Download readymade Stock Market Risk Management Strategies PowerPoint Presentation Slides at SlideTeam.

1. STOCK MARKET
Risk Management Strategies
Your Company Name
Instructions to download this editable PPT Presentation are in the last slide

2. AGENDA
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Agenda
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
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
06
2
Instructions to download this editable PPT Presentation are in the last slide

3. 3
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.
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.
Control
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
PORTFOLIO MANAGEMENT PROCESSThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Instructions to download this editable PPT Presentation are in the last slide

4. 4
01
02
0304
05
Asset Management
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.
Management Team
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Tax Reduction
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Set Your Goals
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
INVESTMENT OBJECTIVESThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

5. 5
Increase Saving
This slide is 100% editable. Adapt it
to your needs and capture your
audience’s attention.
Increase Income
This slide is 100% editable. Adapt it
to your needs and capture your
audience’s attention.
Fight Inflation
This slide is 100% editable. Adapt it
to your needs and capture your
audience’s attention.
Finance Expenses
This slide is 100% editable. Adapt it
to your needs and capture your
audience’s attention.
Reduce Tax Liability
This slide is 100% editable. Adapt it
to your needs and capture your
audience’s attention.
01
02
03
04
05
Why Are You
Investing?
INVESTMENT OBJECTIVESThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

6. 6
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 Low01 02 03
RISK TOLERANCE ANALYSISThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

7. 7
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.
LOW
This slide is 100% editable. Adapt it
to your needs and capture your
audience’s attention.
HIGH
RISK
01
02
03 04
05
06
RISK TOLERANCE ANALYSISThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

8. 8
LOW MEDIUM HIGH
Impact
HIGH
Text Here Text Here Text Here
MEDIUM
Text Here Text Here Text Here
LOW
Text Here Text Here Text Here
Likelihood
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.
RISK TOLERANCEThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

9. 9
Investment Reward
Risk- Reward Matrix
InvestmentRisk
High
Med
Med
Med
High
High
High
Med
Med
High
Low
Low
Low
Low
High
High
Med
Low
Medium
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.
RISK REWARD MATRIXThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

10. 10
Low
High
ProbabilityOf
TechnicalSuccess
Bread and
Butter
White Elephants
(Difficult To Kill)
REWARD (NPV)
Pearls
Oysters
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.
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.
RISK REWARD MATRIXThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

11. 11
Risk
HighMediumLow
Low Medium High
Reward
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.
RISK REWARD MATRIX
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.
RISK REWARD MATRIXThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

12. 12
Reward
Risk
Risk Reward Ratio =
Take Profit Distance
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. 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.
ASSET ALLOCATION
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 ALLOCATIONThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

13. 13
RISK RETURN PLOTThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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 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.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

14. 14
Choice 1 Choice 2 Choice 3 Choice 4
Challenge
Consequence Consequence Consequence Consequence
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.
WHAT- IF MODELLINGThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

15. 15
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.
WHAT- IF MODELLING
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.
WHAT- IF MODELLINGThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

16. 16
YOUR TEXT HERE
YOUR TEXT HERE PUT TEXT HERE YOUR 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
PUT TEXT HERE YOUR TEXT HERE PUT 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
YOUR TEXT HERE PUT TEXT HERE YOUR 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 MODELLINGThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

17. 17
This slide is 100%
editable. Adapt it to
your needs and capture
your audience’s
attention.
Text Here
Text Here
Text HereText Here
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.
TARGET MODELLINGThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

18. 18
TARGET MODELLINGThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Conservative GrowthText 01
Text 02 Moderate Growth
Text 03 Moderate Aggressive Growth
Text 04
Aggressive Growth + More
Diversification
Text 05 Conservative Growth
Text 06 Concentrated Aggressive Growth
Goal 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.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

19. 19
KEY DRIVER ANALYTICS 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.
Fact # 1
This slide is 100% editable. Adapt it to your needs
and capture your audience’s attention.
Fact # 2
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.
Fact # 3
KEY DRIVER ANALYTICSThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

20. 20
KEY DRIVER ANALYTICSThis 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.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

21. 21
32%
23%
18%
14%
13% 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 RESOURCE CAPACITY PLANNINGThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

22. 22
KEY RESOURCE CAPACITY PLANNINGThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
35%
30%
25%
10%
35%
45%
30%
15%
10%
45%
55%
5%
30%
10%
55%
65%
20%
5%
10%
35%
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.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

23. 23
This slide is 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.
Risk
Management
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Investments
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
TEXT
FINANCIAL PLANNINGThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

24. 24
JAN
FEB
MARAPR
MAY
JUNE
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.
SCHEDULINGThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

25. 25
Dominated
Solutions
Infeasible
Region
Attribute2
Attribute 1
Utopia
Point
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.
PARETO OPTIMAL PORTFOLIO
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.
PARETO OPTIMAL PORTFOLIOThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

26. 26
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Design
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Develop
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Evaluate
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Analyze
MARKET
TOP
MARKET
BOTTOM
BEAR
MARKET
BULL
MARKET
INVESTMENT APPROACHESThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

27. 27
Client Objectives
Strategies
Products
DIVERSIFY
Combine sources of
return to improve
consistency
Meeting
Long-term Returns
• Risk Parity
• Real Assets
• Factor Portfolios
ADJUST
Reduce portfolio
volatility through
tactical adjustments
Mitigating
Volatility
• Dynamic Risk Management
• Volatility Management
• Risk Completion
INSURE
BUY “Protection”
against equity market
crashes
Minimizing
Short-term Losses
• Tail Hedges
• Put Option
INVESTMENT APPROACHESThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

28. 28
RISK TOLERANCE SCORE
TimeHorizonScore 3-5
Points
5-9 10-13 14-18 19-24 25-30
3-5
Points
6-8
9-12
3-16
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.
INVESTOR PERSONALITYThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

29. 29
AGGRESSIVE INTUITIVE
ANALYTICAL METHODICAL
Emotion+
-
-
Risk
+
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.
INVESTOR PERSONALITY
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 PERSONALITYThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

30. 30
0
5
10
15
20
25
30
35
40
45
50
2010 20302015 2020 2025
Timeframe
VERY
POOR
POOREXPECTEDGOOD
Contributions
only
5% chance
15%
chance
60% chance
15%
chance
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. This slide is 100%
editable. Adapt it to your needs and capture your audience's
attention.
Performance Projection For This Fund
PORTFOLIO RETURN AND PERFORMANCEThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

31. 31
TEXT TEXT
TEXT TEXT
2010 3.59% 1.88% 1.14% 1.88%
2011 5.55% 8.14% 8.14% 8.14%
2012 3.42% 3.42% 3.42% 3.42%
2013 2.99% 2.99% 2.99% 2.99%
2014 2.42% 2.42% 2.42% 2.42%
2105 2.56% 2.56% 2.56% 2.56%
0
1
2
3
4
5
6
7
8
TEXT 1 TEXT 2 TEXT 3 TEXT 4
PORTFOLIO RETURN AND PERFORMANCEThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

32. 32
PERFORMANCE ATTRIBUTION 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.
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 01
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 02
This slide is 100% editable. Adapt it to your needs and capture your
audience’s attention.Step 03
This slide is 100% editable. Adapt it to your needs and capture your audience’s
attention.Step 04
This slide is 100% editable. Adapt it to your needs and capture your
audience’s attention.Step 05
PERFORMANCE ATTRIBUTIONThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

33. 33
XYZ
01/10/2016 3:25PM
229
Open 229.00 MCAP (RS In Cr) 0
Pt. Close 233.25 PE {X} 22
EPS (RS) 9
High 235.25 Div. Yield (%) 149
PV (RS) 1
Low 226.60
P/BV {X} 2
52 W/K High 260.65 EV/Sales {X} 149
EV/EBIDTA {X} 6
52 W/K Low 169.75 15
229
0
50
100
150
200
250
300
350
400 This slide is
100% editable.
SECURITY ANALYSISThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

34. 34
CURRENT
WEIGHT
16.00%
15.70%
5.10%
4.40%
37.90%
10.20%
5.50%
1.60%
2.40%
1.40%
CURRENT VALUE
$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
YOUR CURRENT
PORTFOLIO
30%
15%
8%3%
12%
32%
Data
Analysis
HOLDING
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
MEASUREMENT OF PORTFOLIO ANALYSISThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

35. 35
INT’L BONDS INT’L STOCKS US STOCKS
CASH ALTERNATIVESCash$104,541
5%
Intl bonds $27,128
18%
Intl stocks
&243,380 30%
Alternatives
$340,884
12%
U.S bonds
$58,541
10%
U.S stocks
&549,445 25%
Class % Total 1-Day % Value
U.S. Stocks 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/ ALLOCATIONThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

36. 36
Cash
Intl stocks U.S.Stocks
Intl bonds U.S. bonds
Alternatives
Class % Total 1-Day % Value
U.S. Stocks 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/ ALLOCATIONThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

37. 37
5%
10%
20%
25%
40%
Data
Analysis
Current Portfolio
Shy: short –term treasuries
Tip: inflation protected bonds
stocks
7%
3%
10%
20%
60% Data
Analysis
New Portfolio
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
PORTFOLIO REVISIONThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

38. 38
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
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 EVALUATIONThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

39. 39
FEASIBLE SET OF PORTFOLIOThis 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.
0
10
20
30
40
50
60
70
2017 2018 2019 2020 2021
Presentation 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. 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.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

40. 40
20%
50%
30%
8.0% Text Here 12.0% Text Here
20.0% Text Here 30.0% Text Here
5.0% Text Here 25.0% Text Here
SELECTION OF THE OPTIMAL PORTFOLIO 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.
SELECTION OF THE OPTIMAL PORTFOLIOThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

41. 41
50% 20% 15% 25% 10% 5%
0% 20% 40% 60% 0% 100%
Type Of Investment Share
Stocks Domestic equity: stocks in U.S-based companies listed U.S. exchanges 50%
Stocks Foreign developed equity: stocks listed on major foreign markets in developed countries, such as the
united kingdom, Germany, France and Japan
20%
Stocks Emerging Market Equity: stocks from emerging markets around the world, such as brazil, Russia, India and
china
15%
Bonds U.S treasury inflation-protected securities (tips): special types of treasury's that offer protection
from inflation, as measured by the consumer price index.
25%
Bonds U.S treasury securities: fixed interest U.S government debt securities. The income is only taxed at the
federal level.
10%
Real
Estate
Real Estate Investment Trusts (Tips): stocks of companies that invest directly in real estate through
ownership of property
5%
SELECTION OF THE OPTIMAL PORTFOLIOThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

42. 42
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 EVALUATION METRICSThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

43. ADDITIONAL SLIDES
43
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

44. 44
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.
OUR MISSIONThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

45. 45
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
TOM SMITH
MARKETING
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
CAROL SMITH
CEO
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
MARRY SMITH
DEVELOPER
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
JACK SMITH
PRODUCTER
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
ANITA SMITH
DESIGNER
OUR TEAMThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

46. 46
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.
Text Here
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
01
02
03
04
05
OUR GOALThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

47. 47
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 .
75%
25%
Your Text
Here
COMPARISONThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

48. 48
20GB Disk Space
2 Data Base
200GB Bandwich
2 accounts
TEXT HERE
$250
80GB Disk Space
2 Data Base
350GB Bandwich
2 accounts
TEXT HERE
$550
300GB Disk Space
2 Data Base
500GB Bandwich
2 accounts
TEXT HERE
$800
650GB Disk Space
2 Data Base
800GB Bandwich
2 accounts
TEXT HERE
$1500
FINANCIALThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

49. 49
This
This slide is 100% editable.
Slide is
This slide is 100% editable. Adapt it to your
needs and capture your audience's
attention.
100%
This slide is 100% editable. Adapt it to your
needs and capture your audience's
attention.
Editable.
This slide is 100% editable. Adapt it to your
needs and capture your audience's
attention.
QUOTESThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

50. 50
LOW
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
0
20
40
60
80
100
120
140
160
180
200
220
240
260
280
20%
MEDIUM
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
0
20
40
60
80
100
120
140
160
180
200
220
240
260
280
50%
HIGH
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
0
20
40
60
80
100
120
140
160
180
200
220
240
260
280
95%
DASHBOARDThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

51. 51
YOUR TEXT HERE
PUT TEXT HERE
YOUR TEXT HERE
PUT TEXT HERE
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
2020
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
2018
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
2019
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
2017
TIMELINEThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

52. 52
Option - A
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Option - C
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Option - B
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
TARGETThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

53. 53
HIGH
HIGH
LOW
ProfitImpact
Supply Risk
?
Your Text Here
This slide is 100% editable. Adapt it to your needs
and capture your audience's attention.
Put Text Here
This slide is 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.
Your Text Here
This slide is 100% editable. Adapt it to your needs
and capture your audience's attention.
MATRIXThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

54. 54
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.
Text HereText HereText Here
Text HereText Here
LEGOThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

55. 55
This slide is 100% editable. Adapt it to your
needs and capture your audience’s attention.
01
This slide is 100% editable. Adapt it to your
needs and capture your audience’s attention.02
This slide is 100% editable. Adapt it to your
needs and capture your audience’s attention.
03
This slide is 100% editable. Adapt it to your
needs and capture your audience’s attention.
04
This slide is 100% editable. Adapt it to your
needs and capture your audience’s attention.
05
MAGNIFIER GLASSThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

56. 56
0
0.2
0.4
0.6
0.8
1
1.2
1.4
1.6
0.5
0.6
0.9
1.4
1.6
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.
BAR GRAPHThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

57. 57
THANK YOU
Address
# street number, city, state
Contact Numbers:
08785644562
Email Address:
emailaddress@123.com
Download 500,000+ PowerPoint Presentation Templates and Slides at www.slideteam.net

58. Download this deck as an
Editable PowerPoint Presentation on
SlideTeam
You can download this complete deck from www.slideteam.net -> 'Complete
Decks' -> ‘Stock Market Risk Management Strategies’