Answers

  • Here is the best outline for a deck on quantitative methods in investment management. Use it to create your own PPT templates :

    Portfolio Management Process: There should be a portfolio management process which includes the following steps- define, measure, improve, control, analyze.

    Investment Objectives: You can include an investment objectives slide with the following subheadings- fight inflation, finance expenses, increase saving, reduce tax liability, finance expenses.

    Risk Tolerance Analysis: There should be a risk tolerance analysis slide using the following parameters- low, high, medium.

    Risk Reward Matrix: You can add a risk-reward matrix slide which shows- bread and butter, white elephants (difficult to kill), oysters, pearls. in terms of low and high parameters.

    Here is an example of Quantitative Methods In Investment Management PowerPoint Presentation Slides. Download it and alter it as per your liking.

     

    Answered on 10 Sep, 2019
    By Alice Laura