Investment RISK MANAGEMENT Strategies Your Company Name Risk Return
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Risk
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PORTFOLIO MANAGEMENT PROCESS
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INVESTMENT OBJECTIVES Tax Reduction
Set Your Goals
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Management Team
Risk Management
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INVESTMENT OBJECTIVES This slide is 100% editable. Increase Income
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Reduce Tax Liability
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Finance Expenses
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Why Are You Investing?
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Fight Inflation
Increase Saving
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RISK TOLERANCE ANALYSIS High
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RISK TOLERANCE ANALYSIS Medium This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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RISK TOLERANCE
RISK TOLERANCE HIGH
HIGH
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MEDIUM
MEDIUM
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LOW
Impact
LOW
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Likelihood
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RISK REWARD MATRIX Investment Reward
Investment Reward
Risk- Reward Matrix
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Medium
Low
High
Med
Low
High
High
High
Low
Med
High
Med
Low
Med
Med
Low
Low
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RISK REWARD MATRIX Bread and Butter
High
Probability Of Technical Success
Risk Reward Matrix Pearls
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Oysters
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White Elephants (Difficult To Kill)
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REWARD (NPV)
Low
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RISK REWARD MATRIX
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Risk Reward Matrix
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ASSET ALLOCATION
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Risk Reward
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Risk Reward Ratio
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RISK RETURN PLOT
RISK RETURN PLOT
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NZX 50
10
90/10
8
60/40 50/50
6
40/60
4 2
70/30
80/20
30/70
20/80
0 5
10
15
20
25
30
35
40
45
Annualized Standard Deviation
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WHAT- IF MODELLING Challenge
Choice 1
Choice 2
Choice 3
Choice 4
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Consequence
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WHAT- IF MODELLING
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WHAT- IF MODELLING
PUT TEXT HERE
TEXT HERE
TEXT HERE
YOUR 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
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
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TARGET MODELLING This slide is 100% editable.
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TARGET MODELLING This slide is 100% editable.
Goal
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Conservative Growth
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Moderate Growth
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Moderate Aggressive Growth
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Aggressive Growth + More Diversification
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Concentrated Growth
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Concentrated Aggressive Growth
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KEY DRIVER ANALYTICS
Fact #
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KEY DRIVER ANALYTICS
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RESOURCE CAPACITY PLANNING
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10%
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RESOURCE CAPACITY PLANNING
5% 10%
10%
15%
10%
10%
25%
30%
35%
20%
45% 55%
30%
65%
30%
5%
35%
45%
55%
65%
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FINANCIAL PLANNING
Investments
Risk Management
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Retirement
Cash Flow
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Estate Planning This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
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SCHEDULING This slide is 100% editable.
JAN
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FEB
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PARETO OPTIMAL PORTFOLIO
Attribute 2
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Utopia Point
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INVESTMENT APPROACHES Evaluate
Design
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MARKET CYCLE
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INVESTMENT APPROACHES
Client Objectives
Minimizing Short-term Losses
Mitigating Volatility
Meeting Long-term Returns
Strategies
INSURE
ADJUST
DIVERSIFY
BUY” Protection” against equity market crashes
Reduce portfolio volatility through tactical adjustments
Combine sources of return to improve consistency
Products
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Tail Hedges
Dynamic Risk Management
Risk Parity
Put Option
Volatility Management
Real Assets
Risk Completion
Factor Portfolios
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INVESTOR PERSONALITY RISK TOLERANCE SCORE 3-5 points
5-9
10-13
14-18
19-24
25-30
3-5 points 6-8
Time Horizon Score
9-1 13-16 17-20
INVESTOR PERSONALITY
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INVESTOR PERSONALITY + Emotion
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INTUITIVE
AGGRESSIVE
Risk
+
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ANALYTICAL
METHODICAL
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PORTFOLIO RETURN AND PERFORMANCE 50 40 30 20
Performance Projection For This Fund
10
0 2017
2018
2019
2020
2021
Timeframe
GOOD
15% chance
EXPECTED
60% chance
POOR
15% chance
VERY POOR
5% chance
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PORTFOLIO RETURN AND PERFORMANCE 8 7 6 5 4 3 2 1 0 TEXT 1
TEXT 2
TEXT 3
2019
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TEXT
2017
2018
TEXT
3.59%
5.55%
TEXT
1.88%
TEXT
TEXT
TEXT 4
2022 2020
2021
2023
2024
2025
3.42%
2.99%
2.42%
2.56%
5.56%
3.78%
15.9%
8.14%
7.92%
3.58%
1.92%
1.88%
8.14%
5.36%
23.2%
1.14%
8.14%
13.4%
3.90%
2.90%
2.14%
13.2%
7.02%
31.8%
1.88%
8.14%
18.7%
3.97%
1.01%
1.14%
18.7%
8.37%
37.9%
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PERFORMANCE ATTRIBUTION
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SECURITY ANALYSIS XYZ
350
01/10/2012 3:25PM
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300
229
250 229
200
• • • • • •
Open Pt. Close High Low 52 W/K High 52 W/K Low
• • • • • • • •
MCAP (RS In Cr) PE {X} EPS (RS) Div. Yield (%) PV (RS) P/BV {X} EV/Sales {X} EV/EBIDTA {X}
150 100 50 0
• • • • • •
229.00 233.25 235.25 226.60 260.65 169.75 • • • • • • • • •
0 22 9 149 1 2 149 6 15
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MEASUREMENT OF PORTFOLIO ANALYSIS YOUR CURRENT PORTFOLIO
HOLDING
Us Total Stock Market: VTI
$8,755.54
2.40%
$8,594.10
Us Mid-cap Value: IWS
1.60%
$2,773.36
Us Small-cap Value: VBR, IWN
5.50%
$2,396.21
Developed Markets: SCHF, VEA
10.20%
$20,768.55
Emerging Markets: VWO, IEMG
37.90%
$5,617.76
Municipal Bonds: MUB, NYF
4.40%
Us Corporate ONDS: LQD
5.10%
Interactional Bonds: BNDX
15.70%
Emerging Markets Bonds: VWOB
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CURRENT VALUE
1.40%
Us Large-cap Value: IVE, VTV
Data Analysis
CURRENT WEIGHT
$2,989.75 $853.29 $1,327.20
16.00%
$766.09
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PORTFOLIO SELECTION/ ALLOCATION
INT’L STOCKS
INT’L BONDS US BONDS
Intl bonds $27,128 18%
U.S bonds $58,541 10%
Intl stocks &243,380 30%
U.S stocks &549,445 25%
ALTER NATIV ES
Alternatives $340,884 12%
Cash $104,541 5%
CASH
US STOCKS
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
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$1,323,870.97
35
PORTFOLIO SELECTION/ ALLOCATION
Cash Intl stocks
U.S.Stocks
Intl bonds
U.S. bonds Alternatives
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
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$1,323,870.97
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PORTFOLIO REVISION Current Portfolio 5% 10%
• Shy: short –term treasuries 40%
Data Analysis
• Tip: inflation protected bonds
20%
• Stocks 25%
New Portfolio • SHV: Cash Equivalent 7%
• VTIP: Short-term Inflation Protected Bonds
3% 10%
• AGG: U.S High Quality Bonds • BANDX: International High Quality Bonds
Data Analysis 60%
20%
• VWOB: Emerging Markets Government Bonds • Stocks: No Changes To Existing Tickers.
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PORTFOLIO EVALUATION
40 10%
15%
35 30
25%
25
30%
20
20%
15 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%
1,415,883,172
22.78%
Equity
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10 5 0 2017
2018
2019
2020
2021
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FEASIBLE SET OF PORTFOLIO
Presentation 2017 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention
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70 60 50 40 30 20 10 0 2017
2018
2019
2020
2021
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SELECTION OF THE OPTIMAL PORTFOLIO This slide is 100% editable. This slide is 100% editable.
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8.0% Text Here 20 30
12.0% Text Here 20.0% Text Here
30.0% Text Here 5.0% Text Here 50
25.0% Text Here
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SELECTION OF THE OPTIMAL PORTFOLIO
50%
20%
15%
25%
10%
5%
0%
20%
40%
60%
80%
100%
Type Of Investment
Share
Stocks
Domestic equity: stocks in U.S-based companies listed U.S. exchanges.
Stocks
Foreign developed equity: stocks listed on major foreign markets in developed
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,
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
5%
50% countries, such as the united kingdom,
Germany, France and Japan.
as measured by the consumer price index.
property.
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20%
41
KEY EVALUATION METRICS 10%
This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 90% 45% 55%
This slide is 100% editable. Adapt it to your needs and capture your audience’s attention.
45% 55%
This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. 35%
This slide is 100% editable. Adapt it to your needs 65% 40% 60%
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and capture your audience’s attention.
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ADDITIONAL
SLIDES Risk Return
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Risk
Risk
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OUR MISSION
VISION This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 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. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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OUR TEAM
ANITA SMITH
PETER SMITH
MARY SMITH
JOHN SMITH
CEO
MARKETING
DESIGNER
DEVELOPER
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This slide is 100% editable. Adapt it to 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.
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OUR GOAL
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ďƒ˜ This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
ďƒ˜ This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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COMPARISON
Your Text Here
Put 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.
85%
40% 25%
50%
80%
35% 45%
75%
65%
25% 20%
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60%
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FINANCIAL
$ 20
$ 40
$ 50
$ 90
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. This slide is 100% editable. Adapt it to 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.
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QUOTES
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This slide is 100% editable.
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Adapt it to 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.
MARRY TRUMP
DONALD TRUMP
MARKETING
DESIGNER
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DASHBOARD
MEDIUM 50%
20%
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This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
LOW
HIGH
This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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95%
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TIMELINE
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2017 This slide is 100% editable.
2018
Adapt it to your needs and capture your audience's attention.
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2019 This slide is 100% editable.
2020
Adapt it to your needs and capture your audience's attention.
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2021
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TARGET
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.
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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.
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MATRIX + High (Define Value) This slide is 100% editable. Adapt it to
High
Value
Low
Define
+ Low (define value)
+ High (define value)
your needs and capture your audience's attention.
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This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
+ Low (define value)
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LEGO This slide is 100% editable. Adapt it to your needs and capture audience’s attention.
your
Text Here
Text Here
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Text Here
Text Here
This slide is 100% editable. Adapt it to your
This slide is 100% editable. Adapt it to your
This slide is 100% editable. Adapt it to your
needs and capture audience’s attention.
needs and capture audience’s attention.
needs and capture audience’s attention.
your
your
your
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MAGNIFIER GLASS
YOUR TEXT HERE This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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BAR GRAPH This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
45
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
40
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
35
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
30
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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25
20
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THANK YOU Address # street number, city, state
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Contact Numbers: 08785644562
Email Address: emailaddress@123.com
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Download this deck as an
Editable PowerPoint Presentation on SlideTeam
You can download this complete deck from www.slideteam.net -> 'Complete Decks' > ‘Investment Risk Management Strategies’