Portfolio Balancing Features and Functions
Portfolio balancing is the process of reviewing current and potential investment options as a whole to ensure an optimal mix of products. Portfolio balancing is frequently done in a visual manner, and frequently uses "bubble diagrams." Balancing a portfolio can involve reviewing the balance of projects in relation to risk versus reward, investment by corporate objective, investment by product category, or many different criteria based on the objectives of the business.
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- Portfolio visualization
- User-defined portfolio views
- Templates portfolio views provided for common portfolio methodology
- Multi-dimensional visualization by metric values
- Multi-dimensional visualization by investment status
- Support for user defined portfolio methodology
- Multi-dimensional visualization by scoring values
- Dynamic adjustment of investment from graph
- Drill down from graph to project
- Dynamic adjustment of projects reflected on graph in real-time
- Portfolio balancing "what-if" analysis
- Portfolio visualization showing project value changes over time
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Portfolio Management Features and Functions
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