ProSight: New Millennium Financial Technology Portfolio Management

2017 ◽  
pp. 1-33
Author(s):  
Mark Jeffery ◽  
Chuck Olson ◽  
Robin Barnes
Keyword(s):  
Portfolio Management ◽  
Management Decision ◽  
It Projects ◽  
Web Based ◽  
It Investments ◽  
Business Objectives ◽  
Risk Return ◽  
Strategic Context ◽  
Financial Technology ◽  
New Millennium

Mergers and acquisitions (M&A) are often very complex management endeavors. Analyzes the IT component of M&A for two financial institutions. Students are tasked with assisting Mike Farrell, the CIO of New Millennium Financial (NMF), a new company created through the merger of FinStar Financial and D&L Bank, in determining the optimal combined IT portfolio. To accomplish this task the strategic business objectives of the firm must be clearly understood and the IT projects in the pipelines of both institutions analyzed. Students must make an IT portfolio management decision and answer the question: What is the optimal IT strategy and project portfolio for NMF?To apply a framework to manage a company's IT portfolio, i.e., understand the company's strategic context, develop business objectives that align with its strategy, assess IT investments, and develop a portfolio of IT projects that support the objectives. The framework is iterative, i.e., IT investments are assessed on a regular basis based on their performance and risk/return tradeoffs. Also to introduce a leading Web-based tool, ProSight, that helps managers organize IT portfolios.

Alignment of IT Projects and Investments to Community Values

2013 ◽  
pp. 93-113
Author(s):  
Marcus Vogt ◽  
Kieth Hales
Keyword(s):  
Portfolio Management ◽  
It Governance ◽  
Public Organizations ◽  
Value Management ◽  
It Projects ◽  
Private Companies ◽  
It Investments ◽  
Community Values ◽  
It Alignment ◽  
It Value

Information Technology (IT) investments and IT management have become increasingly important for an organization’s success. The principles of IT Governance, the use of IT Governance Frameworks, the application of IT Portfolio Management, and IT Value Management are proven methodologies to lead private companies to a successful and efficient implementation of their ITT investments. However, due to the structure of public organizations, they seem to have their limits. This chapter shows the issues of IT Value Management in public organizations and discusses the usability of classic IT alignment methods.

HFTViz: Visualization for the exploration of high frequency trading data

2021 ◽  
pp. 147387162110649
Author(s):  
Javad Yaali ◽  
Vincent Grégoire ◽  
Thomas Hurtut
Keyword(s):  
Portfolio Management ◽  
High Frequency ◽  
High Speed ◽  
High Frequency Trading ◽  
Domain Experts ◽  
Risk Return ◽  
Visualization Tools ◽  
Liquidity Measures ◽  
Trading Volumes

High Frequency Trading (HFT), mainly based on high speed infrastructure, is a significant element of the trading industry. However, trading machines generate enormous quantities of trading messages that are difficult to explore for financial researchers and traders. Visualization tools of financial data usually focus on portfolio management and the analysis of the relationships between risk and return. Beside risk-return relationship, there are other aspects that attract financial researchers like liquidity and moments of flash crashes in the market. HFT researchers can extract these aspects from HFT data since it shows every detail of the market movement. In this paper, we present HFTViz, a visualization tool designed to help financial researchers explore the HFT dataset provided by NASDAQ exchange. HFTViz provides a comprehensive dashboard aimed at facilitate HFT data exploration. HFTViz contains two sections. It first proposes an overview of the market on a specific date. After selecting desired stocks from overview visualization to investigate in detail, HFTViz also provides a detailed view of the trading messages, the trading volumes and the liquidity measures. In a case study gathering five domain experts, we illustrate the usefulness of HFTViz.

scholarly journals Combining Decision Support Approaches for Optimizing the Selection of Bundles of Ecosystem Services

Forests ◽  
2018 ◽  
Vol 9 (7) ◽  
pp. 438 ◽  
Author(s):  
Marco Marto ◽  
Keith Reynolds ◽  
José Borges ◽  
Vladimir Bushenkov ◽  
Susete Marques
Keyword(s):  
Decision Support ◽  
Ecosystem Services ◽  
Pareto Frontier ◽  
Efficient Solutions ◽  
Decision Makers ◽  
Management Decision ◽  
Web Based ◽  
Spatial Logic ◽  
Alternative Solutions ◽  
Selection Of

This study examines the potential of combining decision support approaches to identify optimal bundles of ecosystem services in a framework characterized by multiple decision-makers. A forested landscape, Zona de Intervenção Florestal of Paiva and Entre-Douro and Sousa (ZIF_VS) in Portugal, is used to test and demonstrate this potential. The landscape extends over 14,388 ha, representing 1976 stands. The property is fragmented into 376 holdings. The overall analysis was performed in three steps. First, we selected six alternative solutions (A to F) in a Pareto frontier generated by a multiple-criteria method within a web-based decision support system (SADfLOR) for subsequent analysis. Next, an aspatial strategic multicriteria decision analysis (MCDA) was performed with the Criterium DecisionPlus (CDP) component of the Ecosystem Management Decision Support (EMDS) system to assess the aggregate performance of solutions A to F for the entire forested landscape with respect to their utility for delivery of ecosystem services. For the CDP analysis, SADfLOR data inputs were grouped into two sets of primary criteria: Wood Harvested and Other Ecosystem Services. Finally, a spatial logic-based assessment of solutions A to F for individual stands of the study area was performed with the NetWeaver component of EMDS. The NetWeaver model was structurally and computationally equivalent to the CDP model, but the key NetWeaver metric is a measure of the strength of evidence that solutions for specific stands were optimal for the unit. We conclude with a discussion of how the combination of decision support approaches encapsulated in the two systems could be further automated in order to rank several efficient solutions in a Pareto frontier and generate a consensual solution.

scholarly journals Managing portfolio interdependencies

2017 ◽  
Vol 10 (4) ◽  
pp. 856-879 ◽  
Author(s):  
Catherine P. Killen
Keyword(s):  
Portfolio Management ◽  
Data Representation ◽  
Decision Quality ◽  
Management Decision ◽  
Decision Task ◽  
Project Portfolio ◽  
Visual Data ◽  
Content Type ◽  
Portfolio Decision ◽  
Network Mapping

Purpose The purpose of this paper is to improve decision quality, and therefore project and portfolio success, by testing the influence of different visual representations of interdependency data in a simulated decision experiment. A network mapping approach to visualize project interdependencies is introduced and compared with matrix and tabular displays. Design/methodology/approach A simulated decision task in a controlled classroom setting tested five hypotheses though a sample of 480 experiments. Findings The type of data representation used is associated with differing levels of decision quality, and the use of network mapping displays is aligned with the best results. Research limitations/implications The findings are limited as this experiment-based study presented a simplified decision scenario and involved students rather than practicing managers. The findings are best interpreted in combination with organization-based research. Practical implications The findings of this study suggest that visual data displays, particularly network mapping displays, can provide benefits and improve project portfolio decision quality. Managers may draw upon this study to design ways to include visual data representations in their project portfolio management decision processes. Originality/value This study uses experimentation to complement organization-based studies to better understand the influence of different methods of visualizing data and managing interdependencies between projects. This research provides an important contribution to meet the acknowledged need for better tools to understand and manage project interdependencies.

MDCM, Inc. (A): IT Strategy Synchronization

2017 ◽  
pp. 1-9
Author(s):  
Mark Jeffery ◽  
Joseph F. Norton ◽  
Derek Yung
Keyword(s):  
Portfolio Management ◽  
Business Strategy ◽  
Corporate Strategy ◽  
Competitive Environment ◽  
It Strategy ◽  
Business Objectives ◽  
Business Objective ◽  
It Portfolio Management ◽  
Executive Level ◽  
Transformation Strategy

“MDCM, Inc. (A): IT Strategy Synchronization” examines the issues of formulating an IT strategy and a set of IT objectives aligned with corporate strategy. Specifically, the case describes a firm that has grown rapidly through global acquisitions. As a result of these acquisitions, the new conglomerate is not responsive to the competitive environment. The firm has therefore launched a new transformation strategy called Horizon 2000, but it has yet to develop a corresponding IT strategy. Students solve Case A by applying the management by business objective framework and develop an executive-level IT strategy for the firm. This case is the first in a series; the second is the case “MDCM, Inc. (B): Strategic IT Portfolio Management.”The objective of the case is to have students analyze a firm's strategy and define the IT objectives for the firm. A key takeaway is that IT objectives should be systematically linked to corporate strategy. Students learn a framework and process for aligning IT objectives with business strategy. The framework consists of mapping corporate strategy to business objectives, to overall IT strategy, and finally mapping to specific IT objectives.

scholarly journals Web-based outreach for orchard management decision-makers

2016 ◽  
Vol 102 ◽  
pp. 112-120 ◽  
Author(s):  
Wendy E. Jones ◽  
Ute Chambers ◽  
Angela Gadino ◽  
Jay F. Brunner
Keyword(s):  
Decision Makers ◽  
Management Decision ◽  
Web Based ◽  
Orchard Management

Resolving the Nightmare of Performance Reporting and Portfolio Management -- A Web Based Approach

2005 ◽  
Author(s):  
Brad Nickle ◽  
Richard F. Strickland ◽  
Dwayne Christopher Purvis
Keyword(s):  
Portfolio Management ◽  
Web Based ◽  
Performance Reporting
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