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Investment Category

Whether you are new to Priority Matrix, or you are a black-belt manager, it is practical to start from a template. Explore the templates we prepared for you. If you can't find what you need, drop us a line, and we'll work on it!

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Asset Allocation Matrix template
Asset Allocation Matrix

The Asset Allocation Matrix is a strategic tool used in finance and investment to allocate resources among di…
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Investment Portfolio Matrix template
Investment Portfolio Matrix

The Investment Portfolio Matrix is a strategic tool used to categorize and analyze different investment oppor…
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Net Present Value Matrix template
Net Present Value Matrix

The Net Present Value (NPV) Matrix is a 2x2 matrix used in business and finance to evaluate and compare the p…
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Portfolio Optimization-Value Alignment Matrix template
Portfolio Optimization-Value Alignment Matrix

The Portfolio Optimization-Value Alignment Matrix is a strategic tool used in business and finance to evaluat…
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Portfolio Performance-Value Matrix template
Portfolio Performance-Value Matrix

The Portfolio Performance-Value Matrix is a strategic tool used to evaluate and categorize investment portfol…
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Risk-Return Matrix template
Risk-Return Matrix

The Risk-Return Matrix is a strategic tool used in business and finance to evaluate and compare the potential…