SlideTeam, profile picture
Uploaded bySlideTeam
PDF, PPTX702 views

Portfolio Management PowerPoint Presentation Slides

The document outlines the framework for portfolio management, focusing on achieving client investment objectives through effective analysis and management of various securities. It discusses different types of investments, risk categorization, market scenarios, and detailed financial analyses such as equity valuation and performance metrics of securities. The document also highlights industry threats and opportunities, along with specific investment strategies tailored for diverse market conditions.

Embed presentation

Download as PDF, PPTX
PORTFOLIO MANAGEMENT Your Company Name
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 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 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
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
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 › This slide is 100% editable. Adapt 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
MARKET SCENARIO OVERVIEW – STATISTICS AND MARKET SIZE 7 Revenue $274bn Annual Growth 13-18 2.0% Profit x.x% Business 162,774 Employment 459,448 Forecast Growth x.x%
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
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 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 Hedge Funds Options Emerging Markets Foreign Mutual Funds ETF’s Stocks Real Estate Domestic Annuities Bonds Cash
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
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 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 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
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
INDUSTRY ANALYSIS - SWOT Analysis 15 Threats This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Strengths This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Weaknesses This 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.
16 VALUATION OF EQUITY SECURITIES Maintainable Profit Method or Discounted Cash Flows Method This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Price / Earnings multiple This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Industry Valuation Benchmarks This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Net Asset Value Method This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comparable Company Market Multiple This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Market Cap/ Sales Multiple This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Equity Securities Valuation Alternatives
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
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
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
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
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 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
MAJOR EFFICIENT MARKET ISSUES 23 Issue 5 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 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
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 › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. KEY RESULT AREAS
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 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
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
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
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 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 $3,060.00 8 Add Text Here 7 9 Add Text Here 15 10 Add Text Here 3 RETURN MEASURES 1 Current Yield 7.45% 2 Yield to Maturity 9.00% 3 Add Text Here 4.00%
BOND DURATION 31 Period Cash Flows ($) 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
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
TYPES OF CONVERTIBLE SECURITIES 33 Convertible Bond This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Convertible Preferred Stock This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Capital Note This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Right Issue This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Add Security Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 04 05 06 CONVERTIBLE SECURITIES TYPES
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
DIFFERENT WARRANT CATEGORIES 35 Detachable Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention.01 Wedded Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention.02 Naked Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention.03 Covered Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention.04 Equity Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention.05 AddText Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.06
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 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
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
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
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
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 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. Adapt it to your needs and capture your audience's attention
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
INTERNATIONAL SECURITY MARKET HIGHLIGHTS › The global physical security market is expected to grow at a CAGR of more than 17% from 2018-2022 › This slide is 100% editable. Adapt it to your needs and capture your audience's attention 01 MARKET GROWTH › Increase in domestic and international security threats › This slide is 100% editable. Adapt it to your needs and capture your audience's attention 03 MARKET DRIVER › Integration of IoT in physical security › This slide is 100% editable. Adapt it to your needs and capture your audience's attention 02 MARKETTREND 44
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 Add Text Here › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention › This slide is 100% editable. Adapt it to your needs and capture your audience's attention › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention › This slide is 100% editable. Adapt it to your needs and capture your audience's attention
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
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
INVESTMENTS IN REAL ASSETS 48 Commodities InfrastructureReal Estate Diversifies Real Assets Blend Natural Resource Equities Diversification Potential Expected Return Potential Inflation Sensitivity HighLow
INVESTMENTS IN REAL ASSETS 49 Diversification Potential Expected Return Potential Inflation Sensitivity Commodities InfrastructureReal Estate Diversifies Real Assets Blend Natural Resource Equities HighLow
DIVERSIFIED REAL ASSETS CLASSIFICATION 50 70% 30% 15% 40% 45% 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 Bonds Stocks Diversified Real Assets DIVERSIFIED REAL ASSETS 24% 38% 38%
51 RISK & RETURN ANALYSIS 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 AND RETURN OF PORTFOLIO MANAGERS (Tabular Form) 52 SecurityA Risk (%) 8 4 14 6 18 SecurityA Return (%) 10 6 4 13 17 Security B Risk (%) 15 3 7 12 -5 Security B Return (%) 9 -4 17 6 13 2011 20132012 20152014
53 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
PORTFOLIO MANAGEMENT DASHBOARD 54 HOLDINGS NET FLOWS TRANSACTIONS Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 50% 26% 24% Equity Fixed Income Alternatives 26% 24% 16% 13% 11% 10% Technology Energy Healthcare Financials Material Industrial EMEA America ACAP 48% 37% 15% NETWORTH ALLOCATIONS SECTORS REGIONS 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 -$818,341 QNA +3,05% C +2,78% DUAL +1,80% BWT -3,46% TARH -0,79% VNK -1,00% -3$ -1$ 1$ 3$ 5$ 7$ 9$ 11$ 13$ 15$ 2013 2014 2015 2016 2017 Alternatives Equity Fixed Income
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
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
PORTFOLIO MANAGEMENT KPI’S Allocated BudgetAcross Portfolios 25.89M Used BudgetAcross Portfolios 11.46M Used Budget Percentage 29% 57
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%
PPRTFOLIO MANAGEMENT – ICON SLIDE 59
60 Additional Slides
61 COFFEEBreak 20Minutes
MEET OUR SPECIALISTS 62 Name Here Designation 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here Designation 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here Designation 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here Designation 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ABOUT US 63
64 Goal 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Goals
COMPARISON 65 ActivePortfolio Management PassivePortfolio Management vs This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 02 03 01
QUOTES 66 Benjamin Franklin “Growth is a process of trial and error: experimentation”
67 CurrentTIMELINE 2014 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2015 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2016 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2017 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
PUZZLE 68 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
MIND MAP 69 01 02 03 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Moving towards brighter ideas CREATIVE IDEA Blank Idea Blink Idea 70
STACKED AREA-CLUSTERED COLUMN 71 0 1 2 3 4 5 6 7 8 9 10 FY01 FY02 FY03 FY04 InPercentage This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product01 Product02 Product03
CLUSTERED BAR CHART 72 0 10 20 30 40 50 60 70 80 90 100 2014 2015 2016 2017 2018 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product01 Product02 Product03
THANK YOU Address: # Street Number, City, State Contact Numbers: 0123456789 Email Address: emailaddress123@gmail.com 73

More Related Content

PDF
Portfolio Analysis PowerPoint Presentation Slides
bySlideTeam
 
PDF
Investment Portfolio Management PowerPoint Presentation Slides
bySlideTeam
 
PPTX
Introduction to investments
byMohammed Umair
 
PPT
Credit risk
byUjjwal 'Shanu'
 
PPT
Risk management in financial institution
byUjjwal 'Shanu'
 
PPTX
Modern Portfolio Theory
byGURU GHASIDAS VISHWAVIDYALAYA
 
PPT
Project Financing
bykcbradley
 
PPT
Behavioral finance
bySaurabh Agarwal
 
Portfolio Analysis PowerPoint Presentation Slides
bySlideTeam
 
Investment Portfolio Management PowerPoint Presentation Slides
bySlideTeam
 
Introduction to investments
byMohammed Umair
 
Credit risk
byUjjwal 'Shanu'
 
Risk management in financial institution
byUjjwal 'Shanu'
 
Modern Portfolio Theory
byGURU GHASIDAS VISHWAVIDYALAYA
 
Project Financing
bykcbradley
 
Behavioral finance
bySaurabh Agarwal
 

What's hot

PDF
Value at Risk
byErdem Tokmakoglu
 
PDF
Banking Industry: Structure and Competition (MISHKIN)
byAngelica Joyce Zamora
 
PPT
Chapter 09_The Money Markets
byRusman Mukhlis
 
PPT
Bond valuation and risk
byrecherchefinance
 
PPT
Role of financial markets and institutions ch.1 (uts)
byRika Hernawati
 
PPTX
Financial Management: Risk and Rates of Return
bypetch243
 
PPTX
Investment management
byRajThakuri
 
PPTX
Portfolio Management
byBikash Kumar
 
PDF
Risk And Return In Financial Management PowerPoint Presentation Slides
bySlideTeam
 
PPTX
Portfolio management
bySuparna Pani
 
PPT
Credit Risk Management ppt
bySneha Salian
 
PPTX
Chapter 1 Introduction to Treasury Management
bySarunChhetri1
 
PPT
Liquidity Risk Oct 4
byav vedpuriswar
 
PDF
Unit 1 introduction to investment &amp; portfolio management
byShaik Mohammad Imran
 
PPT
Chapter 12_The Mortgage Markets
byRusman Mukhlis
 
PPT
Operational Risk &amp; Basel Ii
byjhsiddiqi2003
 
PDF
the term structure & risk structure of interest rates
bykainlovely30
 
PPT
Asset Liability Management
byVikram Sankhala IIT, IIM, Ex IRS, FRM, Fin.Engr
 
PPTX
Foreign exchange
byUmair Aslam
 
PPT
Investment Management Risk and Return
byDr. John V. Padua
 
Value at Risk
byErdem Tokmakoglu
 
Banking Industry: Structure and Competition (MISHKIN)
byAngelica Joyce Zamora
 
Chapter 09_The Money Markets
byRusman Mukhlis
 
Bond valuation and risk
byrecherchefinance
 
Role of financial markets and institutions ch.1 (uts)
byRika Hernawati
 
Financial Management: Risk and Rates of Return
bypetch243
 
Investment management
byRajThakuri
 
Portfolio Management
byBikash Kumar
 
Risk And Return In Financial Management PowerPoint Presentation Slides
bySlideTeam
 
Portfolio management
bySuparna Pani
 
Credit Risk Management ppt
bySneha Salian
 
Chapter 1 Introduction to Treasury Management
bySarunChhetri1
 
Liquidity Risk Oct 4
byav vedpuriswar
 
Unit 1 introduction to investment &amp; portfolio management
byShaik Mohammad Imran
 
Chapter 12_The Mortgage Markets
byRusman Mukhlis
 
Operational Risk &amp; Basel Ii
byjhsiddiqi2003
 
the term structure & risk structure of interest rates
bykainlovely30
 
Asset Liability Management
byVikram Sankhala IIT, IIM, Ex IRS, FRM, Fin.Engr
 
Foreign exchange
byUmair Aslam
 
Investment Management Risk and Return
byDr. John V. Padua
 

Similar to Portfolio Management PowerPoint Presentation Slides

PDF
Funds Analysis PowerPoint Presentation Slides
bySlideTeam
 
PDF
Investment Management Analysis PowerPoint Presentation Slides
bySlideTeam
 
PDF
Asset Allocation Management PowerPoint Presentation Slides
bySlideTeam
 
PDF
Detailed Investment Analysis PowerPoint Presentation Slides
bySlideTeam
 
PDF
Strategic Portfolio Management Powerpoint Presentation Slides
bySlideTeam
 
PDF
Strategic Portfolio Management PowerPoint Presentation Slides
bySlideTeam
 
PPTX
NAMIC Management Conference, June 25, 2012
byAlton Cogert
 
PDF
Financial Asset Management Through Mitigating Risks And Diversifying Investme...
bySlideTeam
 
KEY
Jeffery and Sons Investments
byMr_JohnJeffery
 
PPT
Final project portfolio investor
byPavaNR R
 
PDF
Morningstar Investments Overview
bymreeves100
 
PDF
Q1 2009 Earning Report of Waddell & Reed
byearningreport earningreport
 
PDF
Seeman_Fiintouch_LLP_Newsletter_May-2024.pdf
byAshis Kumar Dey
 
PDF
UW-Milwaukee CFA Competition
byCameron Karlen
 
PPTX
Pitchbook - Blank.pptx
byLawer Emmanuel
 
PPT
Cfa Review Course The Portfolio Management Process Sandy G 1227785626204616 8
byyogeshdundoo
 
PPTX
NCE - NISM Prep .pptx
byGangineni Dhananjhay
 
PPT
Emerging Market fund proposal
byRodders78
 
PDF
IM in IT
bySoumik Loha, CFA
 
PPTX
Performance Management for Public Investment Funds - Part 1
byKhalizan Halid
 
Funds Analysis PowerPoint Presentation Slides
bySlideTeam
 
Investment Management Analysis PowerPoint Presentation Slides
bySlideTeam
 
Asset Allocation Management PowerPoint Presentation Slides
bySlideTeam
 
Detailed Investment Analysis PowerPoint Presentation Slides
bySlideTeam
 
Strategic Portfolio Management Powerpoint Presentation Slides
bySlideTeam
 
Strategic Portfolio Management PowerPoint Presentation Slides
bySlideTeam
 
NAMIC Management Conference, June 25, 2012
byAlton Cogert
 
Financial Asset Management Through Mitigating Risks And Diversifying Investme...
bySlideTeam
 
Jeffery and Sons Investments
byMr_JohnJeffery
 
Final project portfolio investor
byPavaNR R
 
Morningstar Investments Overview
bymreeves100
 
Q1 2009 Earning Report of Waddell & Reed
byearningreport earningreport
 
Seeman_Fiintouch_LLP_Newsletter_May-2024.pdf
byAshis Kumar Dey
 
UW-Milwaukee CFA Competition
byCameron Karlen
 
Pitchbook - Blank.pptx
byLawer Emmanuel
 
Cfa Review Course The Portfolio Management Process Sandy G 1227785626204616 8
byyogeshdundoo
 
NCE - NISM Prep .pptx
byGangineni Dhananjhay
 
Emerging Market fund proposal
byRodders78
 
IM in IT
bySoumik Loha, CFA
 
Performance Management for Public Investment Funds - Part 1
byKhalizan Halid
 

More from SlideTeam

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

Recently uploaded

PPTX
Presentation based on Dr Jibran Video .pptx
byayesha2014arif
 
PPTX
NETWORKING SECURITY PRESENTATION FROM ALI).pptx
byAliRaza265839
 
PDF
Individual Emotion Recognition and Subgroup Analysis from Psychophysiological...
bysipij
 
PPTX
TARGET PLACE.pptxBSBBDBDGDDGEHEHEHEHEEJEJDJ
byziontesalona21
 
PPTX
Staffing Board - MICU1111111111111111111
byaustinpuckett2808
 
PDF
4S-SKYlight 1 Steel pdf for aluminuim sheet .pdf
byomaratef37
 
PPTX
Data-Visualization-in-Big-Data using some tools
byIndra Hermawan
 
PPTX
14-маъруза english.pptxkjkhnkjbnjhvbhgbjnbj
byXumoraTurgunova
 
PPTX
Youb Raj Presentation. (4).pptx (1).pptx
bychesgranmaster
 
PPT
User Interface Design PPT for chapter 15 of UI/UX COURSE
byunknownman17
 
PDF
FW27-28 Environments & Design Trend Book
byPeclers Paris
 
PDF
[BROCHURE] Italy Tour Project | @SlideON
bySlideON
 
PDF
Rasmussen_Hearing_Architecture - experiencing architecture
bykanakatharak1
 
PPTX
Presentation - The First Christmas Story.pptx
byyunilyngallardo1
 
PPTX
chapter 3 biological half life and VOD presentation
byansaashfaq1
 
PPTX
Venn Diagram Infographics Venn Diagram Infographics
byIndrianaanggun
 
PPT
MAKING BETETR MASTER PLANS TO MAKE CITIES MORE SUSTAINABLE AND LIVABLE
byJIT KUMAR GUPTA
 
PPTX
CH 12 FASHION DESIGN AND MERCHANDIZING.pptx
bysunishining31
 
PPTX
Ledership Models.leadership anad nanagement.pptx
byABIDOFFICIALCHANNEL
 
PPTX
2 Cyber_Crimes_20_Types_With_Explanation.pptx
byNavneetK3
 
Presentation based on Dr Jibran Video .pptx
byayesha2014arif
 
NETWORKING SECURITY PRESENTATION FROM ALI).pptx
byAliRaza265839
 
Individual Emotion Recognition and Subgroup Analysis from Psychophysiological...
bysipij
 
TARGET PLACE.pptxBSBBDBDGDDGEHEHEHEHEEJEJDJ
byziontesalona21
 
Staffing Board - MICU1111111111111111111
byaustinpuckett2808
 
4S-SKYlight 1 Steel pdf for aluminuim sheet .pdf
byomaratef37
 
Data-Visualization-in-Big-Data using some tools
byIndra Hermawan
 
14-маъруза english.pptxkjkhnkjbnjhvbhgbjnbj
byXumoraTurgunova
 
Youb Raj Presentation. (4).pptx (1).pptx
bychesgranmaster
 
User Interface Design PPT for chapter 15 of UI/UX COURSE
byunknownman17
 
FW27-28 Environments & Design Trend Book
byPeclers Paris
 
[BROCHURE] Italy Tour Project | @SlideON
bySlideON
 
Rasmussen_Hearing_Architecture - experiencing architecture
bykanakatharak1
 
Presentation - The First Christmas Story.pptx
byyunilyngallardo1
 
chapter 3 biological half life and VOD presentation
byansaashfaq1
 
Venn Diagram Infographics Venn Diagram Infographics
byIndrianaanggun
 
MAKING BETETR MASTER PLANS TO MAKE CITIES MORE SUSTAINABLE AND LIVABLE
byJIT KUMAR GUPTA
 
CH 12 FASHION DESIGN AND MERCHANDIZING.pptx
bysunishining31
 
Ledership Models.leadership anad nanagement.pptx
byABIDOFFICIALCHANNEL
 
2 Cyber_Crimes_20_Types_With_Explanation.pptx
byNavneetK3
 

Portfolio Management PowerPoint Presentation Slides

  • 1.
  • 2.
    AGENDA 2 To analyse andprovide 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 IssuesIn 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 PORTFOLIOMANAGEMENT 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 › This slide is 100% editable. Adapt 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
  • 7.
    MARKET SCENARIO OVERVIEW– STATISTICS AND MARKET SIZE 7 Revenue $274bn Annual Growth 13-18 2.0% Profit x.x% Business 162,774 Employment 459,448 Forecast Growth x.x%
  • 8.
    MARKET SCENARIO OVERVIEW-CURRENTINDUSTRYTHREATS & 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 slideis 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 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 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 SECURITIESIN 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 IndustryAnalysis › 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’s5 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Strengths This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Weaknesses This 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.
  • 16.
    16 VALUATION OF EQUITYSECURITIES Maintainable Profit Method or Discounted Cash Flows Method This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Price / Earnings multiple This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Industry Valuation Benchmarks This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Net Asset Value Method This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comparable Company Market Multiple This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Market Cap/ Sales Multiple This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Equity Securities Valuation Alternatives
  • 17.
    VALUATION OF EQUITYSECURITIES - 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 (TabularForm) 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 (TabularForm) 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 FLOWSTATEMENT (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 EfficientMarket 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 MARKETISSUES 23 Issue 5 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 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 › IdentifyAreas 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 › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. KEY RESULT AREAS
  • 25.
    INVESTMENTS IN SPECIALSITUATION 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 SecurityHolding 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) CashFlows 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 SettlementDate 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 $3,060.00 8 Add Text Here 7 9 Add Text Here 15 10 Add Text Here 3 RETURN MEASURES 1 Current Yield 7.45% 2 Yield to Maturity 9.00% 3 Add Text Here 4.00%
  • 31.
    BOND DURATION 31 Period CashFlows ($) 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 MarketInterest 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 CONVERTIBLESECURITIES 33 Convertible Bond This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Convertible Preferred Stock This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Capital Note This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Right Issue This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Add Security Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 04 05 06 CONVERTIBLE SECURITIES TYPES
  • 34.
    OPTIONS ANALYSIS Founder 15,000,000 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 DetachableWarrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention.01 Wedded Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention.02 Naked Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention.03 Covered Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention.04 Equity Warrant This slide is 100% editable. Adapt it to your needs and capture your audience's attention.05 AddText Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.06
  • 36.
    WARRANTS SUMMARIZATION OVERVIEW 36 Warrants Overview WarrantA 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 CallOptions › Put and Call Options › Put and Call Options Time Value Stock Index Futures & Options › Stock Indexes Comparison Table › Add Text Here
  • 38.
    PUT AND CALLOPTIONS 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 CALLOPTIONSTIMEVALUE 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 FUTURESAND 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 YOURTEXT 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 SecurityMarkets › 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. Adapt it to your needs and capture your audience's attention
  • 43.
    INTERNATIONAL SECURITY MARKETHIGHLIGHTS 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 MARKETHIGHLIGHTS › The global physical security market is expected to grow at a CAGR of more than 17% from 2018-2022 › This slide is 100% editable. Adapt it to your needs and capture your audience's attention 01 MARKET GROWTH › Increase in domestic and international security threats › This slide is 100% editable. Adapt it to your needs and capture your audience's attention 03 MARKET DRIVER › Integration of IoT in physical security › This slide is 100% editable. Adapt it to your needs and capture your audience's attention 02 MARKETTREND 44
  • 45.
    RECENT GLOBAL SECURITYMARKETTRENDSBEHAVIOUR 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 Add Text Here › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention › This slide is 100% editable. Adapt it to your needs and capture your audience's attention › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention. › This slide is 100% editable. Adapt it to your needs and capture your audience's attention › This slide is 100% editable. Adapt it to your needs and capture your audience's attention
  • 46.
    MUTUAL FUNDS INVESTMENTCRITERIA 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 MUTUALFUNDSTO 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 REALASSETS 48 Commodities InfrastructureReal Estate Diversifies Real Assets Blend Natural Resource Equities Diversification Potential Expected Return Potential Inflation Sensitivity HighLow
  • 49.
    INVESTMENTS IN REALASSETS 49 Diversification Potential Expected Return Potential Inflation Sensitivity Commodities InfrastructureReal Estate Diversifies Real Assets Blend Natural Resource Equities HighLow
  • 50.
    DIVERSIFIED REAL ASSETSCLASSIFICATION 50 70% 30% 15% 40% 45% 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 Bonds Stocks Diversified Real Assets DIVERSIFIED REAL ASSETS 24% 38% 38%
  • 51.
    51 RISK & RETURNANALYSIS 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)
  • 52.
    RISK AND RETURNOF PORTFOLIO MANAGERS (Tabular Form) 52 SecurityA Risk (%) 8 4 14 6 18 SecurityA Return (%) 10 6 4 13 17 Security B Risk (%) 15 3 7 12 -5 Security B Return (%) 9 -4 17 6 13 2011 20132012 20152014
  • 53.
    53 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
  • 54.
    PORTFOLIO MANAGEMENT DASHBOARD 54 HOLDINGSNET FLOWS TRANSACTIONS Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 50% 26% 24% Equity Fixed Income Alternatives 26% 24% 16% 13% 11% 10% Technology Energy Healthcare Financials Material Industrial EMEA America ACAP 48% 37% 15% NETWORTH ALLOCATIONS SECTORS REGIONS 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 -$818,341 QNA +3,05% C +2,78% DUAL +1,80% BWT -3,46% TARH -0,79% VNK -1,00% -3$ -1$ 1$ 3$ 5$ 7$ 9$ 11$ 13$ 15$ 2013 2014 2015 2016 2017 Alternatives Equity Fixed Income
  • 55.
    PORTFOLIO SUMMARY MANAGEMENTDASHBOARD 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 SECURITIESALLOCATION 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
  • 57.
    PORTFOLIO MANAGEMENT KPI’S AllocatedBudgetAcross Portfolios 25.89M Used BudgetAcross Portfolios 11.46M Used Budget Percentage 29% 57
  • 58.
    PORTFOLIO MANAGEMENT INVESTMENTALLOCATION 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%
  • 59.
  • 60.
  • 61.
  • 62.
    MEET OUR SPECIALISTS 62 NameHere Designation 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here Designation 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here Designation 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here Designation 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 63.
    This slide is100% 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. ABOUT US 63
  • 64.
    64 Goal 01 This slideis 100% editable. Adapt it to your needs and capture your audience's attention. Goal 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Goals
  • 65.
    COMPARISON 65 ActivePortfolio Management PassivePortfolioManagement vs This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 02 03 01
  • 66.
    QUOTES 66 Benjamin Franklin “Growth isa process of trial and error: experimentation”
  • 67.
    67 CurrentTIMELINE 2014 Text Here Thisslide is 100% editable. Adapt it to your needs and capture your audience's attention. 2015 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2016 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2017 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 68.
    PUZZLE 68 This slide is100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 69.
    MIND MAP 69 01 02 03 04 This slideis 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 70.
    Moving towards brighterideas CREATIVE IDEA Blank Idea Blink Idea 70
  • 71.
    STACKED AREA-CLUSTERED COLUMN 71 0 1 2 3 4 5 6 7 8 9 10 FY01FY02 FY03 FY04 InPercentage This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product01 Product02 Product03
  • 72.
    CLUSTERED BAR CHART 72 010 20 30 40 50 60 70 80 90 100 2014 2015 2016 2017 2018 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product01 Product02 Product03
  • 73.
    THANK YOU Address: # Street Number,City, State Contact Numbers: 0123456789 Email Address: emailaddress123@gmail.com 73