Investment powerpoint presentation slides (2024)

Use Investment PowerPoint Presentation Slides to educate your clients about various investment schemes, long term investments, benefits, and more. Investment manager can present their different portfolios to the potential investors. This content-ready investment PowerPoint complete presentation deck aims to meet particular investment goals for the benefit of the investors. Incorporate templates like investment objectives, investment instruments, mutual funds, types of mutual funds, SIPs, exchange traded funds, and more. This investment complete presentation slideshow can be used on various other topics like asset allocation, financial statement analysis, stock selection, monitoring of existing investments, plan implementation, etc. Investment management PowerPoint templates are completely customizable. You can edit the PPT slides as per your convenience. Edit the color, text, icon, and font size as per your need. Add or delete the content from presentation if needed. Download ready-to-use investment PowerPoint presentation templates to create an investment portfolio for your clients. Get folks familiar with the field of computers with our Investment Powerpoint Presentation Slides. Be able to increase digital exposure.

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Presenting investment PowerPoint deck. This complete presentation comprises of total of 44 PPT slides. This deck is completely apt for investment managers to create portfolios for the investors. It covers all the aspects of the topic and includes all the major elements such as graphs and charts to make the work easy. This presentation has been crafted with an extensive research done by the research experts. Our PowerPoint professionals have incorporated appropriate diagrams, layouts, templates and icons related to the topic. The best part is that these templates are completely customizable. Edit the colour, text and icon as per your need. Click the download button below to grab this complete PPT deck on investment portfolio management.

Investment powerpoint presentation slides (8)

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Content of this Powerpoint Presentation

Slide 1: This slide introduces Investment with relevant imagery. State Your Company Name and begin.
Slide 2: This slide displays Investment Objectives such as- Increase Income, Finance Expenses, Increase Savings, Fight Inflation, Reduce Tax Liability.
Slide 3: This slide shows Investment Instruments displaying- Stocks, Bonds, Cash, Annuities, Mutual Funds, ETF’s, Hedge Funds, Options, Real Estate, Domestic, Foreign, Emerging Markets.
Slide 4: This is a Mutual Funds slide.
Slide 5: This is a Mutual Funds Investment Why Mutual Funds? Convenience, Economical, Diversification, Expertise, Liquidity, High Return, Safe & Transparent, Manage Inflation.
Slide 6: This slide shows Types of Mutual Funds- Equity, Balanced, Fixed Income, Money Market.
Slide 7: This slide shows Top 5 Mutual Funds To Invest In 2018-19 in tabular form.
Slide 8: This slide shows Systematic Investment Plans (SIP) displaying- Investment Per Month (in $), Number of Years, Future Value.
Slide 9: This slide shows Exchange Traded Funds to be presented.
Slide 10: This slide shows Types of ETF displaying- Index, Commodity, Inverse, Actively Managed, Industry, Foreign Market.
Slide 11: This slide shows ETF Benefits such as- Easily Accessible, Tradable on exchange, Cost Effective, Instant Diversification, Transparent, Liquid, Availability of market maker, Convenient, Secured.
Slide 12: This slide shows Fastest growing ETF’s to invest in.
Slide 13: This slide showcases Bonds.
Slide 14: This slide showcases Types of Bonds.
Slide 15: This slide displays Top Performing Bonds.
Slide 16: This slide shows Stocks. Use as per need.
Slide 17: This slide shows Types of Stocks such as- Blue Chips, Growth Stocks, Income Stocks, Defensive Stocks, Value Stocks. Investors think they are undervalued compared with the companies’ assets.
Slide 18: This slide shows Top Performing Stocks in tabular form.
Slide 19: This slide displays Stocks Best & Worst Performance.
Slide 20: This slide shows Hedge Funds to be discussed.
Slide 21: This slide shows Types of Hedge Funds to be presented- Directional, Managed Futures, Fund of Hedge Funds, Market Neutral, Global Macro, Long/Short Equity, Equity Market Neutral, Event Driven, Dedicated Short Bias, Fixed Income Arbitrage, Emerging Markets, Global Macro, Convertible Arbitrage Event Driven, Categories.
Slide 22: This slide shows Hedge Fund Investment Portfolio in pie chart form.
Slide 23: This slide shows Hedge Funds Risk Management Strategies displaying- Strategy Allocation, Manager Selection, Monitoring, Portfolio Construction as Risk Management.
Slide 24: This slide presents Hedge Funds Performance in tabular form.
Slide 25: This is an Investment Icon slide. Use the icons as per need.
Slide 26: This is a Coffee Break slide to halt. You can change the image as per requirement/ need.
Slide 27: This slide is titled Additional Slides to move forward. You can change the slide content as per need.
Slide 28: This is a Clustered Column slide to show product/ entity comparison, specifications etc.
Slide 29: This is a Stacked Column slide to show product/ entity comparison, specifications etc.
Slide 30: This is a Pie Chart image slide to present two product/ entity comparison, specifications etc.
Slide 31: This is a Pie Of Pie image slide to present two product/ entity comparison, specifications etc.
Slide 32: This is a Stacked Bar slide to show product/ entity comparison, specifications etc.
Slide 33: This is an Area Chart slide to show product/ entity comparison, specifications etc.
Slide 34: This is an Open High Low Close Chart slide to show product/ entity comparison, specifications etc.
Slide 35: This is Our Main Mission slide with- Vision, Goals. State them here.
Slide 36: This is Meet Our Team slide with name, designation and image box to fill the required information.
Slide 37: This is an About Us slide. State company/ team specifications here.
Slide 38: This is a Comparison slide for product/ entity comparison. State comparison, specifications etc. here.
Slide 39: This is a Quotes slide to convey company's message, beliefs etc. You may change the slide content as per need.
Slide 40: This is a Dashboard slide. Present metrics, Kpis etc. here.
Slide 41: This is a Location slide to show global presence, growth etc.
Slide 42: This slide presents a Timeline. Jot down your highlights, or present milestones etc. here.
Slide 43: This slide presents a Timeline. Jot down your highlights, or present milestones etc. here.
Slide 44: This is a Thank You slide with Email, Address# street number, city, state, Contact Numbers.

Investment powerpoint presentation slides with all 44 slides:

Document your growth with our Investment Powerpoint Presentation Slides. Elaborate on the chain of events that got you here.

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Investment powerpoint presentation slides (2024)

FAQs

What is the 5 golden rule of PowerPoint presentation? ›

If you are presenting to an audience, keep the text on slides to a minimum. Consider employing the “5-5-5" rule. No more than 5 lines, no more than 5 words, no more than 5 minutes. Think short and sharp memory joggers instead of rambling paragraphs.

What is PPT in investment? ›

The "Plunge Protection Team" (PPT) is a colloquial name given to the Working Group on Financial Markets.

What is the 30 rule for PowerPoint presentations? ›

Decoding the 10/20/30 PowerPoint Rule

Embrace the 10-20-30 rule for presentations, which recommends keeping them under 10 slides, delivering them within 20 minutes, and using a font size no smaller than 30 points. By applying this rule, you can make your presentations more direct, memorable, and compelling.

How do you structure an investment presentation? ›

How to Create the Perfect Investor Presentation
  1. Build a Compelling Story to Hook Investors. ...
  2. Discuss Target Market and Opportunity. ...
  3. Highlight Your USP and Value Proposition. ...
  4. Showcase Who Needs Your Product and Why. ...
  5. Prove You Are the Right Founder and Team. ...
  6. Current Status, Financials, Timeline and Metrics.
Nov 16, 2021

What are the 4 P's for a successful PowerPoint presentation? ›

The following 4 essential elements should be included in any effective presentation-making process.
  • Plan.
  • Prepare.
  • Practice.
  • Present.
Mar 28, 2023

What is the 777 rule in PowerPoint? ›

Slide Maxims

Follow the Rule of 7 (or 777). It recommends a maximum of 7 lines of text on any slide, a maximum of 7 words on any one line, and a maximum of 7 slides in a 20-minute talk. Do not read your slides. Most participants read just as well.

What is the 20 20 20 rule in PowerPoint? ›

1) 20 slides — The online presentation should not have more than 20 slides. 2) 20 minutes — The online presentation should not last more than 20 minutes. 3) 20 points — The slides should not have any fonts smaller than 20 points.

What are the 3 basic steps to begin investing? ›

  1. Establish goals. Before you put your money in the market, it's essential to articulate what you're trying to achieve, Boneparth said. ...
  2. Understand your budget and behavior. Research shows investors who keep their money in the market and save consistently are the most rewarded. ...
  3. Build an emergency fund.
Jun 7, 2023

What is PPT strategy? ›

In your strategy plan ppt, you will discuss your target market, competition, sales strategies, tactics your sales team will implement to achieve its objectives and drive revenue growth, and much, much more.

What is the Kawasaki rule? ›

The 20 Minutes Rule

According to Kawasaki, you only have 20 minutes to present your 10 slides – the time needed before your audience's attention starts declining. He believes it is long enough to convey a meaningful message but short enough to maintain the audience's attention span.

What is Rule #1 in PowerPoint? ›

1. Remember that you are the presenter, not PowerPoint. Use your slides to emphasize a point, keep yourself on track, and illustrate a point with a graphic or photo.

What is 555 rule in ppt? ›

Follow the 5/5/5 rule

Some experts suggest using the 5/5/5 rule: no more than five words per line of text, five lines of text per slide, or five text-heavy slides in a row.

How many slides should an investor presentation be? ›

However, the typical length of pitch decks that get the best response from investors is 12 slides or less. In fact, the famous venture capitalist and brand evangelist, Guy Kawasaki, has coined one of the best rules for deciding on the number of slides that go in your pitch deck. It's known as the 10/20/30 rule.

How do you put together a business presentation for investors? ›

Your business plan pitch presentation will include, but is not limited to:
  1. Introduction. ...
  2. The Problem And Your Solution. ...
  3. Target Market And Opportunity. ...
  4. Business Model And Pricing Strategy. ...
  5. Marketing And Sales Plan. ...
  6. Your Team. ...
  7. Financial Projections. ...
  8. Investment And Use of Funds.
Feb 20, 2024

How do you prepare a presentation for funding? ›

Do's
  1. Research which investors to target (understand and profile your audience)
  2. Know your business inside and out.
  3. Introduce the problem and your solution early in the pitch.
  4. Understand the numbers behind your financial slides.
  5. SHOW, don't tell - let your demo talk.

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