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Portfolio Management
Presented By:
Ankita Patil
A. Wadut Al Mamun
What is portfolio Management
• Portfolio management (PM) techniques are the systematic methods for
analysing or evaluating a set of projects or activities for achieving the
optimal balance between stability and growth, risks and returns; and
attractions and drawbacks. It focuses on achieving this balance by using
the limited resources available in best possible manner.
Why Portfolio Management
Portfolio Management is used to select a portfolio of new product development
projects to achieve the following goals:
• Maximize the profitability or value of the portfolio
• Provide balance
• Support the strategy of the enterprise
Who Manage Portfolio
When Portfolio Management
Techniques Of Project Portfolio Management
• Heuristic model
• Scoring technique
• Visual or Mapping techniques
Visual or Mapping Technique
The risk-reward portfolio mapping involves keeping the projects into various categories
as per the quadrant they fall into. It is followed by labelling of the 4 quadrants of the
diagram as shown below.
• · Pearls: They have high probability of success and generate high payoffs
• · Oysters: They are long shots, but with high payoffs
• · Bread & Butter: They are low-risk projects with low rewards
• · White Elephants: They are low probability and low payoff projects
THANK Y OU
21-02-2015 Universal Business School

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Portfolio Management

  • 2. What is portfolio Management • Portfolio management (PM) techniques are the systematic methods for analysing or evaluating a set of projects or activities for achieving the optimal balance between stability and growth, risks and returns; and attractions and drawbacks. It focuses on achieving this balance by using the limited resources available in best possible manner.
  • 3. Why Portfolio Management Portfolio Management is used to select a portfolio of new product development projects to achieve the following goals: • Maximize the profitability or value of the portfolio • Provide balance • Support the strategy of the enterprise
  • 6. Techniques Of Project Portfolio Management • Heuristic model • Scoring technique • Visual or Mapping techniques
  • 7. Visual or Mapping Technique
  • 8. The risk-reward portfolio mapping involves keeping the projects into various categories as per the quadrant they fall into. It is followed by labelling of the 4 quadrants of the diagram as shown below. • · Pearls: They have high probability of success and generate high payoffs • · Oysters: They are long shots, but with high payoffs • · Bread & Butter: They are low-risk projects with low rewards • · White Elephants: They are low probability and low payoff projects
  • 9. THANK Y OU 21-02-2015 Universal Business School