Comparative analysis of two Portfolio Management methods: a case study in the food industry

Abstract

Portfolio Management is the centralized management of one or more portfolios, which includes identifying, prioritizing, authorizing, managing and controlling projects, programs and related work to achieve specific strategic business objectives. There are different methods and tools in the literature that can be applied to portfolio management. The objective in this paper is to analyze the same portfolio using the DEIN and PAMP methods for comparison purposes. One of the tools is based on scoring models, while the other is based on economic-financial models. The case study was performed in a small food company where the feasibility of the two methods was evaluated. The results indicated that the methods can be applied complementarily and, although they present different basis, they resulted in a comparable product portfolio.

Portfolio management; Scoring model; Economic-financial model