PROJ6005 - Sustainability in Project Portfolio and Program Management

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PROJ6005 - Sustainability in Project Portfolio
and Program Management
ASSESSMENT 2- Portfolio Management
Planning Report
Professor: Mkader
Name- Rahulkumar Mangukiya
ID- A00041095
Date- 25/07/2021
Table of Contents
1
Introduction.................................................................................................................................................3
Company’s overview...................................................................................................................................3
How the TATA group currently organize their portfolio..............................................................................4
Blue chip portfolio...................................................................................................................................4
Emerging opportunities portfolio............................................................................................................4
Consumption portfolio............................................................................................................................5
Performance of the current portfolio..........................................................................................................5
Tata Investment management PMS Investment Plans................................................................................6
Benefits of the current PMS plan................................................................................................................7
Challenges of the TATA’s PMS plan.............................................................................................................7
To use project portfolio management (PPM) recommended tools and techniques for better outcomes...8
Selection of tools and techniques............................................................................................................8
Control tools and techniques......................................................................................................................8
Tools and technology for evaluation.......................................................................................................9
Portfolio management problems Things...............................................................................................10
Conclusion.................................................................................................................................................10
Reference..................................................................................................................................................12
2
Introduction
Project Portfolio management (PPM)’s main goal is to ensure the suitable set of new innovative projects
and supported by the organization and make balance to company and management. In theory, portfolio
selection is simply to maximize profits based on available resources and schedules. The mathematical
method is well accepted for this. But as some authors have pointed out they are rarely used in practice.
Morris, P., & Pinto, J. K. (2007)
Aim of project portfolio management (PPM)
Increasing value of the portfolio
Make link with portfolio and strategy
Portfolio balance
Company’s overview
The Tata Group was founded in 1868 in Jamsedji Tata and is a worldwide company based in India,
consisting of thirty firms in ten vertical companies. The group has a purpose to improve the quality of
living of the communities in which we serve internationally by generating long-term stakeholder values
based on trust management in over 100 countries across six continents. Tata Sons is the main
investment holder and Tata firm developer. 66 percent of Tata Sons' equity capital is owned by
charitable trust companies, promoting education, healthcare, art and culture as well as livelihoods.
TATA. (n.d.). Tata Associates include, so are not limited to, Tata Chemicals, Tata Communication, Tata
Consultancy Services, Tata Consumer Products, Tata Elxsi, Tata Motors, Jamshedpur FC, Tanishq, Tata
Cliq, Tata Projects Limited, Tata Capital, Titan, Trent, TajAir, Vistara, Cromā and Tata Starbucks. TATA.
(n.d.).
3
How the TATA group currently organize their portfolio
Tata was offered multiple strategies for the investment to the client to obtain their aim and more
outcomes for that and also minimize the risk
Portfolio is created by own to customers
Detail analysis is only done by the long term investors
Every moment of the analysis of the investor’s portfolio at their good time
There are three strategies which is followed by the Tata group for their portfolio
1.Blue chip portfolio
2.Emerging opportunities portfolio
3.Consumption portfolio
Blue chip portfolio
This portfolio is generated to obtain capital investor’s goal and decreases the risk for the long term
investments. This portfolio is open ended types of the portfolio and also that types of the portfolio is
calculated against the regulations of the ‘BSR-SENSEX’.
Investment time of this portfolio is minimum 2 years. Investment limit for the single stock is 10% and for
the single sector is 30%.
Emerging opportunities portfolio
This portfolio is created for the long term investments and also respectively they have the higher risk in
the long term investments for achieve their goal. This portfolio is under the open ended type and their
performance measured under benchmark of ‘BSE-200’.
4
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