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Andex Charts
Risk & Return Chart
Asset-Class Winners and Losers
Principles of Investing Presentation
Practical. Compelling. Easy-to-understand.
Canadian presentation materials.
To help advisors communicate more effectively with clients and prospects, the Principles of Investing presentation includes 20 professionally designed Microsoft® PowerPoint® slides covering a variety of common retirement and investing topics. Available in English and French, each image within the presentation is developed from trusted Morningstar data and research, and features comprehensive speaking notes for quick reference during conversations. Illuminating key Canadian market concepts and trends, these slides equip advisors with the resources they need to educate investors and empower them to reach their financial goals.
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Sample Content
PowerPoint® Slides
Canadian Market Perspective
S&P/TSX Bull and Bear Markets
Portfolio Summary Statistics
Excess Returns of Stocks Relative to GICs
Power of Compounding
Dangers of Market Timing
Market-Timing Risk
Asset Class Winners and Losers
Risk of Stock Market Loss over Time
Sector Performance
The Case for Diversifying
Stocks and Bonds: Risk versus Return
Potential Shortfall: The Risk of High Withdrawal Rates
Potential to Outlive Your Portfolio
The Sequence of Returns Can Significantly Affect Your Retirement
Probability of Meeting Income Needs
Domestic and Foreign Strength
Correlation by Region
International Investments/Expand Opportunities
Global Investing with Emerging Markets
Key Features
Presentation contains 20 slides covering various investment topics, utilizing Morningstar’s trusted and independent research and analysis
Comprehensive speaking notes for each image help to clarify complex topics and encourage client conversations
Presentation can be personalized with personal contact information, company logos, or other personal branding information