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This presentation will examine a case study of a small portfolio of R&D assets in which decision-makers are faced with recommending one or other portfolio that best meets the temporal goals of the organization. Not surprisingly, based on the risk tolerance and preference of decision-makers as well as an explicit definition of what constitutes a ‘successful portfolio’, a truly dominant portfolio may not exist making it difficult, but certainly not impossible, for a portfolio decision to be rendered.
- Strategic intent.
- Risk tolerance and risk preference.
- Temporal goals.
- Resource allocation by TA/BU/sector.
- Discretionary and non-discretionary investments.
UNIVERSITY OF PENNSYLVANIA