Portfolio Scenarios › Scenario Constraints › Include and Exclude Scenario Investments

Include and Exclude Scenario Investments

You can define the rules for which investments must be included or excluded from the portfolio scenario. You can and add and alter scenario investments.

Portfolio optimization allows you to look at your list of potential portfolio investments for the current funding cycle and role capacity. Then decide about which investments to fund to drive value to your organization. The goal is to find the best mix of investments that create the greatest possible risk-adjusted value without exceeding the applicable constraint on available resources. Use scenario optimization to help you decide without having to guess which investments to include in your portfolio scenario.

You can have a scenario generation algorithm applied that creates subsets of investments and displays them graphically to allow you to find the optimal portfolio. Algorithms are flexible; they allow you to specify the optimal mix of scenario traits for your company.