Top 10 Business Portfolio Templates With Samples and Examples

Lakshya Khurana

November 16 2022

Portfolio, a word of Italian origin, goes back to the 18th century when the world was just about to experience the Industrial Revolution (1760 to 1,840 for the uninitiated).  It means your wide range of assets or the collection of your investments).

As the industrial revolution happened, it became essential for the owner to ensure that he had a method to give less to the business (in the form of the industry) and extract more.

Showcasing your portfolio (wide range of assets) then became increasingly important, and it holds relevance for the business world, even today.

The business portfolio is for the eyes of your stakeholders, investors, clients, and customers. With knowledge of your company’s assets in products and services and investments and brands, people can trust you and your company to deliver on its promises.

With our business portfolio of PowerPoint Presentations, we will equip you with the right tools to build this trust and faith. A presentation is the best way to present your business portfolio and open a dialogue, ensuring that stakeholders feel heard. We bring to you the Top 10 Business Portfolio Templates for your perusal.

Let’s get started with a tour!

Template 1: Business Portfolio Development Transmission Distribution Management Product

With the ever-favorite black and blue color scheme, this PPT Deck is perfect for a choice to showcase the uses of a business portfolio. This PowerPoint Bundle includes slides for a business portfolio for a telecom company, a list of accomplishments, a mission statement, product offerings, etc. Download now!

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Template 2: Go Forward Plan Business Portfolio

This PowerPoint Set is the presentation you need to get your colleagues excited for a new beginning. With slides to plan for strategies, change and innovation, objectives, and more, this PPT Layout will showcase your business plan to your audience. Get this theme now.

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Template 3: Checklist for Making an Effective Business Portfolio

Work is a lot more productive with a checklist. Use this PPT Slide to check off your company profile, your education and certification, contact information, and more from your business portfolio. Hit the ground running with your project by downloading this PPT Template.

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Template 4: Five-Stage Circle Financial Investment Management Business Portfolio

This PowerPoint Bundle contains slides to showcase a five-step process for tasks, such as asset allocation and financial investment, developing a business case, organizational team development, workforce planning, etc. Get this theme now and plan your business’s future with ease.

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Template 5: GE Business Portfolio Mckinsey Matrix

A GE Business Portfolio Matrix is a grid between business position and industry attractiveness. With low, medium, and high, the intersections generate three options for investments, such as harvest/divest, selective investment, and invest/grow. Download this template now to make better decisions for crisis management in media relations.

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Template 6: GE Business Portfolio Matrix With Industry Attractiveness

Yet another matrix layout for business portfolio. This PowerPoint Layout is more audience-friendly if your main goal is to categorize industries on the basis of their attractiveness. The slide is color-coded to improve retention. Get this theme now!

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Template 7: Business Portfolio Statistics PPT Template

Statistics look so much better when presented through graphics. Use this PPT Slide to present your portfolio’s statistics and other numerical data in a visual manner. Metrics like skill, management, communication, and success rate can be presented in a way to give the information in an instant. Download it now.

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Template 8: Business Portfolio With Product and Services

Inform your audience with your business’s portfolio and present your contact information, company name and logo, and certifications. Use this PPT Slide to showcase the products and services you offer and your biggest achievements. Download it now.

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Template 9: Our Business Portfolio Real Estate Marketing Plan Sell Property

Tables are exceptional for categorizing information and understanding its relevance. Use this PPT Layout to tabulate data based on your business portfolio. With columns for real-estate properties, such as hotels, condos, etc, talk about the type of customer, lease, the timing of the lease, and purpose. Get this template now.

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Template 10: Twelve Objectives of Business Portfolio Management

Use this concise listicle PPT Slide to note your business portfolio’s management objectives. There is enough space for text, and add subtext with space still leftover. This theme is excellent for catching the audience’s attention. Get it now.

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The Right Foot Forward

A business portfolio is your introduction to stakeholders and customers alike. It reflects your work and is the guide to building trust with people. Download our content ready and 100% customizable Business Portfolio Templates now to start such meetings on the right footing.

FAQs on Business Portfolio

What is a business portfolio?

A business portfolio is a collection of the company’s assets. These assets include the company’s products, services, investments, holdings, and brands. It is a presentation of the company’s abilities and a guide to decision-making for growth. It is a chance where the sum of the parts can greater than the whole. You have to make it count and maintain it with care, and build it up over time.

What should a business portfolio include?

You must remember to include the following in your business portfolio:

1. You and your company’s certifications
2. The list of accomplishments and awards to date
3. Performance reviews of your employees
4. Media proof, such as photos of your products
5. Write-ups on you, your company, or your projects
6. Business documentation (that isn’t confidential)

What are the types of business portfolios?

There are four types of business portfolios:

1. Conservative Portfolio: These are used to protect your investment capital and keep the risk to a minimum.
2. Aggressive Portfolio: These are used by people who can tolerate risks and wish to develop their assets.
3. Income Portfolio: These recount the income gained from investment interest, capital gains, etc.
4. Socially Responsible Portfolio: These are used to create both financial and social benefits for the investor.

How do I create a business portfolio?

Following are the steps to create a business portfolio:

1. Find your SBU: SBU stands for a strategic business unit, and this step asks you to understand what it is that you offer your customers.
2. Discover your target market: Figure out what your target market is and learn everything about it, such as growth, profitability, pricing trends, etc.
3. Evaluate your competitive strength: Closely review your competitiveness in the target market for each SBU and understand what your competitors are doing.