Expenditure PowerPoint Presentation Slides
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The document outlines investment objectives and strategies, highlighting various investment instruments such as mutual funds, ETFs, bonds, and stocks. It discusses the benefits and types of these investments, including risk management strategies for hedge funds and provides performance metrics for selected funds and stocks. The content emphasizes the importance of adaptability, transparency, and diversification in investment management.
Expenditure PowerPoint Presentation Slides
- 2. Investment Objectives 2 This slide is 100% editable. Adapt it to 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. Increase Income Finance Expenses Increase Savings Fight Inflation Reduce Tax Liability WHY ARE YOU INVESTING? This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 3. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Investment Instruments 3 Stocks Bonds Cash Annuities Mutual Funds ETF’s Hedge Funds Options Real Estate Domestic Foreign Emerging Markets
- 4. Mutual Funds 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 4
- 5. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mutual Funds Investment 5 Manage Inflation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Expertise This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Convenience This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Economical This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Diversification This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Liquidity This slide is 100% editable. Adapt it to your needs and capture your audience's attention. High Return This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Safe & Transparent This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Why Mutual Funds?
- 6. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Type of Mutual Funds 6 For aggressive investors Ideal for long term growth (5 years or more) Other MF types For balanced investors Medium to long term growth (3-5 years or more)G For conservative investors For long term capital preservation (5 years or more) For very conservative investors For short term capital preservation (1-2 years or more) 100% in short term fixed income securities Average annual return: 1-2% Medium risk, Even Lower risk compared to other MF types For very conservative investors For short term capital preservation (1-2 y) 50% in stocks 50% in fixed-income securities Average annual return: 10%-15% Medium risk, Moderate risk compared to Balanced 100% in fixed-income securities Average annual return: 6-10% Medium risk, Lower risk compared to other MF types Fixed Income Money Market 75%-90% invested in stocks Average annual return: 15%-20% Medium risk, Higher risk compared to other MF types Equity 01 04 03 02
- 7. Top 5 Mutual Funds to Invest in 2018-19 7 Mutual Fund Crisil Rank Value Research Rating (out of 5) Assets under Managem ent (in $MM) 1 Month 3 Months 1 Year 3 Years 5 Years Franklin Build India Fund Rank - 3 5 Star 23 -4% 1% 22% 14% 26% L&T Infrastructure Fund Rank - 1 5 Star 27 -6% 1% 35% 19% 24% Kotak Infras. & Eco Reform Fund Rank - 2 4 Star 33 -7% 1% 23% 13% 22% Aditya Birla SL Infrastructure Fund Rank - 3 4 Star 63 -7% -1% 26% 12% 20% IDFC Infra Fund Rank - 2 4 Star 203 -7% -1% 33% 18% 18% This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 8. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Systematic Investment Plans (SIP) 8 Investment Per Month (in $) Number of Years Future Value (in $) 2,000 40 6,28,07,511 3,000 30 2,10,29,462 5,000 25 1,64,20,369 10,000 20 1,51,59,550 20,000 15 1,35,37,262 30,000 10 83,59,718
- 9. 9 Exchange Traded Funds This slide is 100% editable. Adapt it to your needs and capture your audience's attention.01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.04
- 10. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Types of ETF 10 Commodity Designed to track the price of a commodity, such as gold, oil, or corn Inverse Designed to profit from a decline in the underlying market or index Index Designed to track a particular index, like the S&P 500 or NASDAQ Actively Managed Designed to outperform an index, unlike most ETFs, which are designed to track an index Industry Designed to provide exposure to a particular industry, such as oil, pharmaceuticals. Or high tech Foreign Market Designed to track non-U.S. markets such as Japan’s Nikkei or Hong Kong’s Hang Seng index
- 11. ETF Benefits 11 Easily Accessible Tradable on exchange Cost Effective Low management fee, no front load /exit charges Instant Diversification Fund structure/collective investment scheme Transparent Underlying and portfolio details are published daily Secured Regulated and government under listing requirements Convenient Immediate exposure to Malaysian stocks in single transaction Liquid Regulated and government under listing requirements 01 02 03 04 05 06 07 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 12. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Fastest growing ETF’s to invest in 12 Name Assets 3 years ago ($ mn) Assets today ($ mn) Increase (%) SBI Sensex ETF 0.7 608.2 ICICI Prudential Nifty iWIN 1 131.9 Birla Sun Life Nifty ETF 0.2 26.7 Kotak Banking ETF 5.1 408.9 Kotak Nifty 50 7.2 92.5 ICICI Prudential Sensex iWIN 0.5 5.5 R*Shares CPSE ETF 391.9 1179.30 R*Shares PSU Bank BeES 7.8 14.6 R*Shares Liquid BeES 127 213 R*Shares Gold BeES 308.7 421.5 Total 1837.1 3944.8
- 13. 13 Bonds
- 14. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Types of Bonds 14 Moody’s S & P Meaning Investment Grade Bonds Aaa AAA Bonds of the highest quality that offer the lowest degree of investment risk. Issuers are considered extremely stable and dependable Aa1, Aa2, Aa3 AA+, AA, AA- Bonds are of high-quality by all standards, but carry a slightly greater degree of long-term investment risk A1, A2, A3 A+, A, A- Bonds with many positive investment qualities Baa1, Baa2, Baa3 BBB+, BBB, BBB- Bonds of medium-grade quality. Security currently appears sufficient, but may be unreliable over the long term Non-Investment Grade Bonds (Junk Bonds) Ba1, Ba2, Ba3 BB+, BB, BB- Bonds with speculative fundamentals. The security of future payments is only moderate B1, B2, B3 B+, B, B- Bonds that are not attractive investments. Little assurance of long-term payments Caa1, Caa2, Caa3 CCC+, CCC, CCC- Bonds of poor quality. Issuers may be in default or are at risk of being in default Ca CC Bonds of highly speculative features. Often in default C C Lowest rated class of bonds - D In default
- 15. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Top Performing Bonds 15 Security Holding Period Returns Class Bond 1 28.23% Government fixed rate Bond 2 26.17% Government inflation linked (CIB) Bond 3 17.78% Corporate investment grade fixed rate Bond 4 24.52% Corporate investment grade inflation linked (CIB) Bond 5 15.96% Corporate investment grade inflation linked (IAB) Bond 6 18.20% Corporate high yield/unrated fixed rate Bond 7 9.03% Floating rate note Bond 8 23.93% USD fixed rate
- 16. 16 Stocks 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
- 17. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Types of Stocks 17 Have a reputation of quality, reliability and profitability Are expected to regularly rise in value Provide a regular dividend and stable earnings Pay high dividends Investors think they are undervalued compared with the companies’ assets Value Stocks Blue Chips Growth Stocks Defensive Stocks Income Stocks 01 02 03 04 05
- 18. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Top Performing Stocks 18 # Company/Stock Price Change % Change Today’s Volume Exchange 1 Yelp (YELP) $40.05 8.68 27.67 16,767,039 NYSE 2 Boingo Wireless (WIFI) $19.21 4.11 27.22 2,260,428 Nasdaq 3 Weight Watchers International (WTW) $41.39 8.31 25.12 9,915,628 NYSE 4 Cara Therapeutics (CARA) $16.34 3.04 22.86 4,684,125 Nasdaq 5 Spectrum Pharmaceuticals (SPPI) $8.96 1.63 22.24 3,240,968 Nasdaq 6 Cincinnati Bell (CBB) $21.60 3.60 20.00 1,760,725 NYSE 7 Arista Networks (ANET) $172.05 28.00 19.44 4,812,938 NYSE 8 GoPro (GPRO) $9.85 1.59 19.25 28,714,949 Nasdaq 9 Hortonworks (HDP) $14.86 2.31 18.41 5,365,511 Nasdaq 10 Constellium Cl A (CSTM) $10.05 1.40 16.18 8,192,309 NYSE
- 19. This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Stocks Best & Worst Performance 19 29.1% 18.14% 16.08% 9.71% 7.29% 5.97% -15% -12.73% -8.92% -5.52% -2.6% -2.51% -20% -15% -10% -5% 0% 5% 10% 15% 20% 25% 30% 35% Stocks-Best Stocks-Worst ▪ 01 Year ▪ 03 Years ▪ 05 Years ▪ 10 Years ▪ 20 Years ▪ 30 Years
- 20. 20 Hedge Funds 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
- 21. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Types of Hedge Funds 21 Emerging Markets Global Macro Dedicated Short Bias Global Macro Long/Short Equity Equity Market Neutral Event Driven Fixed Income Arbitrage Event Driven Convertible Arbitrage Directional Market Neutral Managed Futures Fund of Hedge Funds Categories
- 22. Hedge Fund Investment Portfolio 22 62% L/S Equities Macro 5% Multi-Strategy 14% Other 1% Relative Value 4% Convertible Artbitrage 1% CTA 4% Distressed Debt 3% Event Driven 3% Fixed Income 3% This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 23. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Hedge Funds Risk Management Strategies 23 Risk Management 01 02 0304 Strategy Allocation • Use proprietary analytical tools to forecast strategy inputs using: • Top down economic forecasts • Bottom up portfolio manager views Monitoring • At the portfolio level, monitor theme concentrations and style drift • At the manager-level, conduct: • Qualitative monitoring through monthly manager calls, periodic visits • Quantitative monitoring using proprietary risk tools Manager Selection • Perform three independent due diligence reviews (investment, operations and risk) each with veto power • Focus on identifying managers with differentiated risk characteristics • Calculate factor attributions using non-linear style analysis Portfolio Construction • Combine strategy allocation output with managers’ risk characteristics • Implement strategy and beta controls • Use managerial contribution analysis to size positions
- 24. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Hedge Funds Performance 24 HFRX Global Hedge Fund Index -23.25% Credit Suisse Blue Chip Index -26.31% Barclay Fund of Funds Index -21.50% S&P 500 Total Return -36.99% Russell 2000 -34.79%
- 26. Coffee Break Let’s Have a Break, We'll Come Back After 15 Minutes
- 28. This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 28 Staked Area-Clustered Column 0 1 2 3 4 5 6 7 8 9 10 FY01 FY02 FY03 FY04 InPercentage Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 29. 29 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 45 40 35 30 40 35 30 25 35 30 25 20 30 25 20 15 0 5 10 15 20 25 30 35 40 45 50 Clustered BarProduct 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 30. 30 0 50 100 150 200 250 300 350 400 450 500 550 600 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Clustered ColumnProduct 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 31. Pie Chart 31 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 10% 25% 50% 15% 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. 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.
- 32. Donut Chart 32 3% Your Text Here 35% Your Text Here Your Text Here 20% Your Text Here 8% Your Text Here 19% Your Text Here 15% This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 33. Pie of Pie Chart 33 60 5 14 21 35 Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 34. Post it Notes 34This 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. 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.
- 35. SWOT Analysis 35This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Strengths This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Weaknesses This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Opportunities This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Threats This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 36. News Paper 36 NEWS PAPER This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to 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. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.01 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
- 37. Puzzle 37 Your Text Here Your Text Here Your Text Here Your Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.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
- 38. Target 38 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
- 39. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Circular 39 This slide is 100% editable. Adapt it to 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.
- 40. Venn 40 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
- 41. Matrix 41This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Planning Analysis Recruitment Strategy 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. 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.
- 42. 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 Mind Map 42This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 04 0506 07 08 09
- 43. Hierarchy 43This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Your Text Here Your Text HereYour Text Here Your Text Here Your Text Here Your Text Here Your Text Here High Medium Low
- 44. Magnifying Glass 44This slide is 100% editable. Adapt it to 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 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
- 45. Thank You Address: # street number, city, state Contact Numbers: 0123456789 Email Address: emailaddress123@gmail.com