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portfolio-optimization

Business
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Optimize project portfolio selection under constraints using mathematical optimization

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Portfolio Optimization

Overview

The Portfolio Optimization skill applies mathematical optimization techniques to project portfolio selection and balancing. It maximizes portfolio value while respecting budget, resource, and strategic constraints, enabling data-driven investment decisions.

Capabilities

Optimization Methods

  • Apply constraint-based optimization (budget, resources)
  • Calculate efficient frontier for risk-return tradeoff
  • Support integer programming for project selection
  • Model dependency constraints between projects
  • Handle mutually exclusive project alternatives

Multi-Criteria Analysis

  • Support multi-criteria project scoring
  • Apply weighted scoring models
  • Perform pairwise comparison (AHP)
  • Normalize heterogeneous criteria
  • Calculate composite portfolio scores

Scenario Analysis

  • Perform scenario analysis on portfolio
  • Calculate portfolio-level NPV and risk
  • Identify project interdependencies
  • Generate what-if analysis for portfolio changes
  • Model constraint relaxation impacts

Portfolio Balancing

  • Support dynamic portfolio rebalancing
  • Optimize resource allocation across projects
  • Balance strategic alignment dimensions
  • Model risk diversification
  • Track portfolio composition metrics

Usage

Input Requirements

  • Project candidates with attributes
  • Scoring criteria and weights
  • Constraint definitions (budget, resources)
  • Strategic alignment factors
  • Project dependencies and exclusions

Output Deliverables

  • Optimized portfolio selection
  • Efficient frontier visualization
  • Constraint analysis report
  • Scenario comparison results
  • Portfolio balance scorecard

Example Use Cases

  1. Annual Planning: Optimize project selection for budget
  2. Portfolio Review: Rebalance in-flight portfolio
  3. Strategic Alignment: Maximize strategic value
  4. Resource Planning: Optimize under resource constraints

Process Integration

This skill integrates with the following processes:

  • portfolio-prioritization.js
  • Resource Planning and Allocation
  • benefits-realization.js
  • Business Case Development

Dependencies

  • Optimization algorithms (linear, integer programming)
  • Constraint solvers
  • Financial models
  • Visualization libraries

Related Skills

  • SK-009: NPV/IRR Calculator
  • SK-011: Benefits Tracking Dashboard
  • SK-019: Dependency Mapper