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AGENDA
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Agenda 01
Agenda 02
Agenda 03
Agenda 04
Agenda 05
Agenda 06
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ABOUT US
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Amanda Clark
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John Carter
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Jessica Parker
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OUR TEAM
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CAROLINA
MARRY
ANITA
JOHN
CEO/ Director
CEO/ Director
CEO/ Director
CEO/ Director
Define
Analyze
Control
Measure
Improve
INVESTMENT OBJECTIVES
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Set Your
Goals
Tax
Reduction
Management
Team
Risk
Management
Asset
Management
INVESTMENT OBJECTIVES
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Increase
Income
Reduce
Tax Liability
Finance
Expenses
Fight
Inflation
Increase
Saving
High
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Low
MIDDLE
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HIGH
LOW
RISK
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RISK TOLERANCE
LOW
MEDIUM
HIGH
HIGH
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MEDIUM
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LOW
Impact
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Likelihood
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Investment Reward
Investment Risk
Medium
Low
High
High
High
Low
Med
High
Med
Low
Med
Med
Low
Low
12
High
Probability Of
Technical Success
Oysters
REWARD (NPV)
Low
13
Risk
Medium
Low
High
Medium
Reward
Low
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ASSET ALLOCATION
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Risk
Reward
15
14
NZX
50
12
Annualized Return
10
90/10
60/40
80/20
50/50
40/60
4
2
70/30
30/70
20/80
0
5
10
15
20
25
30
35
40
45
16
WHAT- IF MODELLING
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Choice 1
Consequence
Choice 2
Consequence
Choice 3
Consequence
Choice 4
Consequence
Challenge
17
WHAT- IF MODELLING
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Text Here
05
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01
04
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02
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03
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WHAT- IF MODELLING
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TEXT HERE
TEXT HERE
TEXT HERE
Text Here
Text Here
Text Here
Text Here
Text Here
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TARGET MODELLING
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TEXT HERE
TEXT HERE
TEXT HERE
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TARGET MODELLING
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Goal
Text 01
Conservative
Growth
Text 02
Moderate
Growth
Text 03
Moderate Aggressive
Growth
Text 04
Aggressive Growth
+
More Diversification
Text 05
Concentrated
Growth
Text 06
Concentrated
Aggressive
Growth
21
Fact #
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Fact #
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Fact #
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Fact #
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10%
10%
45%
10%
25%
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35%
45%
55%
65%
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25
FINANCIAL PLANNING
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Investments
Risk Management
Retirement
TEXT
Cash Flow
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Estate Planning
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SCHEDULING
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JAN
JUN
FEB
MAY
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MAR
APR
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Attribute 2
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Dominated
Solutions
Infeasible Region
Utopia
Point
Attribute 1
28
INVESTMENT APPROACHES
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Early
Expansion
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Late
Expansion
BULL
MARKET
MARKET
TOP
MARKET
CYCLE
MARKET
BOTTOM
Full
Recession
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BEAR
MARKET
Early
Recession
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INVESTMENT APPROACHES
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Minimizing
Short-term Losses
Mitigating
Volatility
Meeting
Long-term Returns
INSURE
ADJUST
DIVERSIFY
BUY Protection
against equity
market crashes
Reduce portfolio
volatility through
tactical adjustments
Combine sources of
return to improve
consistency
Client
Objectives
Strategies
Products
Tail Hedges
Put Option
Risk Parity
Volatility Management
Real Assets
Risk Completion
Factor Portfolios
30
INVESTOR PERSONALITY
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5-9
10-13
14-18
19-24
25- 30
3-5 points
6-8
9-12
13-16
17-20
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INVESTOR PERSONALITY
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+
Emotion
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AGGRESSIVE
INTUITIVE
Risk
ANALYTICAL
METHODICAL
32
GOOD
15% chance
50
45
EXPECTED
60% chance
40
35
POOR
15% chance
30
25
VERY POOR
5% chance
20
15
10
Contributions only
5
0
2010
2015
2020
2020
Timeframe
2025
33
8
7
6
5
4
3
2
1
0
TEXT 1
TEXT
TEXT
TEXT
TEXT
TEXT
TEXT 2
TEXT 3
TEXT 4
5.55%
1.88%
8.14%
1.14%
1.88%
3.42%
7.92%
2.99%
3.58%
2.42%
1.92%
2.56%
5.56%
3.78%
15.9%
1.88%
8.14%
5.36%
23.2%
8.14%
13.4%
3.90%
2.90%
2.14%
13.2%
7.02%
31.8%
8.14%
18.7%
3.97%
1.01%
1.14%
18.7%
8.37%
37.9%
34
PERFORMANCE ATTRIBUTION
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35
SECURITY ANALYSIS
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XYZ
350
300
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229
250
200
229
150
Open
229.00
Pt. Close
233.25
High
Low
52 w/k High
52 w/k Low
235.40
100
50
0
PE {x}
EPS (Rs)
BV (Rs)
Div. Yield (%)
PV (Rs)
P/BV {x}
EV/Sales {x}
EV/EBIDTA {x}
226.60
260.65
169.75
0
22
9
149
1
2
149
6
15
36
HOLDING
Us Total Stock Market: VTI
Us Large-cap Value: IVE, VTV
CURRENT WEIGHT
1.40%
2.40%
CURRENT VALUE
$8,755.54
$8,594.10
1.60%
$2,773.36
5.50%
$2,396.21
10.20%
$20,768.55
37.90%
$5,617.76
4.40%
$2,989.75
5.10%
$853.29
15.70%
Data Analysis
16.00%
$1,327.20
$766.09
37
INTL BONDS
U.S bonds
$58,541
10%
US BONDS
INTL STOCKS
US STOCKS
Intl stocks
&243,380
30%
ALTERNATIVES
Alternatives $340,884
12%
Cash $104,541 5%
CASH
U.S stocks
&549,445
25%
Class
% Total
1-Day %
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
25.75 %
0.17 %
$340,884.97
Alternatives
Grand Total
Value
$1,323,870.97
38
Cash
Intl stocks
U.S.Stocks
Intl bonds
U.S. bonds
Alternatives
Class
% Total
1-Day %
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
41.5 %
0.17%
$594,445.62
25.75 %
0.17 %
$340,884.97
Intl Bonds
Alternatives
Grand Total
Value
$1,323,870.97
39
PORTFOLIO REVISION
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Current Portfolio
New Portfolio
5%
10%
7%
10%
20%
Data Analysis
40%
Data Analysis
20%
60%
25%
40
PORTFOLIO EVALUATION
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35
10
15
30
25
25
30
20
20
15
10
Peso Govt. Debt Securities
1,870,964,729
30.10%
200,209,275
3.22%
853,885,328
13.74%
335,076,611
5.39%
1,415,883,172
22.78%
Equity
5
0
2015
2016
2017
2018
2019
41
PORTFOLIO EVALUATION
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8%
10%
20%
26%
38%
6%
30%
40%
7%
50%
15%
60%
Jan
Feb
Mar
Apr
May
Jun
42
Presentation 2017
80
60
40
20
0
2013
2014
2015
2016
2017
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20
30
50
8.0%
Text Here
12.0%
Text Here
20.0%
Text Here
30.0%
Text Here
5.0%
Text Here
25.0%
Text Here
44
50%
20%
0%
20%
15%
40%
25%
60%
10%
5%
80%
Type Of Investment
100%
Share
50%
Stocks
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 treasurys that offer protection from inflation, as measured by the consumer price index.
Bonds
U.S treasury securities: fixed interest U.S government debt securities. The income is only taxed at the federal level.
Real
Estate
real estate investment trusts (tips): stocks of companies that invest directly in real estate through ownership of property
25%
10%
5%
45
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46
TARGET INFOGRAPHIC
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01
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02
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03
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CIRCULAR PUZZLE
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01
07
02
06
03
05
04
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MATRIX CHART
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01
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03
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LEGO BLOCK
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BUSINESS TEAM
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ORGANIZATION CHART
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Anita Smith
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Jeff Smith
Carol Smith
Marry Smith
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Peter Smith
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04
05
02
01
06
54
01
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05
02
04
03
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35%
45%
50%
10%
80%
55
BAR GRAPH
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60%
50%
40%
30%
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FUNNEL INFOGRAPHIC
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COMPARISON CHART
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2016
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40%
80%
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FINANCIAL
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55%
75%
85%
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QUOTES
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MICHAEL SMITH
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BETHANY LEVENSTOUN
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DASHBOARD
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LOW
MEDIUM
HIGH
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TIMELINE
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2015
2016
2017
2018
2019
TEXT HERE
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TEXT HERE
TEXT HERE
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OUR MISSION
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NEWSPAPER LAYOUTS
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WORLD NEWS
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THANK YOU
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