Upload File

risk balanced portfolios jim morrison

9
Jimmy Phillips – People Forum and Engagement Survey Results Jim Morrison Risk Balanced Portfolios

Upload: association-for-project-management

Post on 29-Jun-2015

606 views

Category:

Business


2 download

Report

Tags:

DESCRIPTION

Presentation at APM event Communicating risk across the project portfolio, 4th July 2013

TRANSCRIPT

Page 1: Risk balanced portfolios Jim Morrison

Jimmy Phillips – People Forum and Engagement Survey Results

Jim Morrison

Risk Balanced Portfolios

Page 2: Risk balanced portfolios Jim Morrison

Portfolio Owners

Portfolio of projects

Annual budgets

Page 3: Risk balanced portfolios Jim Morrison

Risk Analysis – A Single Project

Risk Registers

Project Plans

Cost Breakdown

“21% chance of delivering by ……”

“38% chance of staying under budget”

“90% chance of ROI being…”

Page 4: Risk balanced portfolios Jim Morrison

Risk Analysis - Portfolios

Uncertain costs

Uncertain durations

50%

90%

10%Risk Based Portfolio Forecast

Page 5: Risk balanced portfolios Jim Morrison

Scenario Modelling

Move project starts

Page 6: Risk balanced portfolios Jim Morrison

Scenario Modelling

Move project startsCompress project schedules

Page 7: Risk balanced portfolios Jim Morrison

Scenario Modelling

Move project startCompress project schedulesBalance Portfolio

Page 8: Risk balanced portfolios Jim Morrison

Considerations

1. How much detail is enough?2. Bespoke software?3. When in project lifecycle?4. When in portfolio lifecycle?5. Correlation

6. (Unintended) consequences?7. Project outputs8. Linkage to portfolio value

delivery9. Iteration?

Page 9: Risk balanced portfolios Jim Morrison

Jim MorrisonPrincipal Consultant

www.rheadgroup.com07595 905225

http://www.rheadgroup.com/

2018 LEGG MASON DIVIDEND STRATEGY BALANCED PORTFOLIOS · 2 q 2018 s eparately managed accounts legg mason dividend strategy balanced portfolios in v es t m en t p r o d u c ts : n

HSBC Portfolios - FS - AR - 31.01 Portfolios HSBC Portfolios HSBC Portfolios HSBC Portfolios HSBC Portfolios World Selection 1 World Selection 2 World Selection 3 World Selection 4

Electronic Portfolios DIGITAL CITIZENSHIP & THE CREATION OF E-PORTFOLIOS

NVest Financial Holdings Investor Presentation · 2016-08-25 · equity portfolios & offers execution-only JSE trading and money-broking services. ... •NFB Global Balanced Fund

Ipsative Feedback, e-Portfolios and LEAF (Leading Enhancements in Assessment and Feedback) Dr Dave Morrison Research Assistant University of Glasgow Learning

Christopher Sean Morrison [email protected]

INVESTMENT PORTFOLIOS - ppivalet.ca · Page 37 INVESTMENT PORTFOLIOS WealthBar offers 12 professionally designed and monitored portfolios: Four Valet Exclusive ‘hybrid’ Portfolios

LEGG MASON APPRECIATION BALANCED PORTFOLIOS (60/40)...Legg Mason Appreciation Balanced Portfolios seeks long-term capital appreciation by emphasizing blue-chip growth and value stocks,

A Safer, More Resilient CaliforniaResearch program managers should plan projects to increase researcher awareness of industry practices, tailor balanced portfolios of basic and applied

STANDARD PMS Portfolios-ReadyToInvest Portfolios

Morrison valley

morrison - KnollPLMORR0712).pdf · specify and order Knoll Morrison. Morrison is a completely integrated office system, capable of all types of office planning. Morrison may plan

of Registered Voters April... · moody, linda d. morrison, morrison, morrison, morrison, morrison, morrison, morrison, alberta j. ... judy nolt rep rep rep rep rep dem rep rep rep

Morrison taylordouglasjttm2004

Hedging Overlays for Global Balanced Portfolios · Overview • In the current environment, cross-asset correlations are generally rising and institutions are incentivised to add

Balanced, Global Portfolios Global Portfolios Using... · 2015. 9. 2. · Portfolio management is an evolving process that is also iterative.After reaching the final step in the process,

John Morrison, Assynt House. John Morrison, Assynb House ... · John Morrison, Assynt House. John Morrison, Assynb House. (Coat.) Reel. 25 Pipe Major Peter Macleod-

FLOW- BASED PROGRAMMING J.Paul Morrison J.P. Morrison Enterprises Ltd

HSBC Portfolios€¦ · HSBC Portfolios HSBC Portfolios HSBC Portfolios HSBC Portfolios HSBC Portfolios World Selection 1 World Selection 2 World Selection 3 World Selection 4 World

Portfolios that Contain Risky Assets Portfolio Models 9 ... · Solvent Portfolios 5. Leveraged Portfolios 6. Basic Markowitz Portfolio Theory 7. Unlimited Portfolios with Risk-Free

Rob Morrison

Electronic Portfolios: Why Every Advising Professional ... · E-Portfolios Electronic Portfolios (e-Portfolios) are personalized, Web-based collections of work, responses to work,

MORRISON OVERVIEW - 4 Star Morrison Hotel · MORRISON OVERVIEW THE MORRISON HOTEL is ideally located in central ... Clea Van Der Grjin paintings add special touches to …

Digital portfolios: fact or fashion? - WordPress.com...Digital portfolios 229 portfolios, however, were mirrored by those claimed for in paper-based portfolios. There was recognition

NBI Private Wealth Management Balanced Profile Fund Facts ... · NBI Private Wealth Management Balanced Profile Fund Facts Documents Balanced Profile Allocation of the Private Portfolios

GPS Optimized Portfolios - Canaccord Genuity...portfolios with different thresholds of volatility. Optimized Portfolios Our Optimized portfolios are run against a series of in-house,

1 Fixed Income Market Trends and Perspective Blocking and Tackling Taxes Matter – Municipal Bonds have been a sound investment Balanced Portfolios – Fixed

Why use Portfolios? - Dr. Helen Barrett's Electronic Portfolios

sydenhamtownship-pioneersettlers1865 · Lang, Henry . Larter, Robert. B. ... Morrison, Murdoch Morrison ... . 2 .N.c.r:. 8 35) Morrison, Alex... 5 Morrison, James... Morris.'" Mary

Portfolios, Risk & COVID-192009, the 5-Year Lookbacks fell sharply in 2013, and so on. FIGURE 3 Aggressive Portfolios — 80% Equity, 20% Fixed Income Balanced Portfolios — 50% Equity,

Insights - RBC Select Portfolios...28217 (10/2019) HNW_NRG_A_Inset_NoMask Insights RBC Select Portfolios Fall 2019 edition Did you know? When launched, RBC Select Balanced Portfolio

Pinnacle Portfolios 2015 Simplified Prospectus - Scotiabank · Pinnacle Portfolios 2015 Simplified Prospectus November 12, 2015 Series A Units Pinnacle Income Portfolio Pinnacle Balanced

Jim Morrison

ANNUAL REPORT 2017 - MWPF · 31 December 2016. Our approach to integrated reporting has been to gradually ... balanced portfolios with a similar risk profile. MINEWORKERS PROVIDENT

Constructing and evaluating balanced portfolios of R&D projects with interactions a DEA based methodology