Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

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Slide collection

41,461-41,520 of 319,975

filter-aware
09
Uses an icon-based bar chart to illustrate the growth of savings vs portfolio returns.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
10
The slide uses a hub-and-spoke diagram to categorize financial assets by tax treatment.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
11
Includes specific IRS-defined contribution limits and phase-out thresholds for 2024.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
12
Includes footnotes regarding age/blindness adjustments and net investment income tax (NIIT).modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
13
The slide uses a waterfall diagram to represent a sequential savings strategy.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
14
The slide uses a comparison matrix structure to contrast two financial products.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
15
The chart illustrates the inverse relationship between human capital (declining with age) and financial capital (increasing with age).modern retirement monthly report en · UBS
Consulting deck Equity research Beat · ProblemLoop · Cost Of Inaction1 hit
16
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research Beat · SolutionLoop · Cost Of Inaction1 hit
17
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research Loop · Cost Of Inaction1 hit
18
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research Loop · Cost Of Inaction1 hit
19
The slide uses a simple mapping/flow diagram to connect two categories of financial planning to their respective assessment questions.modern retirement monthly report en · UBS
Consulting deck Equity research Loop · Cost Of Inaction1 hit
20
The chart uses a dual-axis representation: bar chart for drawdown percentage and a line/scatter plot for recovery time in years.modern retirement monthly report en · UBS
Consulting deck Equity research Loop · Cost Of Inaction1 hit
21
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research Loop · Cost Of Inaction1 hit
22
The slide uses two distinct chart types to illustrate that inflation is not uniform and that retirement spending is dynamic.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
23
The chart illustrates longevity risk for retirement planning.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
24
The table highlights the 'Moderately Aggressive' column and the '40 years' row, with a specific example calculation provided below the table.modern retirement monthly report en · UBS
Consulting deck Equity research Beat · Market Size1 hit
25
Includes a specific example calculation for a $10M portfolio over 40 years.modern retirement monthly report en · UBS
Consulting deck Equity research Beat · Market Size1 hit
26
Includes a table of benefit percentages by age, an earnings test impact summary, and a breakeven age heatmap.modern retirement monthly report en · UBS
Consulting deck Equity research Beat · Competition1 hit
27
The chart shows the percentage increase or decrease in benefits relative to full retirement age (FRA) for a retiree and spouse born in 1960.modern retirement monthly report en · UBS
Consulting deck Equity research Beat · Competition1 hit
28
The slide uses a step chart to illustrate marginal tax brackets and a curve for effective tax rates.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
29
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
30
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
31
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
32
The slide uses a custom 'spending waterfall' framework to prioritize asset liquidation based on tax efficiency.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
33
Includes detailed footnotes regarding IRS tables and specific retirement plan exceptions.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
34
The slide uses a pyramid framework to categorize retirement spending into three tiers.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
35
The table shows that increasing annuity allocation consistently improves annual spending potential across all probability-of-success tiers.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
36
The slide uses three distinct charts to explain the nuances of COLA for retirees.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
37
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
38
The chart shows a clear downward trend in probability as the cost threshold increases, with a significant gap between couples and individuals.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
39
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
40
Includes detailed footnotes regarding IRS notices and exceptions to the 10-year rule.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
41
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
42
The chart illustrates the 'sunset' provision of current tax law, where exemptions are expected to revert to lower levels.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
43
The slide uses a vertical arrow to represent a spectrum between Longevity and Legacy.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
44
The slide uses a vertical arrow to represent a spectrum of tax burden, ranking assets from 1 (lowest tax burden) to 6 (highest tax burden).modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
45
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
46
Includes footnotes regarding standard deduction adjustments for age/blindness and net investment income tax (NIIT) details.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
47
The slide provides specific financial thresholds for US tax planning in 2024.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
48
The slide uses a chevron-based timeline to categorize legislative changes by effective date.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
49
The slide uses a seasonal metaphor for financial planning tasks.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
50
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
51
The slide uses a seasonal metaphor for financial planning stages.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
52
The slide uses a seasonal theme to organize financial planning tasks.modern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
53
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
54
modern retirement monthly report enmodern retirement monthly report en · UBS
Consulting deck Equity research 1 hit
01
Slide 1
Private Markets Asset Allocation Guide May 2023 002Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Situation & Context1 hit
02
Private Markets Asset Allocation Guide May 2023 002Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Situation & Context1 hit
03
Private Markets Asset Allocation Guide May 2023 002Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Situation & Context1 hit
04
The slide uses a line chart to show the decline of public companies as a context for the rise of private markets.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Situation & Context1 hit
05
The slide uses a line chart to show cumulative growth and a pie chart to break down the 30% alternatives allocation.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
06
The chart illustrates the 'cushioning' effect of private assets during market stress periods (e.g., 2008, 2020).Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
07
The chart uses a dashed line to represent company value over time, with icons representing different investment stages.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
08
Private Markets Asset Allocation Guide May 2023 002Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
09
Private Markets Asset Allocation Guide May 2023 002Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
10
Private Markets Asset Allocation Guide May 2023 002Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
11
Private Markets Asset Allocation Guide May 2023 002Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Solution & ApproachLoop · Pattern Hunter1 hit
12
Uses a vertical timeline-style connector to link three key value propositions.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Solution & ApproachLoop · Pattern Hunter1 hit
13
The slide uses a dual-line chart to illustrate the 'crossover' point where private equity-owned companies surpassed U.S. listed companies.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Solution & ApproachLoop · Pattern Hunter1 hit
14
Includes a conceptual diagram of value creation drivers and a stacked bar chart showing historical return sources.Private Markets Asset Allocation Guide May 2023 002 · UBS
Consulting deck Equity research Beat · Solution & ApproachLoop · Pattern Hunter1 hit