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Investment management concepts portfolio management segment architecture march 25 2009

Investment Management ConceptsPortfolio Management | Segment ArchitectureMarch 25, 2009

Adrienne Walker and Kshemendra Paul

Portfolio management
Portfolio Management

  • The centralized management of one or more portfolios, which includes identifying, prioritizing, authorizing, managing, and controlling projects, programs, and other related work, to achieve specific strategic business objectives


  • Effective, timely, and continuing investment and governance decisions about the organization’s initiatives and other structured work effort, products, and software applications

    - Gartner

Value proposition
Value Proposition

Portfolio Management

  • Enable organizational strategy

  • Weigh benefits against costs

  • Optimize the value of the portfolio

  • Balance risk within tolerable thresholds

  • Cross-cutting key performance measurement, direct performance towards shared targets

Roles and responsibilities
Roles and Responsibilities

Portfolio Management

Project Manager

  • Facilitate creation of a business case

  • Determine project objectives

  • Conduct accurate, comprehensive, reliable estimates of costs, benefits and risks

  • Execute according to standards within allowable performance targets

    Program Manager/Business Leader

  • Identify business transformation needs

  • Determine programmatic objectives

  • Manage strategic initiatives

  • Monitor and control to performance targets

  • Portfolio Manager

  • Actively analyze the ‘state’ of project performance

  • Communicate project alignment with strategic goals

  • Facilitate development and management of an optimized portfolio

  • Regularly reviews major investments, escalates issues and recommends action to the Governing Body

  • Governing Body/Investors

  • Set organizational strategy

  • Decide future of investments

  • Determine performance targets and allowable risk profile of the portfolio

  • Mitigate enterprise risk

Portfolio level performance management
Portfolio-level Performance Management

Portfolio Management


  • Articulates the contribution of inputs to outputs and outcomes

  • Identifies performance improvement opportunities that span traditional organizational boundaries

Case study
Case Study

Portfolio Management

Implementation challenges
Implementation Challenges

Portfolio Management

  • Timely, accessible measurement of cost, benefit, risk and performance data

  • Early warning systems

  • Trusting and using the data

  • Event driven decisions

  • Meaningful program/project reviews that create actions and decisions

  • Post implementation reviews

  • Shared agreement on organizational goals and objectives

  • Transition Planning that balances current and future needs

Target architectural outcomes
Target Architectural Outcomes

  • Enhanced governance and agency commitment

  • Aligned strategy with high value, measurable, timely performance commitments

  • Structured cross agency collaboration resulting in a modernization roadmap

  • Use of cloud-based IT Infrastructure (technology) services

  • Integration of platforms into agency transition strategies and investment proposals

  • Secure inter-operability reduces complexity and cost, improves performance, and is “baked in”

Types of segments
Types of Segments

  • Core Missions Segments

    • Interoperability and information sharing

  • Business Segments

    • Standard processes to support migration to cloud-based shared services

  • Enterprise Segments

    • Focus on standards, policies, and reference architectures

Shared modernization roadmaps
Shared Modernization Roadmaps

Strategic Planning



Strategic Planning









National information exchange model
National Information Exchange Model



The IEPD Lifecycle

Icam experience
ICAM Experience

  • Idea germinated last winter

  • Bottoms-up focus

    • HSPD-12, eAuth, Federal PKI Bridge, Cyber, FEA

    • Federal CIO Council, OMB, GSA, DOD leading

  • Two cycles of broad review (1200 comments)

  • Calendar (~9 months)

    • FSAM Steps 1 & 2 done by early Spring

    • Draft modernization roadmap reviewed with agencies in the Summer

    • Finalized in the Fall

  • Cost between $500K to 1M in contractor support, extensive working group and agency involvement.

Platform architecture next steps
Platform Architecture Next Steps

  • Plan of Action with Milestones (POAM)

    • By January 31st, 2010

  • Target and Gap on FASM Steps 1 & 2 (Governance, Scope & Strategy)

    • Inform the POAM

  • Training on FSAM, NIEM, &

  • Initiate establishment of an appropriate NIEM domain

  • Identify target high value business processes and information exchanges for FY 2012 cycle

  • Identify and integrate high value data sets into

Notional calendar
Notional Calendar

  • 2Q FY 2010

    • Finalize Plans, enhancement of governance, strategy alignment

    • Initial exchange data model, targeted business processes, exchanges

    • Develop Approach to coordination across Platforms under FEA

  • 3Q FY 2010

    • Draft an review modernization roadmap with agencies

    • Finalize IT Infrastructure strategy with Cloud Initiative

  • 4Q FY 2010

    • Finalize modernization roadmap with agencies

    • Finalize agency use commitments

    • Finalize target performance improvement commitments