From Zero To Portfolio Hero: Transform Your Tale With Our 12 Slide Asset Management Template

You know managing assets isn’t just about playing the market highs and lows—it’s an art. And let’s be honest, if your current management strategy was a painting, it’d be more of a thrift store find than a masterpiece. Not to worry, though, because I’m here to help morph that into a gallery-worthy showpiece.

Sup. I’m Viktor, a presentation expert, pitch deck expert, and burger lover. For the past 13 years I’ve helped clients raise millions, and win deals, funding and campaigns, with my unique approach to developing presentations. I’m sharing that approach in this pitch deck template guide.

For the past decade, I’ve been the secret weapon for clients looking to turn their portfolios from “meh” to “wow,” using less conventional, more insightful strategies that I can’t wait to share with you.

With this pitch deck guide, I promise not only to unveil these strategies but also to equip you with a map to navigate the often turbulent waters of asset management. Ready to take the leap from good to great? Let’s get started, and yes, feel free to bring your coffee along—it’s going to be an exhilarating ride.

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What do you think of having 12 dead simple formulas, that will help you craft 12 slides, in about 1 hour? That’s what you’ll get, when you download my 12 slide framework. Save hours crafting your pitch deck copy with my tested approach that includes:

Elevator pitch one sentence formula
Problem/ solution slide one sentence formula
Competitor slide one sentence formula
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12 Slide Asset Management Template | Google Slides

The above is is just a simplified pitch deck version developed as part of our entrepreneurship program for graduate studies.

Founders that are serious about getting the funding they need, opt in for a deck has industry specific content, superb narrative and award winning design like these ones below:

I can help you build that deck with my hands-off process in 7 days or less.

Book a free 30 minute call below if you’re serious about getting an investor ready deck, and we’ll discuss your needs in detail. I’ll help you design the deck, write the content, develop the narrative and flesh out the strategy with financials.

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Alternatively, get the custom template for just $69,99.

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As soon as the payment is processed I’ll send over a quick questionnaire and deliver the deck in 24 hours and less.

1. Cover Slide

Company Logo: Make sure the logo is prominent, clear, and professional.
Company Name: Displayed prominently, using a clear, professional font.
Tagline or Slogan: A concise, catchy phrase that encapsulates your company’s ethos or unique value proposition, such as “Investing in Tomorrow’s Innovations Today.”
Contact Information: Include the general contact number, email address, and the company’s website URL for easy reference.

2. Introduction Slide

Overview of the Company: Provide a brief overview of the company including its inception year and a snapshot of its growth and achievements.
Headquarters Location: Mention where the company is based and if there are multiple offices or international branches.
Mission Statement: A compelling statement that reflects the core goals and values of the company, such as “To manage assets with integrity and insight, ensuring sustainable growth and financial security for our clients.”

3. Team Slide

Key Team Members: Display photos and brief bios of the CEO, CIO, CFO, and other key team members. Include their years of experience, key achievements, and any special qualifications.
Relevant Experience and Certifications: Highlight important credentials like CFA, MBA, etc., and past positions or accomplishments that establish credibility and expertise.

4. Market Opportunity

Market Size and Growth Potential: Use recent statistics to show the total assets under management globally or in specific markets, and projected growth rates.
Key Trends: Discuss current trends affecting asset management, such as the rise in sustainable investing, technological advancements, and shifts in regulatory landscapes. Use visuals like trend graphs or bullet points for clearer illustration.

5. Problem & Solution

Identified Problems: Outline common pain points for clients in the asset management sector, such as low returns, high fees, lack of personalized services, or inadequate use of technology.
Unique Solutions: Explain how your company addresses these issues uniquely. For example, if the problem is high fees, discuss your competitive fee structure and how it adds value. If it’s about personalization, describe your bespoke client management approach.

Hold on. You might want to check my list on the best presentation and communication books...

These are crucial books that will help you improve the design and structure of your decks and presentations, besides improving your delivery and skyrocketing your confidence when facing investors. Check them out below.

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6. Investment Strategy

Investment Philosophy: Summarize the core principles that guide your investment decisions. For instance, if you follow value investing, explain your criteria for selecting undervalued assets that promise long-term returns.
Strategies and Assets: Detail the specific strategies employed (e.g., fixed income, equities, real estate investments) and how these strategies diversify risk and optimize returns. Use charts or diagrams to show asset allocation or historical strategy performance.

Each slide should be designed to not only convey information but also engage potential clients or investors visually and intellectually. Make sure the slides are not overly crowded; use space wisely to balance text and visuals, ensuring each slide is digestible at a glance.

7. Performance Overview

Historical Investment Performance: Display graphs or charts showcasing the performance of your managed funds or assets over a significant period. This could include annual returns, comparative benchmarks, and milestones achieved.
Benchmark Comparison: Use a line graph or bar chart to compare your firm’s performance against major indices or industry benchmarks, highlighting periods of outperformance and stability during market volatility.
Client Growth: Illustrate the growth in number of clients or accounts over time with a line chart, showcasing the trust and expansion of your client base.

8. Client Testimonials

Quotes from Satisfied Clients: Include 2-3 testimonials from high-profile clients or long-term customers that speak to your service quality, performance, and client management. For example, “ABC Asset Management not only met our expectations but exceeded them, delivering robust returns even during uncertain times.”
Case Studies: Provide a brief overview of specific success stories, such as how your firm helped a client achieve their financial goals through tailored strategies. Include key metrics to quantify the success.
Client Logos: If permissible, display logos of notable clients to build credibility and showcase the range of your clientele, from individual investors to large institutions.

9. Regulatory Compliance and Risk Management

Compliance Measures: Outline your adherence to financial regulations and standards, mentioning any regulatory bodies your company is registered with (like the SEC, FINRA, etc.).
Risk Management Strategies: Explain your approach to risk assessment and management, including the use of diversification, hedging strategies, and advanced analytics to minimize risk.
Certifications and Audits: Highlight any compliance certifications or successful audit outcomes that reinforce your company’s commitment to regulatory adherence and operational excellence.

10. Technology and Innovation

Technology in Investment Strategies: Discuss how your firm uses technology, such as artificial intelligence, machine learning, or blockchain, to enhance investment analysis and decision-making.
Innovations: Mention any proprietary tools or platforms developed by your firm that give you a competitive edge, such as custom portfolio management software or real-time risk analysis systems.
Future Tech Initiatives: Briefly outline upcoming technology projects or goals that aim to further enhance client service or investment performance.

11. Financial Overview

Financial Health: Provide a summary of key financial metrics such as Assets Under Management (AUM), revenue growth over the past few years, and profitability margins.
Future Financial Projections: Offer a forward-looking perspective with projected growth in AUM, revenue, and profit margins based on current and planned strategies.
Financial Stability: If applicable, reassure potential investors or clients of your firm’s financial stability through metrics like capital adequacy, liquidity ratios, or credit ratings.

12. Closing Slide: Call to Action

Contact Information for Follow-up: Reiterate the contact details provided on the cover slide, encouraging direct communication.
Next Steps: Suggest a clear next step for interested parties, such as scheduling a one-on-one meeting, joining an introductory webinar, or requesting more detailed financial information.
Invitation: Extend a personal invitation to potential clients or investors to discuss how your asset management services can meet their specific needs.

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Last Words

Ready to transform your asset management presentation from standard to standout?

Imagine captivating potential investors with a pitch deck so compelling, it not only highlights your expertise but also showcases your innovative approach to navigating financial markets.

Don’t miss out on this opportunity to elevate your pitch to the next level. Get our comprehensive template today and start building a pitch deck that turns prospects into partners. Let’s make your next pitch your best one yet.

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