Portfolio Analysis
A company portfolio is simply a collection of items
which can be 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 this process 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
planning efforts. Leveraging your existing company
knowledge with our unique combination of Expert System
technology and advanced analytical 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 analysis 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...
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