power Point Presentation Slides . This deck comprises of amazing visuals with thoroughly researched content. Each template is well crafted and designed by our PowerPoint experts. Our designers have included all the necessary PowerPoint layouts in this deck. From icons to graphs, this PPT deck has it all. The best part is that these templates are easily customizable. Just click the DOWNLOAD button shown below. Edit the colour, text, font size, add or delete the content as per the requirement. Download this deck now and engage your audience with this ready made presentation.
Portfolio refers to a collection of investments held by an individual or institution. Portfolio management is the professional management of these securities and assets to meet investment goals. The portfolio management process involves creating an investment policy statement detailing goals and constraints, developing an investment strategy based on this, implementing the strategy by investing in assets, and monitoring the portfolio and updating the strategy over time as needs and markets change.
This document provides an overview of security analysis, which involves analyzing tradeable financial instruments like stocks, bonds, and derivatives. It discusses the main approaches to security analysis: fundamental analysis and technical analysis. Fundamental analysis examines underlying business and economic factors, while technical analysis focuses on price trends and momentum. The document then goes into more detail about fundamental analysis and the three steps involved: economic analysis, industry analysis, and company analysis. It provides examples of key variables to consider in each type of analysis.
Stock exchanges play several important roles in the secondary market including raising capital for businesses, facilitating investment opportunities, and acting as an indicator of economic conditions. Major players in the secondary market include various types of brokers, financial intermediaries such as banks and mutual funds, and individual investors. Common instruments traded in the secondary market include fixed income assets like bonds and deposits, variable income assets like equities and derivatives, and hybrid income assets such as mutual funds.
A bond is a (written and signed promise) debt investment in which an investor loans money to an entity (typically corporate or governmental) which borrows the funds for a defined period of time at a variable or fixed interest rate (Coupon Rate).
Futures contracts obligate the buyer and seller to exchange an asset at a predetermined price on a future date. Options provide the buyer the right, but not obligation, to buy or sell the underlying asset at a predetermined strike price by a predetermined expiration date. The buyer pays a premium for this right. There are call and put options, where calls provide the right to buy and puts provide the right to sell. Options have limited downside risk for the buyer compared to futures contracts, but also have time decay as they approach expiration.
The document discusses portfolio management and modern portfolio theory. It defines key concepts like investment, speculation, asset allocation, risk, return, diversification, efficient frontier. Portfolio management aims to balance risk and return through diversification across different asset classes based on an investor's goals, risk tolerance and constraints. Modern portfolio theory provides a framework for optimizing risk-adjusted returns through careful selection of a combination of assets.
This document defines and discusses various aspects of investment. It begins by defining investment as committing funds with the goal of earning additional income or appreciation in value over time. It then discusses different types of investments like lending, purchasing gold or insurance.
The document notes that return is expected in the future from investments but is uncertain, and that the variation between expected and realized returns is considered risk. It outlines numerous current investment avenues and defines investment from financial and economic perspectives.
Key characteristics of investments discussed include expected returns, risk, safety, liquidity, and tax benefits. Objectives of investors are described as maximizing returns while minimizing risk and hedging against inflation. The differences between investment, speculation, and gambling are
Investment management is a generic term that most commonly refers to the buying and selling of investments within a portfolio. Investment management can also include banking and budgeting duties, as well as taxes. The term most often refers to portfolio management and the trading of securities to achieve a specific investment objective.
Investment management – also referred to as money management, portfolio management or private banking – covers the professional management of different securities and assets, such as bonds, shares, real estate and other securities. Proper investment management aims to meet particular investment goals for the benefit of the investors. These investors may be individual investors – referred to as private investors – who have built investment contracts with fund managers, or institutional investors who may be pension fund corporations, governments, educational establishments or insurance companies.
Investment management services provide asset allocation, financial statement analysis, stock selection, monitoring of existing investments and plan implementation.
This document provides an overview of fixed income markets and bond fundamentals. It defines key terms like principal, coupon rate, maturity date, and bond ratings. Various types of fixed income instruments are discussed, including treasury securities, municipal bonds, and money market products. The roles of major market participants like issuers, investors, and dealers are outlined. Bond valuation metrics like yield, price, and quotes are also introduced.
Portfolio revision involves periodically reviewing and changing the asset allocation of a portfolio to align with an investor's objectives. The frequency of review depends on factors like portfolio size and securities held. The review should examine objectives, performance targets, actual results, and reasons for variations. It should be followed by timely action. Techniques for revision include buying low and selling high relative to normal price fluctuations. The timing of revisions is important to balance transaction costs and analysis against ensuring the portfolio still meets its goals.
Create a financial analysis report with our topic-specific Detailed Investment Analysis Powerpoint Presentation Slides. The content ready investment evaluation PowerPoint complete deck has various professional looking PPT slides such as introduction to investments, objectives of portfolio management, types of investment, market scenario overview investment instruments, securities portfolio, analysis and valuation of equity securities, industry analysis PESTEL, SWOT analysis, discounted cash flow method, financial statement analysis, company cash flow statement, issues inefficient markets, technical analysis types, investment in special situations, fixed income and leveraged securities, bond valuation system, reinvestment risk table, type of convertible securities, options analysis, warrants summarization overview, derivative products, put and call options, stock index futures and options, stock indexes comparison table, broaden the investment perspective, international security market highlights, global market trends, mutual funds investment criteria overview, investment in real estate, diversified real estate classification, KPIs and dashboards, etc. Download investment management presentation deck to showcase asset allocation management plan. Give folks an example of your high degree of erudition with our Detailed Investment Analysis Powerpoint Presentation Slides. Be able to display impressive credentials.
noorulhadi Lecturer at Govt College of Management Sciences, noorulhadi99@yahoo.com
i have prepared these slides and still using in mylectures, Reference: Portfolio management by S kevin and online sources
This document provides an overview of derivative contracts, specifically forward and future contracts. It defines derivatives and describes how forward contracts are bilateral agreements between two parties to buy or sell an asset at a future date for a predetermined price. Future contracts are similar to forwards but are standardized and exchange-traded. The key differences between forwards and futures highlighted are that futures are traded on exchanges, require margin payments, follow daily settlement marked to market, and can be closed prior to delivery, whereas forwards are customized OTC contracts.
This document outlines the course Securities Analysis and Portfolio Management. The objectives of the course are to provide students with frameworks for evaluating investment avenues and managing funds. It will cover various financial instruments, markets, regulations, and portfolio management techniques. The course is divided into 6 units that will cover topics such as fixed income securities, security analysis methods, modern portfolio theories, and portfolio strategies. Students will learn to analyze investments and manage portfolios effectively.
This document provides an overview of capital markets, including the primary and secondary markets. It defines capital markets as markets for trading long-term investment instruments like bonds and stocks. The primary market involves new securities being issued, while the secondary market is where existing securities are traded. Key participants in the secondary market are stock exchanges, clearing corporations, and brokers. The Securities and Exchange Board of India (SEBI) regulates capital markets and aims to protect investors while promoting fair practices.
Fixed income instruments provide lower risk returns through interest payments and repayment of principal. They come with various risks like interest rate risk, credit risk, inflation risk. Common fixed income products include treasury bills, government bonds, commercial paper, mortgage backed securities, and various derivatives like interest rate swaps, swaptions, and caps/floors that allow hedging of risks. Understanding the features, risks and types of various fixed income instruments is important.
The document summarizes the evolution of modern portfolio theory from its origins in Harry Markowitz's mean-variance model to subsequent developments like the Sharpe single-index model and CAPM. It discusses how Markowitz showed investors could maximize returns for a given risk level by holding efficient portfolios on the efficient frontier. The Sharpe model reduced the inputs needed for portfolio risk estimation by correlating assets to a market index rather than each other. CAPM then defined the market portfolio as the efficient portfolio and allowed a risk-free asset, changing the shape of the efficient frontier.
The document provides an overview of various investment avenues available in the current financial year. It discusses key concepts like inflation, risk profiling of investors, and strategies for robust investment and financial planning. The objectives are to understand different asset classes and products, and elicit an in-depth coverage of major investment avenues and their performance over the past couple of years to arrive at an optimal asset allocation keeping in mind risk appetite and investment goals. Key investment avenues discussed include equity, debt, mutual funds, real estate, commodities, and more.
The document discusses stress testing in banks, including what it is, its purpose, and key elements of an effective stress testing process. It notes that while stress testing is important, banks often get it wrong by using inappropriate scenarios, not considering linkages between risks and institutions, and having methodological issues. An effective stress testing process should identify exposures, construct plausible adverse scenarios, estimate losses using risk models, and implement corrective actions if needed.
Use our Funds Analysis PowerPoint Presentation Slides for investment planning and analysis. Funds management PowerPoint complete deck contains ready to use slides such as introduction to investment, objectives of portfolio management, types of investment, market scenario overview, investment instruments, analysis and valuation of equity securities, industry analysis, financial statement analysis, balance sheet, company cash flow statement, major market issues, technical analysis, instruments in special situations, fixed income and leveraged securities, top performing bonds, bond valuation estimation, dividend reinvestment risk table, options analysis, types of convertible securities, different warrant categories, derivative products, put and call options, mutual funds investment, investment in real estate, real estate classification, portfolio management KPIs and many more. Showcase recent global security market trends with this content ready investment analysis PPT visuals. You can also present investment criteria based on equity, fixed income and money market using investment management presentation design. Download the investment strategies and portfolio analysis to present investment risk and return analysis.
This deck consists of total of seventy slides. It has PPT slides highlighting important topics of Investment Portfolio Management Power Point Presentation Slides . This deck comprises of amazing visuals with thoroughly researched content. Each template is well crafted and designed by our PowerPoint experts. Our designers have included all the necessary PowerPoint layouts in this deck. From icons to graphs, this PPT deck has it all. The best part is that these templates are easily customizable. Just click the DOWNLOAD button shown below. Edit the colour, text, font size, add or delete the content as per the requirement. Download this deck now and engage your audience with this ready made presentation.
Here is our topic-specific Investment Management Analysis Powerpoint Presentation Slides for portfolio strategy and implementation. The professionally designed wealth management PowerPoint complete deck has various professional looking PPT slides such as introduction to investments, objectives of portfolio management, types of investment, market scenario overview investment instruments, securities portfolio, analysis and valuation of equity securities, industry analysis PESTEL, SWOT analysis, discounted cash flow method, financial statement analysis, company cash flow statement, issues inefficient markets, technical analysis types, investment in special situations, fixed income and leveraged securities, bond valuation system, reinvestment risk table, type of convertible securities, options analysis, warrants summarization overview, derivative products, put and call options, stock index futures and options, stock indexes comparison table, broaden the investment perspective, international security market highlights, global market trends, mutual funds investment criteria overview, investment in real estate, diversified real estate classification, KPIs and dashboards, etc. Download the wealth management presentation deck to achieve your investment objectives. Charge up your audience with our Investment Management Analysis Powerpoint Presentation Slides. They will get completely energized.
This document provides an agenda for an asset allocation management presentation. It includes sections on introducing investments, analyzing and valuing equity securities, issues in efficient markets, fixed-income and leveraged securities, and derivative products. The objectives are to manage investor portfolios to achieve investment objectives through an individual approach and to analyze and provide information about multiple securities. It includes analysis of types of investments, investment instruments, portfolio risk and returns, and industry threats and opportunities.
Showcase the scope of financial management with this content ready Financial Management PowerPoint Presentation Slides. The ready to use financial planning PowerPoint complete deck includes various slides such as financial management goals, objectives, US financial system, financial instruments, rights issue, debenture, time value for money parameters, valuation of bonds, comparative statement, common size statement, balance sheet , cash flow statement, trend analysis, ratio analysis, cash flow for operating activities and many more. Determine the financial needs and ensure availability to adequate funds. Get your audience focus on forex capital analysis, capital budgeting evaluation techniques of projects, capital structure and dividend policy, leverage analysis, cost of capital, working capital analysis, receivable management, inventory management, economic order quality, FIFO and LIFO method, commodity exchange basics and types, commodity exchange structure, financial risk management, types and components, financial risk analysis, capital asset pricing model, etc. Download the investment management PPT slides to present the concepts of financial accounting. Display grasp of every aspect with our Financial Management Powerpoint Presentation Slides. They help exhibit great dexterity.
Showcase your investment plan with our content ready Corporate Finance PowerPoint Presentation Slides. The ready to use financial management PowerPoint complete deck contains various templates like financial management goals, objectives, US financial system, financial instruments, rights issue, debenture, time value for money parameters, valuation of bonds, comparative statement, common size statement, balance sheet , cash flow statement, trend analysis, ratio analysis, cash flow for operating activities and many more. Determine the financial needs and ensure availability to adequate funds. Get your audience to focus on forex capital analysis, capital budgeting evaluation techniques of projects, capital structure and dividend policy, leverage analysis, cost of capital, working capital analysis, receivable management, inventory management, economic order quality, FIFO and LIFO method, commodity exchange basics and types, commodity exchange structure, financial risk management, types and components, financial risk analysis, capital asset pricing model, etc. Download financial accounting PPT slides to describe methods & techniques of the company’s finances and capital management.Imitate intelligently with our Corporate Finance PowerPoint Presentation Slides. Imbibe the good from different examples
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The document outlines an agenda and presentation for a financial management training. It includes sections on cash flow, financial instruments, time value of money, financial statements, and other core financial management topics. Slides provide explanations, examples, and templates for comparative analysis to educate attendees on essential concepts and tools for financial planning, analysis, and decision making.
Us Financial Industry Detailed Analysis PowerPoint Presentation SlidesSlideTeam
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Presenting this set of slides with name - Corporate Finance Powerpoint Presentation Slides. This PPT deck displays eighty slides with in-depth research. Our topic oriented Corporate Finance Powerpoint Presentation Slides presentation deck is a helpful tool to plan, prepare, document and analyze the topic with a clear approach. We provide a ready to use deck with all sorts of relevant topics subtopics templates, charts and graphs, overviews, analysis templates. O. It showcases of all kind of editable templates infographics. You can make changes to colors, data, and fonts if you need to. Download PowerPoint templates in both widescreen and standard screen. The presentation is fully supported by Google Slides. It can be easily converted into JPG or PDF format. https://bit.ly/3pEi9qk
IDFC Focused Equity Fund _Fund presentationJubiIDFCEquity
This document provides an overview of the IDFC Focused Equity Fund, an open-ended equity scheme that invests in a maximum of 30 stocks with a multi-cap focus. The fund aims to generate superior returns by identifying the right stocks and allocating sufficiently to high-conviction ideas. It takes a focused approach of investing in high-quality, high-growth companies, while maintaining a well-diversified portfolio across market caps and sectors. The fund is currently overweight in commodities, information technology and telecom sectors.
This document provides an overview of the IDFC Focused Equity Fund, an open-ended equity scheme that invests in a maximum of 30 stocks with a multi-cap focus. The fund aims to generate superior returns by identifying the right stocks and allocating sufficiently to high-conviction ideas. It takes a focused approach of investing in high-quality, high-growth companies, while maintaining a well-diversified portfolio across market caps and sectors. The fund is currently overweight in commodities, information technology and telecom sectors.
A company’s investment policy is the cornerstone of its investment management activities and should be a living document that is reviewed and updated as needed on an annual basis. In today’s investing environment, what should Treasury teams be thinking about as they conduct this review? Play back the recorded session of our webinar to hear Thomas Metzler, Managing Director with J.P. Morgan's Asset Management Global Liquidity Team, and Phil Mattes, Treasury Strategist with Kyriba Corp., discuss best practices and trends related to corporate investment policies and global liquidity management, as well as:
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-Financial systems support of investment policy compliance
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This document provides an overview of the IDFC Focused Equity Fund. The fund is an open-ended equity scheme that invests in a concentrated portfolio of a maximum of 30 stocks with a multi-cap focus. It aims to invest in companies with superior quality and growth characteristics. The fund manager believes returns are driven by identifying the right stocks and allocating sufficiently to them. Currently, the fund is overweight in sectors such as information technology, telecom, and healthcare.
The document is an investor presentation for Emerald Expositions Events, Inc. It discusses the company's portfolio of large, market-leading trade shows across multiple industries. It highlights the significant and growing market opportunity in the trade show industry. It also outlines Emerald's organic growth strategies like new show launches and cross-selling opportunities. Additionally, it discusses Emerald's proven acquisition track record and the long runway for continued acquisitions in the fragmented trade show industry.
The document is an investor presentation for Emerald Expositions Events, Inc. It discusses the company's portfolio of large, market-leading trade shows across multiple industries. Emerald has opportunities for organic growth through existing portfolio growth driven by industry growth and price increases, adding new categories to existing shows, launching new shows, improving go-to-market effectiveness, and cross-selling exhibitors to multiple events. The presentation also highlights one of Emerald's signature events, Outdoor Retailer + Snow Show, as a case study.
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2. AGENDA
2
To analyse and provide information about
multiple securities.
To achieve client’s investment objectives
through an individual approach.
Manage a portfolio of financial instruments
and cash funds for a particular investor.
Your Text Here
Your Text Here
Your Text Here
3. 3
TABLE of CONTENT
Issues In Efficient Markets
Analysis And Valuation Of Equity Securities
Introduction To Investments
Fixed-income And Leveraged Securities
KPI & Dashboards
Risk & Return Analysis
Broadening The Investment Perspective
Derivative Products
4. 4
Types of Investment
› Detailed Investment Options
Objectives of Portfolio Management
› Your objectives here
Investment Instruments
› Fund Categorization and Risk Involved
› Top Performing Securities in our Portfolio
Market Scenario Overview
› Statistics and Market Size
› Current Industry Threats and Opportunities
Introduction
to
Investments
5. OBJECTIVES OF PORTFOLIO MANAGEMENT
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. Adapt it to your needs
and capture your audience's attention.
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.
5
6. TYPES OF INVESTMENT - DETAILED INVESTMENT OPTIONS
Autonomous Investment
› Investment which does not change
with income level
› This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
Induced Investment
› Investment which change with
change in income level
› This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
Financial Investment
› Investment made in buying
financial instruments
› This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
Real Investment
› Investment made in new plant and
equipment
› This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
Planned Investment
› Investment made with a plan in
several sectors of the economy
› This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Unplanned Investment
› Investment done without any
planning
› This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
Gross Investment
› Amount spent for creation of new
capital assets
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it to your needs and capture your
audience's attention.
Net Investment
› Gross Investment less Capital
Consumption during a period of time
› This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
6
8. MARKET SCENARIO OVERVIEW-CURRENT INDUSTRYTHREATS & OPPORTUNITIES
8
Increasing disposable income drive
industry trends
Shifting consumer preferences are
driving change in the industry
Internal Growth Opportunities
(New markets, new product)
External Growth Opportunities (Mergers
and Acquisitions)
This slide is 100% editable. Adapt it to
your needs
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
This slide is 100% editable. Adapt it to
your needs
OPPORTUNITIES
THREATS
9. INVESTMENT INSTRUMENTS
9
This slide is 100% editable.
Adapt it to your needs
This slide is 100% editable.
Adapt it to your needs
This slide is 100% editable.
Adapt it to your needs
This slide is 100% editable.
Adapt it to your needs
This slide is 100% editable.
Adapt it to your needs
This slide is 100% editable.
Adapt it to your needs
This slide is 100% editable.
Adapt it to your needs
This slide is 100% editable.
Adapt it to your needs
This slide is 100% editable.
Adapt it to your needs
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Adapt it to your needs
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Adapt it to your needs
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Adapt it to your needs
Hedge
Funds
Options
Emerging
Markets
Foreign
Mutual
Funds
ETF’s
Stocks
Real
Estate
Domestic
Annuities
Bonds
Cash
10. INVESTMENT INSTRUMENTS - FUNDS CATEGORIZATION & RISK INVOLVED
10
Less than 1
months
1-3 years
<1 years
6 months to 3
years
1 to 9 months
>3 years
<3 years
>3 years
<3 years
>3 years
<3 years
MIP with less
than 25% equity
Long term
G-sec funds
Long term
bond funds
Corporate
bond funds
Short term
funds
Ultra-short
term funds
Liquid
funds
Medium to high risk
Very high risk
Medium to high risk
Very high risk
Medium to high risk
Very high risk
Medium risk
Very high risk
Low risk
Low risk
Very Low risk
High risk
11. TOP PERFORMING SECURITIES IN OUR PORTFOLIO
11
Investors Portfolio Investment Percentage(%) Security Returns
Government Bonds $2500 75
Mutual Funds $1125 85
Stock NamePortfolio 2 $6589 46
Stock NamePortfolio 2 $4589 88
High Average Low
12. 12
ANALYSIS AND
VALUATION OF
EQUITY
SECURITIES
Industry Analysis
› Porter’s 5 Forces
› PESTERL Analysis
› SWOT Analysis
Valuation of Equity Securities
› Discounted Cash Flow Method
Financial Statement Analysis
› P&L (tabular form)
› Balance Sheet (tabular form)
› Cash Flow Statement (tabular form
13. 13
INDUSTRY ANALYSIS- Porter’s 5 Forces
COMPETITIVE FORCES MODEL
Bargaining Power of Buyer (High)
› Very Low Quality
› Your Text Here
› Your Text Here
› Your Text Here
Barriers to Entry (Low/Moderate)
› No Regulations
› Local Player
› Your Text Here
› Your Text Here
Bargaining Power of suppliers (High)
› Many suppliers
› Alternatives
› Your text here
› Your text here
Threat of Substitutes (High)
› Many Substitutes
› High Segmentation
› Your Text Here
› Your Text Here
Competition /Rivalry (High)
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
14. INDUSTRY ANALYSIS - PESTEL Analysis
14
› Government Policy
› Foreign Policy
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Political
› Economic Growth
› Interest Rates
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Economic
› Career Attitudes
› Population Matrix
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Social
› Goods Production
› Changing Trends
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Technological
› Pollution Check
› Healthy Hazards
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Environmental
› Health & Safety
› Policy Regulation
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Legal
P E S T E L
15. INDUSTRY ANALYSIS - SWOT Analysis
15
Threats
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Strengths
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Weaknesses
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16. 16
VALUATION OF EQUITY SECURITIES
Maintainable Profit Method or Discounted
Cash Flows Method
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Price / Earnings multiple
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Industry Valuation Benchmarks
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Net Asset Value Method
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Equity Securities
Valuation
Alternatives
17. VALUATION OF EQUITY SECURITIES - DISCOUNTED CASH FLOW METHOD
17
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
18. FINANCIAL STATEMENT ANALYSIS - P&L STATEMENT (Tabular form)
18
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
19. BALANCE SHEET (Tabular Form)
19
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
ShortTerm 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
20. BALANCE SHEET (Tabular Form)
20
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
21. COMPANY CASH FLOW STATEMENT (Tabular Form)
21
All Figures in USD MM FY12 FY13 FY14 FY15
Cash Flow FromOperations 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
22. 22
ISSUES IN
EFFICIENT
MARKETS
Major Efficient Market Issues
› Your Text Here
› Your Text Here
Basic View Of Technical Analysis
› Technical Analysis Types
› Your Text Here
Investments in Special Situation
› Your Text Here
› Your Text Here
23. MAJOR EFFICIENT MARKET ISSUES
23
Issue 5
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Issue 4
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Issue 3
U.S. market interest rates spreads for high-yield and emerging
market bonds remain very compressed by historic standards
Issue 1
Transactions Cost related to exchange of goods and services
overcome market imperfections.
Issue 2
Regulatory Restrictions that are subject to control and guidelines
for efficient market
24. TECHNICAL ANALYSISTYPES
24
Chart
Patterns
› Identify Areas Of Support And
Resistance On A Chart By Looking At
Specific Patterns
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Add chart patterns
methodologies here
› Your text here
› Your text here
› Your text here
› Your text here
Technical
Indicators
› Technicians Apply Various
Mathematical Formulas To Prices And
Volumes
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
Add Technical Indicators
Methodologies Here
› Your Text Here
› Your Text Here
› Your Text Here
› Your Text Here
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KEY RESULT AREAS
25. INVESTMENTS IN SPECIAL SITUATION
25
Cash Payouts
/Acquisitions
Large number of companies
eventually acquire for a
premium by a competitor
Litigation
Time
Market tends to undervalue
litigated assets
Company Breakups
And Spinoffs
Part of a larger company that is
made to stand on its own as a
corporate entity
Distressed Debt
Investing
Financial instruments issued by a
company that is near to or currently
going through bankruptcy
26. 26
FIXED-INCOME
AND LEVERAGED
SECURITIES
Convertible Securities & Warrants
› Types of Convertible Securities
› Options Analysis
Bond and Fixed-Income Securities
› BondsFixed Income Securities Overview
› Top Performing Bonds
BondValuation
› Bond Valuation Estimation
› Bond Valuation Analysis
Duration & Reinvestment
› Duration of a Bond
› DividendInterest Reinvestment Risk Table
27. List of Bond & Fixed Income Securities
TYPES OF BOND
SECURITIES YourText 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
TYPES OF FIXED INCOME
SECURITIES YourText 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
28
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
29. BONDVALUATION ESTIMATION
29
Time
(in years)
Cash Flows on Dollar
Bond ($)
Present Value
($)
Cash Flows onYen
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. 30
BONDVALUATION ANALYSIS
BONDVALUATION
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 $3,060.00
8 Add Text Here 7
9 Add Text Here 15
10 Add Text Here 3
RETURN MEASURES
1 Current Yield 7.45%
2 Yield to Maturity 9.00%
3 Add Text Here 4.00%
31. BOND DURATION
31
Period Cash Flows ($) 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
32. DIVIDENDINTEREST REINVESTMENT RISKTABLE
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
32
33. TYPES OF CONVERTIBLE SECURITIES
33
Convertible Bond
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Convertible Preferred Stock
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Warrant
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Capital Note
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Right Issue
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Add Security Here
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01
02
03
04
05
06
CONVERTIBLE
SECURITIES
TYPES
34. OPTIONS ANALYSIS
Founder 1 5,000,000 4,00,000 5,400,000
AddText Here 6,500,000 6,500,000
Investor A 1,500,000 1,500,000
AddText Here 2,150,000 600,000 2,750,000
AddText Here 3,200,000 3,200,000
Employee X 150,000 150,000
AddText Here 250,000 250,000
AddText 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
Name Common Preferred A
Preferred A
Convertibles
Options Total
34
35. DIFFERENT WARRANT CATEGORIES
35
Detachable Warrant
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Wedded Warrant
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Naked Warrant
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Covered Warrant
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Equity Warrant
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AddText Here
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36. WARRANTS SUMMARIZATION OVERVIEW
36
Warrants
Overview
Warrant A Warrant B
AIG
Warrant
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
37. 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
38. PUT AND CALL OPTIONS
38
› 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
WITH OPTIONS WITHOUT OPTIONSMARKET OPTIONS
› Buy
› Text Here
› Text Here
› Text Here
› Do Nothing
› Text Here
› Text Here
› Text Here
› Sell
› Text Here
› Text Here
› Text Here
NEUTRAL
Text Here
Text Here
BULLISH
Very
Somewhat
Somewhat
Very
BEARISH
CALL
PUT
39. PUT AND CALL OPTIONSTIMEVALUE
39
Total
Value
Time
Value
IntrinsicValue
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 PUTS
40. STOCK INDEX FUTURES AND OPTIONS
40
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
41. STOCK INDEXES COMPARISONTABLE
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
YourText 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.
YouText Here 5 50.1 29 140
London Stock Exchange Group 9.2 66.9 43.7 305
WorldTotal 3.4 45.1 67 128
41
42. 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
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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
MARKETTREND
Integration of IoT in
physical security
MARKET DRIVER
Increase in domestic and
international security threats
43
44. INTERNATIONAL SECURITY MARKET HIGHLIGHTS
› The global physical security market is
expected to grow at a CAGR of more
than 17% from 2018-2022
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01
MARKET GROWTH
› Increase in domestic and
international security threats
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03
MARKET DRIVER
› Integration of IoT in physical security
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MARKETTREND
44
45. RECENT GLOBAL SECURITY MARKETTRENDSBEHAVIOUR
45
Global Growth to remain
in Autopilot
Reduced Reward for Risk
Inflation to make a comeback
- but only in the us
Geopolitical Risks
Monetary stimulus to
become less prevalent
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46. MUTUAL FUNDS INVESTMENT CRITERIA OVERVIEW
46
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
EQUITY
Balanced
Fixed
Income
Money
Market
AVERAGE ANNUL
RETURN RISK INVESTORSINVESTMENT
47. TOP 5 MUTUAL FUNDSTO INVEST IN 2018-19
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 1 Year 3 Years 5 Years3 Months1 Month
Assets
under
Manageme
nt
(in SMM)
Value
Research
Rating
(out of 5)
Crisi
l
Ran
k
47
48. INVESTMENTS IN REAL ASSETS
48
Commodities InfrastructureReal
Estate
Diversifies Real
Assets Blend
Natural Resource
Equities
Diversification
Potential
Expected Return
Potential
Inflation
Sensitivity
HighLow
49. INVESTMENTS IN REAL ASSETS
49
Diversification
Potential
Expected Return
Potential
Inflation
Sensitivity
Commodities InfrastructureReal
Estate
Diversifies Real
Assets Blend
Natural Resource
Equities
HighLow
51. 51
RISK & RETURN ANALYSIS
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Risk and Return of Portfolio Managers (Tabular Form)
55. PORTFOLIO SUMMARY MANAGEMENT DASHBOARD
55
Portfolio Name PortfolioOwner 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
ActualCost Across
Portfolios
6.65M
EstimatedCost
Across Portfolios
10.42M
Used Budget
Percentage
45%
Used Budget
Across Portfolios
11.45M
Allocated Budget
Across Portfolios
34.67M
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
PROJECT SUMMARY PORTFOLIO BUDGET
56. PORTFOLIO MANAGEMENT SECURITIES ALLOCATION DASHBOARD
56
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
Portfolio
$8.2$3.2
$1.4
$1.2 Stocks
Cash
Fixed
Income
Commodities
My Portfolio
$14,351.76
Criteria 2 Criteria 3 Criteria 4 Profile
58. PORTFOLIO MANAGEMENT INVESTMENT ALLOCATION KPI’S
58
MY PORTFOLIO
USED
BUDGET %
Vs Previous Month
0.6%
45
%
RETURNS
Vs Previous Month
0.0%
85%
ADD CRITERIA
HERE
Vs Previous Month
0.0%
8
ADD CRITERIA
HERE
Vs Previous Month
0.0%
19
PORTFOLIO
SUMMARY
Vs Previous Month
-4.2%
5,437,000
NET
ALLOCATIONS
Vs Previous Month
-1.4%
32,730
CURRENT
ALLOCATIONS
Vs Previous Month
0.5%
1.2%
HOLDINGS
Vs Previous Month
21.9%
1.2%
62. MEET OUR SPECIALISTS
62
Name Here
Designation
01
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Designation
04
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63. This slide is 100% editable. Adapt
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ABOUT US
63
64. 64
Goal 01
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Goal 02
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Goal 03
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Our Goals
65. COMPARISON
65
ActivePortfolio Management PassivePortfolio Management
vs
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01
02
03
02
03
01
67. 67
CurrentTIMELINE
2014 Text Here
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2015 Text Here
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2016 Text Here
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2017 Text Here
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68. PUZZLE
68
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69. MIND MAP
69
01
02
03
04
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71. STACKED AREA-CLUSTERED COLUMN
71
0
1
2
3
4
5
6
7
8
9
10
FY01 FY02 FY03 FY04
InPercentage
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Product01 Product02 Product03
72. CLUSTERED BAR CHART
72
0 10 20 30 40 50 60 70 80 90 100
2014
2015
2016
2017
2018
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Product01 Product02 Product03