Quantitative Investment
& Risk Management
Your Company Name
AGENDA
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01 AGENDA
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02 AGENDA
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03 AGENDA
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04 AGENDA
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05 AGENDA
01 03 04 05
Measure
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Improve
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Define
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Analyze
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Control
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PORTFOLIO MANAGEMENT PROCESS
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Asset ManagementInflation Protection
Risk ManagementCapital Appreciation
Tax Reduction
INVESTMENT OBJECTIVES
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Why Are You
Investing?
Finance
Expenses
Increase
Saving
Fight
Inflation
Increase
Income
Reduce
Tax
Liability
INVESTMENT OBJECTIVES
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RISK TOLERANCE ANALYSIS
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0 100
20
10
30
40
80
90
70
60
50
Risk
High
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Low
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Middle
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RISK TOLERANCE ANALYSIS
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Low Medium High
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Low Text Here Text Here Text Here
Impact
Likelihood
High Medium Low
RISK TOLERANCE
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Risk- Reward Matrix Investment Reward
InvestmentRisk
High High Med Low
High High Med Low
High Med Med Low
Med Med Low Low
RISK REWARD MATRIX
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Bread and Butter
ProbabilityOf
TechnicalSuccess
High
Low
White Elephants (Difficult To Kill) REWARD (NPV)
Pearls
Oysters
RISK REWARD MATRIX
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High
High
Medium
Low
Low Medium
Risk
Reward
Risk Reward Matrix
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High
Medium
Low
RISK REWARD MATRIX
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Reward
Risk
Risk Reward
Ratio
=
Take Profit Distance
Stop Loss Distance
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ASSET ALLOCATION
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20/80
30/70
40/60
50/50
60/40
70/30
80/20
90/10
NZX
50
0
2
4
6
8
10
12
14
5 10 15 20 25 30 35 40 45
AnnualizedReturn
Annualized Standard Deviation
RISK RETURN PLOT
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Choice 1
Choice 2
Choice 3
Choice 4
Consequence
Consequence
Consequence
Consequence
Challenge
WHAT- IF MODELLING
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05
01
02
0304
WHAT- IF MODELLING
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WHAT- IF MODELLING
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Goal
Conservative
Growth
Moderate
Growth
Moderate Aggressive
Growth
Aggressive Growth
+
More Diversification
Concentrated
Growth
Concentrated
Aggressive
Growth
Text 01
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TARGET MODELLING
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Fact # 1 Fact # 2
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KEY DRIVER ANALYTICS
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KEY DRIVER ANALYTICS
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10%
10%
10%
25%
45%
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RESOURCE CAPACITY PLANNING
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35% 45% 55% 65%
RESOURCE CAPACITY PLANNING
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Estate Planning
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Cash Flow
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Retirement
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Risk Management
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Investments
FINANCIAL PLANNING
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JAN
APR
SCHEDULING
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Attribute2
Dominated Solutions
Infeasible Region
Utopia
Point
Attribute 1
SCHEDULING
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Early
Expansion
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Late
Expansion
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Full
Recession
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Early
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MARKET
BOTTOM
BULL
MARKET
MARKET
TOP
BEAR
MARKET
MARKET
CYCLE
INVESTMENT APPROACHES
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Minimizing
Short-term Losses
Mitigating
Volatility
Meeting
Long-term Returns
Client
Objectives
Strategies
Products
▪ Dynamic Risk Management
▪ Volatility Management
▪ Risk Completion
▪ Tail Hedges
▪ Put Option
▪ Risk Parity
▪ Real Assets
▪ Factor Portfolios
DIVERSIFY
Combine sources of
return to improve
consistency
ADJUST
Reduce portfolio
volatility through
tactical adjustments
INSURE
BUY” Protection”
against equity market
crashes
INVESTMENT APPROACHES
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RISK TOLERANCE SCORE
3-5
points
5-9 10-13 14-18 19-24 25- 30
TIMEHORIZONSCORE
3-5
points
6-8
9-12
13-16
17-20
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INVESTOR PERSONALITY
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MethodicalAnalytical
IntuitiveAggressive
Risk
Emotion
+
+
-
-
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INVESTOR PERSONALITY
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15% chance
60% chance
15% chance
5% chance
Contributions only
Good
Expected
Poor
Very
Poor
0
5
10
15
20
25
30
35
40
45
50
2016 20202017 2018 2019
Timeframe
Performance Projection For This Fund
PORTFOLIO RETURN AND PERFORMANCE
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0
1
2
3
4
5
6
7
8
9
TEXT 2010 2011 2012 2013 2014 2015 2016 2017 2018
TEXT 3.59% 5.55% 3.42% 2.99% 2.42% 2.56% 5.56% 3.78% 15.9%
TEXT
1.88% 8.14%
7.92%
3.58%
1.92%
1.88% 8.14% 5.36% 23.2%
TEXT 1.14%
8.14% 13.4% 3.90% 2.90% 2.14% 13.2% 7.02% 31.8%
TEXT
1.88% 8.14% 18.7% 3.97% 1.01% 1.14% 18.7% 8.37% 37.9%
Text 1 Text 2 Text 3 Text 4
PORTFOLIO RETURN AND PERFORMANCE
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Step 03
PERFORMANCE ATTRIBUTION
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01/10/2012 3:25PM
229
Open
Pt. Close
High
Low
52 w/k High
52 w/k Low
229.00
233.25
235.40
226.60
260.65
169.75
0
22
9
149
1
2
149
6
15
MCAP (Rs in Cr)
PE {x}
EPS (Rs)
BV (Rs)
Div. Yield (%)
PV (Rs)
P/BV {x}
EV/Sales {x}
EV/EBIDTA {x}
XYZ
0
50
100
150
200
250
300
350
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229
SECURITY ANALYSIS
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Data Analysis Us Total Stock Market: VTI
Us Large-cap Value: IVE, VTV
Us Mid-cap Value: IWS
Us Small-cap Value: VBR, IWN
Developed Markets: SCHF, VEA
Emerging Markets: VWO, IEMG
Municipal Bonds: MUB, NYF
Us Corporate ONDS: LQD
Interactional Bonds: BNDX
Emerging Markets Bonds: VWOB
$8,755.54
$8,594.10
$2,773.36
$2,396.21
$20,768.55
$5,617.76
$2,989.75
$853.29
$1,327.20
$766.09
HOLDING CURRENT WEIGHT CURRENT VALUEYOUR CURRENT PORTFOLIO
16.00%
15.70%
5.10%
4.40%
37.90%
10.20%
5.50%
1.60%
2.40%
1.40%
MEASUREMENT OF PORTFOLIO ANALYSIS
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CASH INT’L BONDS INT’L STOCKS US STOCKS ALTERNATIVES
Cash$104,5415%
Intl bonds $27,128
18%
Intl stocks
&243,380
30%
Alternatives$340,884
12%
U.S stocks
&549,445
25%
U.S bonds
$58,541
10%
Class % Total 1-Day % Value
Cash . 7.9% 0.11% 104,541.20
U.S. Stocks 2.05% 0.41% 27,128.40
Intl Stocks 4.42 % 0.11% 58,489.96
U.S. Bonds 18.38 % 0.56% 243,380.27
Intl Bonds 41.5 % 0.17% $594,445.62
Alternatives 25.75 % 0.17 % $340,884.97
Grand Total $1,323,870.97
PORTFOLIO SELECTION/ ALLOCATION
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Intl stocks U.S.StocksIntl bonds U.S. bonds AlternativesCash
0.11%
0.41%
0.11%
0.56%
0.17%
0.17 %
1-Day %
7.9%
2.05%
4.42 %
18.38 %
41.5 %
25.75 %
% Total
$104,541.20
$27,128.40
$58,489.96
$243,380.27
$594,445.62
$340,884.97
$1,323,870.97
Value
Cash .
U.S. Stocks
Intl Stocks.
U.S. Bonds
Intl Bonds
Alternatives
Grand Total
Class
Cash
U.S Bonds
Intl Stocks
Alternatives
U.S Stocks
Intl Bounds
PORTFOLIO SELECTION/ ALLOCATION
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New Portfolio
40%
25%
20%
10%
5%
Current Portfolio
• Shy: short –term treasuries.
• Tip: inflation protected bonds.
• Stocks.
60%
20%
10% 3%
7%
• SHV: Cash Equivalent.
• VTIP: Short-term Inflation Protected Bonds.
• AGG: U.S High Quality Bonds.
• BANDX: International High Quality Bonds.
• VWOB: Emerging Markets Government Bonds.
• Stocks: No Changes To Existing Tickers.
Data Analysis Data Analysis
PORTFOLIO REVISION
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Peso Gov’t. Debt Securities 1,870,964,729 30.10%
Foreign Gov’t. Debt Securities 200,209,275 3.22%
Peso Corporate Debt Securities 853,885,328 13.74%
Dollar Corporate Debt Securities 335,076,611 5.39%
Equity 22.78%1,415,883,172
30%
20%
25%
10%
15%
0
5
10
15
20
25
30
35
2017 2018 2019 2020 2021
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PORTFOLIO EVALUATION
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10% 20% 30% 40% 50% 60%
8%
26%
15%
7%
38%
6%
Jan Feb Mar Apr May Jun
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PORTFOLIO EVALUATION
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0
1
2
3
4
5
6
2013 2014 2015 2016 2017
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Presentation 2017
FEASIBLE SET OF PORTFOLIO
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30%
20%
50%
SELECTION OF THE OPTIMAL PORTFOLIO
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0% 20% 40% 60% 80% 100%
Type Of Investment Share
50% 20% 15% 25% 10% 5%
Foreign developed equity: stocks listed on major foreign markets in developed countries, such as the
united kingdom, Germany, France and Japan.Stocks 20%
emerging market equity: stocks from emerging markets around the world, such as brazil, Russia,
India and china.Stocks 15%
U.S treasury inflation-protected securities (tips): special types of treasurys that offer protection from inflation,
as measured by the consumer price index.Bonds 25%
U.S treasury securities: fixed interest U.S government debt securities. The income is only taxed at
the federal level.Bonds 10%
real estate investment trusts (tips): stocks of companies that invest directly in real estate through
ownership of property.
Real
Estate
5%
50%Domestic equity: stocks in U.S-based companies listed U.S. exchanges.Stocks
SELECTION OF THE OPTIMAL PORTFOLIO
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80%
50% 40%
30%
20%
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KEY EVALUATION METRICS
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ADDITIONAL
SLIDES
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STRATEGIESVISION
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MISSION
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GOAL
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OUR MISSION
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Amanda Clark
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CEO
John Carter
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Manager
Jessica Parker
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OUR TEAM
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OUR GOAL
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Female
72%
Male
54%
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Quantitative Investment And Risk Management PowerPoint Presentation Slides

  • 1.
    Quantitative Investment & RiskManagement Your Company Name
  • 2.
    AGENDA 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. 01 AGENDA This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 AGENDA This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 AGENDA This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 AGENDA This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 05 AGENDA
  • 3.
    01 03 0405 Measure This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Improve This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Define This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Analyze This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Control This slide is 100% editable. Adapt it to your needs and capture your audience's attention. PORTFOLIO MANAGEMENT PROCESS This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 4.
    Asset ManagementInflation Protection RiskManagementCapital Appreciation Tax Reduction INVESTMENT OBJECTIVES This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 5.
    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. Why Are You Investing? Finance Expenses Increase Saving Fight Inflation Increase Income Reduce Tax Liability INVESTMENT OBJECTIVES This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 6.
    This slide is100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. Your Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. Put Text Here RISK TOLERANCE ANALYSIS This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 7.
    0 100 20 10 30 40 80 90 70 60 50 Risk High This slideis 100% editable. Adapt it to your needs and capture your audience's attention. Low This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Middle This slide is 100% editable. Adapt it to your needs and capture your audience's attention. RISK TOLERANCE ANALYSIS This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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    Low Medium High HighText Here Text here Text Here Medium Text Here Text Here Text Here Low Text Here Text Here Text Here Impact Likelihood High Medium Low RISK TOLERANCE This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 9.
    Risk- Reward MatrixInvestment Reward InvestmentRisk High High Med Low High High Med Low High Med Med Low Med Med Low Low RISK REWARD MATRIX This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 10.
    Bread and Butter ProbabilityOf TechnicalSuccess High Low WhiteElephants (Difficult To Kill) REWARD (NPV) Pearls Oysters RISK REWARD MATRIX This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 11.
    High High Medium Low Low Medium Risk Reward Risk RewardMatrix 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. High Medium Low RISK REWARD MATRIX This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 12.
    Reward Risk Risk Reward Ratio = Take ProfitDistance Stop Loss Distance 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. ASSET ALLOCATION This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 13.
    20/80 30/70 40/60 50/50 60/40 70/30 80/20 90/10 NZX 50 0 2 4 6 8 10 12 14 5 10 1520 25 30 35 40 45 AnnualizedReturn Annualized Standard Deviation RISK RETURN PLOT This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 14.
    Choice 1 Choice 2 Choice3 Choice 4 Consequence Consequence Consequence Consequence Challenge WHAT- IF MODELLING This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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    Text Here This slideis 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 05 01 02 0304 WHAT- IF MODELLING This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 16.
    Text Here TextHere Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here Text Here WHAT- IF MODELLING This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 17.
    Goal Conservative Growth Moderate Growth Moderate Aggressive Growth Aggressive Growth + MoreDiversification Concentrated Growth Concentrated Aggressive Growth Text 01 Text 02 Text 03 Text 04 Text 05 Text 06 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. TARGET MODELLING This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 18.
    This slide is100% editable. Adapt it to your needs and capture your audience’s attention. Fact # 1 Fact # 2 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Fact # 3 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Fact # 4 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. KEY DRIVER ANALYTICS This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 19.
    This slide s100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. This slide s 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here Text Here Text Here Text Here KEY DRIVER ANALYTICS This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 20.
    10% 10% 10% 25% 45% 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. RESOURCE CAPACITY PLANNING This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 21.
    This slide is100% editable. Adapt it to your needs and capture your audience’s attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here 35% 45% 55% 65% RESOURCE CAPACITY PLANNING This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 22.
    Text Here This slideis 100% editable. Adapt it to your needs and capture your audience’s attention. Estate Planning This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Cash Flow This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Retirement This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Risk Management This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Investments FINANCIAL PLANNING This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 23.
    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. JAN APR SCHEDULING This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 24.
    Attribute2 Dominated Solutions Infeasible Region Utopia Point Attribute1 SCHEDULING This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 25.
    Early Expansion This slide is100% editable. Adapt it to your needs and capture your audience’s attention. Late Expansion This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Full Recession This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Early Recession This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. MARKET BOTTOM BULL MARKET MARKET TOP BEAR MARKET MARKET CYCLE INVESTMENT APPROACHES This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 26.
    Minimizing Short-term Losses Mitigating Volatility Meeting Long-term Returns Client Objectives Strategies Products ▪Dynamic Risk Management ▪ Volatility Management ▪ Risk Completion ▪ Tail Hedges ▪ Put Option ▪ Risk Parity ▪ Real Assets ▪ Factor Portfolios DIVERSIFY Combine sources of return to improve consistency ADJUST Reduce portfolio volatility through tactical adjustments INSURE BUY” Protection” against equity market crashes INVESTMENT APPROACHES This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 27.
    RISK TOLERANCE SCORE 3-5 points 5-910-13 14-18 19-24 25- 30 TIMEHORIZONSCORE 3-5 points 6-8 9-12 13-16 17-20 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. 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. INVESTOR PERSONALITY This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 28.
    MethodicalAnalytical IntuitiveAggressive Risk Emotion + + - - 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. INVESTOR PERSONALITY This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 29.
    15% chance 60% chance 15%chance 5% chance Contributions only Good Expected Poor Very Poor 0 5 10 15 20 25 30 35 40 45 50 2016 20202017 2018 2019 Timeframe Performance Projection For This Fund PORTFOLIO RETURN AND PERFORMANCE This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 30.
    0 1 2 3 4 5 6 7 8 9 TEXT 2010 20112012 2013 2014 2015 2016 2017 2018 TEXT 3.59% 5.55% 3.42% 2.99% 2.42% 2.56% 5.56% 3.78% 15.9% TEXT 1.88% 8.14% 7.92% 3.58% 1.92% 1.88% 8.14% 5.36% 23.2% TEXT 1.14% 8.14% 13.4% 3.90% 2.90% 2.14% 13.2% 7.02% 31.8% TEXT 1.88% 8.14% 18.7% 3.97% 1.01% 1.14% 18.7% 8.37% 37.9% Text 1 Text 2 Text 3 Text 4 PORTFOLIO RETURN AND PERFORMANCE This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 31.
    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. 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. Step 03 PERFORMANCE ATTRIBUTION This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 32.
    01/10/2012 3:25PM 229 Open Pt. Close High Low 52w/k High 52 w/k Low 229.00 233.25 235.40 226.60 260.65 169.75 0 22 9 149 1 2 149 6 15 MCAP (Rs in Cr) PE {x} EPS (Rs) BV (Rs) Div. Yield (%) PV (Rs) P/BV {x} EV/Sales {x} EV/EBIDTA {x} XYZ 0 50 100 150 200 250 300 350 This slide is 100% editable. 229 SECURITY ANALYSIS This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 33.
    Data Analysis UsTotal Stock Market: VTI Us Large-cap Value: IVE, VTV Us Mid-cap Value: IWS Us Small-cap Value: VBR, IWN Developed Markets: SCHF, VEA Emerging Markets: VWO, IEMG Municipal Bonds: MUB, NYF Us Corporate ONDS: LQD Interactional Bonds: BNDX Emerging Markets Bonds: VWOB $8,755.54 $8,594.10 $2,773.36 $2,396.21 $20,768.55 $5,617.76 $2,989.75 $853.29 $1,327.20 $766.09 HOLDING CURRENT WEIGHT CURRENT VALUEYOUR CURRENT PORTFOLIO 16.00% 15.70% 5.10% 4.40% 37.90% 10.20% 5.50% 1.60% 2.40% 1.40% MEASUREMENT OF PORTFOLIO ANALYSIS This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 34.
    CASH INT’L BONDSINT’L STOCKS US STOCKS ALTERNATIVES Cash$104,5415% Intl bonds $27,128 18% Intl stocks &243,380 30% Alternatives$340,884 12% U.S stocks &549,445 25% U.S bonds $58,541 10% Class % Total 1-Day % Value Cash . 7.9% 0.11% 104,541.20 U.S. Stocks 2.05% 0.41% 27,128.40 Intl Stocks 4.42 % 0.11% 58,489.96 U.S. Bonds 18.38 % 0.56% 243,380.27 Intl Bonds 41.5 % 0.17% $594,445.62 Alternatives 25.75 % 0.17 % $340,884.97 Grand Total $1,323,870.97 PORTFOLIO SELECTION/ ALLOCATION This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 35.
    Intl stocks U.S.StocksIntlbonds U.S. bonds AlternativesCash 0.11% 0.41% 0.11% 0.56% 0.17% 0.17 % 1-Day % 7.9% 2.05% 4.42 % 18.38 % 41.5 % 25.75 % % Total $104,541.20 $27,128.40 $58,489.96 $243,380.27 $594,445.62 $340,884.97 $1,323,870.97 Value Cash . U.S. Stocks Intl Stocks. U.S. Bonds Intl Bonds Alternatives Grand Total Class Cash U.S Bonds Intl Stocks Alternatives U.S Stocks Intl Bounds PORTFOLIO SELECTION/ ALLOCATION This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 36.
    New Portfolio 40% 25% 20% 10% 5% Current Portfolio •Shy: short –term treasuries. • Tip: inflation protected bonds. • Stocks. 60% 20% 10% 3% 7% • SHV: Cash Equivalent. • VTIP: Short-term Inflation Protected Bonds. • AGG: U.S High Quality Bonds. • BANDX: International High Quality Bonds. • VWOB: Emerging Markets Government Bonds. • Stocks: No Changes To Existing Tickers. Data Analysis Data Analysis PORTFOLIO REVISION This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 37.
    Peso Gov’t. DebtSecurities 1,870,964,729 30.10% Foreign Gov’t. Debt Securities 200,209,275 3.22% Peso Corporate Debt Securities 853,885,328 13.74% Dollar Corporate Debt Securities 335,076,611 5.39% Equity 22.78%1,415,883,172 30% 20% 25% 10% 15% 0 5 10 15 20 25 30 35 2017 2018 2019 2020 2021 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 s 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. PORTFOLIO EVALUATION This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 38.
    10% 20% 30%40% 50% 60% 8% 26% 15% 7% 38% 6% Jan Feb Mar Apr May Jun 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. PORTFOLIO EVALUATION This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 39.
    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. 0 1 2 3 4 5 6 2013 2014 2015 2016 2017 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. Text Here Presentation 2017 FEASIBLE SET OF PORTFOLIO This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 40.
    8.0% Text Here 12.0%Text Here 20.0% Text Here 30.0% Text Here 5.0% Text Here 25.0% Text Here 30% 20% 50% SELECTION OF THE OPTIMAL PORTFOLIO This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 41.
    0% 20% 40%60% 80% 100% Type Of Investment Share 50% 20% 15% 25% 10% 5% Foreign developed equity: stocks listed on major foreign markets in developed countries, such as the united kingdom, Germany, France and Japan.Stocks 20% emerging market equity: stocks from emerging markets around the world, such as brazil, Russia, India and china.Stocks 15% U.S treasury inflation-protected securities (tips): special types of treasurys that offer protection from inflation, as measured by the consumer price index.Bonds 25% U.S treasury securities: fixed interest U.S government debt securities. The income is only taxed at the federal level.Bonds 10% real estate investment trusts (tips): stocks of companies that invest directly in real estate through ownership of property. Real Estate 5% 50%Domestic equity: stocks in U.S-based companies listed U.S. exchanges.Stocks SELECTION OF THE OPTIMAL PORTFOLIO This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 42.
    80% 50% 40% 30% 20% Text Here Thisslide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. KEY EVALUATION METRICS This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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    This slide is100% editable. Adapt it to your needs and capture your audience’s attention. STRATEGIESVISION This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. MISSION This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. GOAL This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. OUR MISSION This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 45.
    Amanda Clark This slideis 100% editable. Adapt it to your needs and capture your audience’s attention. CEO John Carter This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Manager Jessica Parker This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. web designer OUR TEAM This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 46.
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