project and portfolio management gartner magic quadrant 2012

... steps above the project level and discusses portfolios, how to coherently manage and analyze sets of projects In this chapter, we show how to collect projects into static and dynamic portfolios Readers ... picture This is the grouping of projects into a portfolio P6 can handle thousands of projects and has analytical capabilities to roll up information across projects and perform analysis across the ... the tools of portfolio analysis, such as scorecards and graphs, and shows how to use these to compare portfolio data Chapter 13, Measuring and Scoring Projects, discusses creating portfolio scenarios,...

Ngày tải lên: 29/05/2014, 23:47

... tools and techniques to project activities to meet project requirements A Project management B Program management C Project portfolio management D Requirements management Project portfolio management ... Procurement management Tools and Techniques Project selection methods, project management methodologies, stakeholder analyses, project charters, project management plans, project management software, ... in or affected by project activities A framework for project management includes the project stakeholders, project management knowledge areas, and project management tools and techniques The...

Ngày tải lên: 18/02/2014, 11:20

... 2.2 39 THE PORTFOLIO MANAGEMENT PROCESS Policy Statement Focus: Investor's short-term and long-term needs, familiarity with capital market history, and expectations Examine current and projected ... investment policy, creating a portfolio that is consistent with the policy and the environment, managing the portfolio, and monitoring its performance relative to its goals and objectives over time ... SETTING Risk Premium and Portfolio Theory An alternative view of risk has been derived from extensive work in portfolio theory and capital market theory by Markowitz, Sharpe, and others.9 These...

Ngày tải lên: 08/05/2014, 09:55

... analysis and portfolio formation, stocks and bonds analysis and valuation for investment decision making, options pricing and using as investments, asset allocation, portfolio rebalancing, and portfolio ... References and further readings…………………………………………………147 Relevant websites……………………………………………………………… 147 Portfolio management and evaluation………………………………………… 148 8.1 Active versus passive portfolio management ……………………………148 ... The target audience is: entrepreneurs, finance and management specialists from Latvia, Lithuania and Bulgaria Investment Analysis and Portfolio Management The course assumes little prior applied...

Ngày tải lên: 14/08/2014, 22:20

... some assets in his portfolio and buying the 25 Investment Analysis and Portfolio Management others that are not currently held It could be the other reasons for revising a given portfolio: over ... Variance and standard deviation 2.2 Relationship between risk and return 2.2.1 Covariance 2.2.2 Correlation and Coefficient of determination 2.3 Relationship between the returns on asset and market portfolio ... diversification and professional investors follow settled investment objectives then constructing and managing their portfolios Portfolio revision This step of the investment management process...

Ngày tải lên: 14/08/2014, 22:20

... Sample standard deviation (δr) consequently can be calculated as the square δ root of the sample variance: δr = √ δ²r (2.8) 35 Investment Analysis and Portfolio Management Variance and the standard ... these assets to the 37 Investment Analysis and Portfolio Management portfolio, because their returns move in the contrariwise directions and the risk in portfolio could be diversified or decreased ... I and III than in II and IV, the population covariance will be positive, if the pairs of return in II and IV prevails over I and III, the population covariance is negative 2.2.2 Correlation and...

Ngày tải lên: 14/08/2014, 22:20

... Analysis and Portfolio Management Theory for investment portfolio formation Mini-contents 3.1 Portfolio theory 3.1.1 Markowitz portfolio theory 3.1.2 The Risk and Expected Return of a Portfolio ... Investment Analysis and Portfolio Management lies between -1 and +1 and is the convenient measure of intensity and direction of the relationship between the assets Risk of the portfolio, which consists ... investment period Thus, given two portfolios with the same standard deviation, the investor will choose the 52 Investment Analysis and Portfolio Management portfolio with the higher expected...

Ngày tải lên: 14/08/2014, 22:20

... Investment Analysis and Portfolio Management • Market efficiency • Standard deviation of the • Markowitz Portfolio Theory • portfolio • Market Portfolio • Semi- strong form of market ... Analysis and Portfolio Management a) 100% invest in stock A; b) 100% invest in stock B; c) 50% in stock A and 50% in stock B; d) 20% invest in stock A and 80% in stock B e) 60% invest in stock A and ... and forecast of the economy, then for industries, and finally for 72 Investment Analysis and Portfolio Management companies The industry forecasts are based on the forecasts for the economy and...

Ngày tải lên: 14/08/2014, 22:20

... of bonds and investor must understand their differences and features before deciding what bonds would be suitable for his/ her investment portfolio 94 Investment Analysis and Portfolio Management ... stocks 89 Investment Analysis and Portfolio Management Using these screens investors can form their diversified stock portfolio and exercise the changes in the existent portfolio Key-terms • Asset ... able to construct the stock portfolio applying sector rotation strategy in the domestic stock exchange? 92 Investment Analysis and Portfolio Management References and further readings Arnold,...

Ngày tải lên: 14/08/2014, 22:20

... financial sector, bond quality, supply and demand for credit); The investor must understand which factors and conditions have the influence on the yield and the prices of the bonds The main factors ... supply and the demand for the credit; The interest rate o the price of borrowing money in the market depend on the supply and demand in the credit market; When the economy is growing the demand ... interest 103 Investment Analysis and Portfolio Management rates At the macroeconomic level the relationship between the interest rate and the level of savings and investments, changes in government...

Ngày tải lên: 14/08/2014, 22:20

... portfolio Prevalent risk can be measured in several ways: portfolio volatility, beta and the size of the firms in the portfolio Portfolio volatility measures the degree of ups and downs the portfolio ... from the bond and it measures the economic life or the effective maturity of a bond (or bond portfolio) rather than simply its time to maturity 115 Investment Analysis and Portfolio Management Key-terms ... the good period 121 Investment Analysis and Portfolio Management to their own skill and begin trading more Poor performance makes them less overconfident and is followed by lower trading activity...

Ngày tải lên: 14/08/2014, 22:20

... Investment Analysis and Portfolio Management Klos, Alexander, Elke Weber, Martin Webre (2005), Investment decisions and Time Horizon: Risk Perception and Risk Behavior in Repeated Gambles.// Management ... formulas of this model (see Annex 2) to identify and to trade over- and under valuated options 140 Investment Analysis and Portfolio Management 7.4 Portfolio protection with options Hedging Hedging ... 7.2 (Buy call) and 7.3 (Buy put); profit and loss from the strategy “Write a put and a call” can be derived by adding the profits and the losses shown in Fig 7.2 (Write call) and 7.3 (Write put)...

Ngày tải lên: 14/08/2014, 22:20

... Analysis and Portfolio Management Portfolio management and evaluation Mini content 8.1 Active versus passive portfolio management 8.2 Strategic versus tactical asset allocation 8.3 Monitoring and ... Active portfolio management • Constant proportion portfolio method • Passive portfolio management • Constant Beta portfolio method Questions and problems Give the arguments for active portfolio management ... investment portfolio management: • Active portfolio management • Passive portfolio management The main points for the passive portfolio management: • holding securities in the portfolio for the...

Ngày tải lên: 14/08/2014, 22:20

... between risk measured by β iM and return ri In equilibrium all assets and portfolios must have risk-return combinations that lie on this line rp rf β iM Market Model and CAPM Market model uses β ... holding period [ ] CAPM and Project Appraisal      Consider an investment project It requires an investment of p(0) today It provides a payment of p(1) in a year Should the project be undertaken? ... The answer is yes if the present discounted value (PDV) of the project is positive CAPM and Project Appraisal    If both p(0) and p(1) are certain then the riskfree interest rate is used to...

Ngày tải lên: 04/10/2015, 19:51

... ActivePortfolioManagementEquity.class ActivePortfolioManagementHistory.class ActivePortfolioManagementPortfolio.class ActivePortfolioManagementTick.class ActivePortfolioManagementView.class ActivePortfolioManagementChart.class ... steps ActivePortfolioManagementEquity: A class to emulate the behaviour of a stock ActivePortfolioManagemetnPortfolio: A class to emulate the behaviour of a portfolio ActivePortfolioManagementHistory: ... risk of the portfolio - 38 - Appendix – Installation guide The following files are provided: ActivePortfolioManagementApp.class ActivePortfolioManagementAboutBox.class ActivePortfolioManagementEquity.class...

Ngày tải lên: 29/04/2013, 14:07

... Build the Portfolio Prioritize Maintain the Portfolio Review Corporate Project Portfolio Realign IT Project Portfolio IT Architecture Figure 1.7 Building and maintaining the project portfolio ... 1.9, these core financial portfolio management tasks can be mapped to the basic processes of project portfolio management: initiative reviews, project audits, and ongoing portfolio valuation IT ... Informative, Non-cost and Genuine ! Introduction to IT PPM 27 management, executive support, and project and initiative portfolio quality assurance (QA) (see Chapter 3) Conduct initiative and project audits...

Ngày tải lên: 05/11/2013, 12:15

... Expenditures Project appraisal and risk management for the public sector II STAGES IN PROJECT APPRAISAL AND APPROVAL Why should a project evaluation be done in stages? a Idea and project definition ... Expenditures Project appraisal and risk management for the public sector A IDEA AND PROJECT DEFINITION KEY QUESTIONS: a Where is the demand? b is this project consistent with company's expertise and strategy? ... Expenditures Project appraisal and risk management for the public sector OUTPUT OF MODULE – Technology and life of project – Quantities of inputs by type needed – For investment and operation...

Ngày tải lên: 20/12/2013, 18:15

... approval and prioritisation of projects | Project portfolio management in turbulent times They described how the presentation of consistent highlevel information about the projects in the portfolio and ... number of smaller projects being undertaken within business units, which were not included in the portfolio Project portfolio management in turbulent times | Figure 1: Example project portfolio Revenue ... strategic alignment of projects; visibility of projects; allocating scarce resources; prioritisation and categorisation of projects; balancing risk across projects and de-escalation of projects • The...

Ngày tải lên: 08/02/2014, 17:45

... systemic-constructivistic Project Management approach Objects of our work are project management, process management, program management, the management of project oriented companies and crisis management We ... Gorog, Nigel J Smith, Project Management Institute, 175p, 1999 (26) Project Management Software Survey, Project Management Institute, 600p, 1998 (27) The AMA Handbook of Project Management, Paul C ... VSF ) IRELAND The Institute of Project Management of Ireland The Institute of Project Management of Ireland was founded in 1989 to help individuals and organisations in both the public and private...

Ngày tải lên: 18/02/2014, 11:20

... April 1, 2012 no later than April 13, 2012 yes yes April 29, 2012 no later than May 11, 2012 yes yes May 27, 2012 no later than May 31, 2012 yes yes June 24, 2012 no later than June 29, 2012 yes* ... strong and independent skills in economics and management, jointly with knowledge of law and quantitative methods, which will allow her/him to analyse the dynamics of tourism markets and firms and ... attraction and entertainment The management of the cultural heritage, however, implies a strong networking and coordination effort between the private and the public sectors, between the tourism and...

Ngày tải lên: 20/02/2014, 16:20