XChasm // The Intellectual Capital Exchange

Matching Your Needs with Peer Group Experience How is your organisation currently prioritising an investment portfolio across disparate Business Units? Would you like to learn and share with a peer group organisation currently investigating the development of a similar portfolio? One of Xchasms' clients, a globally recognised company employing over 60,000 people and receiving revenues in excess of $18bn, would like to Xchange ideas, experiences and best practice with Portfolio Managers responsible for the process and/or the development of investment recommendations to senior management (portfolio’s exceeding $500m). Our clients' UK Strategic Planning team are currently investigating the practicalities of implementing a corporate-wide investment prioritisation process in order to improve the way senior management allocates existing and new resources (people and budget) both across and within their businesses. Our client is interested in understanding how other blue chip organisations have approached this issue, the time taken to develop a portfolio of this type, how the required data is captured/presented and the resources/tools used to analyse, evaluate, communicate and prioritise the investments across disparate business units. Particular interest is expressed in engaging with companies who have/are: 1. Implemented a similar portfolio process 2. Change managed a Portfolio implementation across several businesses 3. Currently using Portfolio Management to prioritise Corporate Investments. Additional interest is expressed in companies who have implemented an investment portfolio by using: 1. A planning tool (e.g. Catalyze or Gensight) and how this was evaluated, implemented and the experiences gained using it. 2. Alternative means i.e. no tool. In return our client is prepared to Xchange the knowledge and experience gained and provide key insights into the following initiatives: 1. Global Strategic Planning Process 2. Business Development – Market Analysis and “Deep Dive” activities 3. Business Planning Tools (Best Practice) 4. Six Sigma implementations within a service / manufacturing organisation Xchasm are currently promoting this opportunity to peer group organisations and setting up introductory calls to identify mutual opportunities for our client to pursue. If you would like more information about this opportunity please let us know via the links at the bottom of this page.
Are these issues of interest to you or your colleagues and would your organisation benefit from learning how other large organisations are delivering Portfolio Investment initiatives? If you or one of your colleagues are keen to benchmark your organisation against other non-competing organisations in this highly topical area then this initiative should be of interest. Xchasm will be running inter company activities on this subject over the coming months, so simply let us know via the email link below if this is of interest to you (or one of your colleagues) and we will be in touch in due course to match your needs and requirements to our client's.
Example Industry(s)	Any	Ranking	Global 2000
Titles that will Benefit	General Managers, Corporate Strategists	Geographic Responsibility	Market, Region or Global
Background Experience	Investment Portfolio Management	Xchange Requirement	Investment Portfolio Process and Prioritisation