Portfolio Management Software

A company portfolio is simply a collection of items such as products, projects, customers, company divisions, and so on. Portfolio analysis is the study of how a portfolio performs under different scenarios, and it is used to determine the optimal portfolio composition for getting the best value possible. The Vanguard System™ makes portfolio management easy and gives a more reliable result due to its sophisticated yet simple interface, which enables you to capture expert knowledge from within your company and apply it to your portfolio management efforts. Leveraging your existing company knowledge with our unique combination of Expert System technology and advanced analysis methods gives you the power to develop and manage your portfolios better and more confidently.

In most cases, items in a portfolio compete for the same resources (cash, people, equipment, etc.). You want to decide which items to include based, in part, on how each affects the availability of resources for other items. Choosing a company portfolio is similar to choosing a portfolio of stocks--making the right choices can significantly reduce risk while preserving overall return.

Collaborative Planning

Vanguard's portfolio management software uses a Collaborative Planning architecture. You can roll-up individual models into a portfolio model with a few simple clicks in a Web interface -- no need to rebuild or summarize individual models. You get a complete picture of all risks and uncertainties across the entire portfolio or even across your entire company.

Individual models can be built and independently maintained by their respective product or project managers, subject matter experts, or teams. Vanguard automatically handles the intricate complexities of combining models when they are built by people in different countries using different currencies, different time scales, and different update schedules.

Models are displayed graphically and use plain English formulas to make them easy to communicate to colleagues, management, or clients. The very nature of the display gives "at-a-glance" understanding; and anyone can easily review assumptions, gain insight into your results, and provide feedback.

Fully-Quantified Impacts

Vanguard fully quantifies the financial and operational impacts of the portfolio at all levels of an organization. Even when historical data is scarce, Vanguard knows how to interpret your management estimates, assumptions, and uncertainties.

By evaluating thousands of real-world scenarios at the same time, Vanguard enables you to analyze portfolios in a virtual world where mistakes are inexpensive. You can test all your alternatives before choosing the best portfolio; try your own what-if scenarios; or, let Vanguard identify your most important risks and opportunities so you know exactly where to focus your attention.

Benefits / Features

• Collaboration: Many individuals simultaneously contribute to an analysis effort. Like building blocks, easily combine their knowledge, assumptions, and historical data into complete models.
• Roll up / Drill down: Roll-up your analysis to see the effects at the portfolio level, or drill down into specific areas for greater detail and understanding.
• Instant Web reports: With a few clicks, Vanguard turns models into interactive Web reports. Access your models anytime from anywhere, fully exercise the models in real time, and distribute your results to everyone who needs them.
• Reusable model library: You do not have to re-invent the wheel with each new planning and analysis effort. Simply search your model library to find similar or related models that you can update, link to, or specialize.
• Easy integration: Vanguard integrates directly with your existing business systems such as databases, enterprise applications, and even spreadsheets.
• More...