Understand the full implications of investment decisions on future performance
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Goal-performance charts shows how a proposed portfolio (in red) compares to existing assets (light blue) and corporate goals (pink), along with the probability of achieving your goals in a given year (dark blue). Are corporate goals feasible? What is the probability of achieving goals in the coming years? What is the probability of achieving goals under a different price forecast? |
Reduce Investment Risk through Diversification with Efficient Frontier
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"Every possible asset combination can be plotted in risk-return space. For a given amount of risk, there is a combination offering the best possible return." H. Markowitz
Use Capital Planning to find the portfolios that lie on the 'Efficient Frontier'. Generate multiple optimal portfolio solutions that maximize corporate value, make most efficient use of resources, or minimize risk.
There are often tradeoffs between two dependent metrics, such as portfolio value and risk. Use the Scatter Chart to display the "efficient frontier" of potential portfolios that offer the optimal balance of value and risk. Portfolios plotted below the red line, meet corporate objectives but are not as "efficient" in terms of reward for the same amount of exposure as the ones above the line. |
Quickly assess how your investments are performing against corporate targets for various regions
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These indicators charts display the variance between actual production and cash flow against forecasts at a particular point in time. |
