PROJ6005 - Sustainability in Project Portfolio Planning Report

This report, prepared for PROJ6005, focuses on sustainability in project portfolio and program management, using the Tata Group as a case study. It begins with an introduction to Project Portfolio Management (PPM) and its aims, including increasing portfolio value and aligning it with strategy. The report provides an overview of the Tata Group, detailing its organizational structure and investment strategies, including Blue Chip, Emerging Opportunities, and Consumption portfolios. It assesses the performance of the current portfolio and examines Tata Investment Management PMS Investment Plans, highlighting their benefits and challenges. The core of the report recommends PPM tools and techniques for better outcomes, covering selection and control tools, as well as technologies for evaluation. It addresses portfolio management problems and concludes with a summary of key findings and recommendations, emphasizing the importance of a well-entrenched PPM process for modern businesses. The report references several sources to support its analysis.

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
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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
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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.).
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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’.
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For this portfolio suggested minimum time period is 3 years for whom getting more outcomes. If they
want risk are under controlled so they have to only 10% in single stock and 30% for invest in single
sector or the their portfolio.
Consumption portfolio
In this portfolio the main aim of this strategy is capitalize complement for the long term investment and
give priority to equity and their related instruments for the investor to the fastest growing story of the
their economy. This investment style of the investment is strategy to invest for those which are can to
sustainable stakeholder and their value and to consume the opportunities. Also this strategy is open
ended types of the strategy and measured by the ‘S&P CNX Nifty’.
This particular portfolio has the minimum investment time is about 3 years and minimum invest in single
stock is 10% but for the entire portfolio or the single sector is 30%.
Performance of the current portfolio
The aim is to establish a leading diversified consumer goods firm. They also dedicate themselves to
excellence; their strengths lay in a strong knowledge of their consumers in India and on world
marketplaces, iconic leading brands and large customer reach. Innovations, strategic collaborations,
acquisitions and organic expansion have helped to increase Tata Consumer Products. Tata Starbucks
Limited, the firm has a joint venture with Starbucks.
Their long-term success strategies are based on sustainability. It is vital for all business as industry
leaders, to establish a business for the future that will significantly affect the lives of millions of people.
Sustainable waste supplies
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Source:TATA
Tata Investment management PMS Investment Plans
The firm must give the clients with bronze investment strategies for their investments. In bronze plans,
customers may spend between 25L-50L INR
The corporation sets forth the silver strategy for investments by consumers. The sum between 50L-1Cr
INR can be invested by customers. In the silver scheme
For consumers to invest, the Gold Plan is given by the firm. Customers are permitted to invest between
1Cr -5 Cr INR
The firm provides the platinum scheme for the investment of consumers. The Platinum Plan allows
customers to invest above 5 Cr INR
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Benefits of the current PMS plan
Tata Portfolio Management Investment Management is the most dependable and trusted service of the
company and its customers are recognized for providing exceptional services.
The firm offers investors the goods for a medium to long time in search of financial gain and input
generation. Customers can invest in stock, debt and other products of the money market. TATA. (2020,
December 5).
 Open communication in stakeholder management
 Tracking of ongoing portfolio
 The specialized connection manager for each services is managed
 Make sure continual risk-adjusted returns are difficult
 The comprehensive risk management platform for risk management is available
 Customized service to investment
Challenges of the TATA’s PMS plan
Too many projects running simultaneously in the Tata group which distracts or misleads the creation of
a portfolio. At the same time, one project manager is accountable for multiple projects which results in a
lack of focus and failure. Certain of them are indeterminate and few are not aim-oriented. Tata's
portfolio has this as a difficulty. Many of them have secondary aims relatively similar and are
implemented in a similar manner. But this removes the emphasis from the fundamental aim of any
Endeavour. Sometimes differentiated support may also be a battle for various projects. Sometimes the
nature of PPM is a difficulty, such as creating wealth for many projects. This may eventually confuse
project managers who oversee more than one project. This is called an insufficient financial location.
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To use project portfolio management (PPM) recommended tools and
techniques for better outcomes.
 Established common set of goal which need over time
In this tool to understand proper requirements, capabilities and exact goal to be achieve for the project
or the organization.
 Analytic process
 Data derive
 Understand main content of portfolio
Selection of tools and techniques
First we know baseline of the project and must understand the what is the actual needs of the project
for that organization after consider the baseline of the portfolio second step is maintain quality and
fulfill the needs of the project and derives the address of portfolio and including may change the funds
or the cost of the project it can may help in the customer’s understanding with including risk,
performance and time. (MITRE corporation. (2015, April 10).
The project portfolio management office (PMO) are honored in this process. Carefully, the structure
responsible for organizing operations based on economic and resource utilization. (for projects and
programs) and day-to-day operations and system management.
Control tools and techniques
This is more than technology than the commercial and programmatic elements of the complete
portfolio and its components are as essential as the technical aspects (including cost, acquisition
strategy, business models and risk). Defining portfolio options should involve considering how to
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purchase the option with regard to timing and costs. Typically, these system engineers assist and enable
acquisition groups to broaden and use this expertise at company and its portfolio levels with their plans
and techniques.
Set up a built-in master plan
With a life cycle perspective, major technical and programmatic interdependencies of portfolio
components should be reflected and synchronization and integration points should be focused. Systems
integration analyses by PMS systems engineers may be done to establish the time frame dependencies,
the consequences of slips, the capacity to synchronies with other initiatives and the time frame for
reassessing the portfolio.
Tools and technology for evaluation
Set portfolio results and monitor progress in appropriate metrics.
In part because metrics must represent consistent identification of results throughout the portfolio, they
are challenging to develop. But efficiency and efficacy are important to measure and follow up. Through
knowledge of the operational ideas, requirements, task performance, and assurance and the operational
as well as technological bargains for these demands, these system engineers may help to create the
measures.
Each investment, programmed or resource must identify its role and how it supports the
results/products of its portfolio. It is important to understand the cost and funding profile, efficiency,
speed of delivery and hazards of each component for its portfolio.
Portfolio management problems Things
Guidelines on disputing
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In portfolio management, various guidelines might be understood inside your programmed or portfolio.
These instructions may originate from several governing entities with conflicting and incoherent
directives which are difficult to apply to the evaluation of the portfolio. Know your portfolio and
programmed
Various categories
Multiple categories might describe the portfolio structure for numerous government
organizations/agencies. In general, a single taxonomy has not been taken or a strategy that allows
taxonomies to work effectively together to meet portfolio management objectives has not been created.
Conclusion
A number of measures have been taken to establish a functioning and sustainable PPM process.
Although the implementation strategy may vary dependent on the size or number/specific projects in
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the portfolio, the procedure stays basically the same. This means designing the process, engaging
suitable stakeholders and maturing it through several baby stages and several consensus-building
measures. Portfolio management is seen to be the main success technique for modern businesses. By
using the aforementioned techniques, the firm may offer trust to stakeholders. Additionally, the
adoption of technology allows the firm to cut the costs and reduce the payback period. The firm should
embrace a culture to promote portfolio management to enhance portfolio management by ensuring
that the process is thoroughly entrenched throughout the company. In order to avoid disruption of
project development, management should recognize the problems faced by the project management.
Amongst them are inadequate knowledge and comprehension, using inefficient tools and technologies.
It is therefore vital that managers agree on the most appropriate period and speed for the development
of projects.
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Reference
MITRE corporation. (2015, April 10). Portfolio management. The MITRE Corporation.
https://www.mitre.org/publications/systems-engineering-guide/enterprise-engineering/enterprise-
planning-and-management/portfolio-management
Torrens university. (n.d.). the standard for portfolio management. the standard for portfolio
management. https://doi.org/10.3403/30282976
Morris, P., & Pinto, J. K. (2007). The Wiley guide to project, program, and portfolio management. John
Wiley & Sons.
TATA. (n.d.). Tata consumer products | Business | Tata group. The Tata group. Leadership with Trust.
https://www.tata.com/business/tata-consumer
TATA. (2020, December 5). Tata investment management PMS – Review, strategies, returns, charges &
more. Top 10 stock brokers in India - Compare Top share broker of 2020.
https://top10stockbroker.com/portfolio-management-services/tata-asset-management-pms/
TATA. (n.d.). Business overview | Tata group. The Tata group. Leadership with Trust.
https://www.tata.com/business/overview
TATA investment corporation limited. (n.d.). Company profile – Tata investment Corporation Limited.
Tata Investment Corporation Limited. https://tatainvestment.com/company-profile/
BMF wealth. (n.d.). Wealth preservation and creation strategies. BMF Wealth.
https://bmfwealth.com/wealth-preservation-and-creation-strategies/?
gclid=EAIaIQobChMInInMtsP98QIVqYZLBR0ajgKDEAMYASAAEgL-IfD_BwE
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