 Proven Methods With increased specialization managers become deeply knowledgeable within their own areas of expertise but often do not have the time or resources to keep up to date with developments in other fields – even when these might be of immediate and significant value. The power of Investment Process Management is that it incorporates a wide range of proven business management and analytical methods from multiple specialties within an integrated set of tools that help institutional investors and fund managers to more effectively achieve their goals. |
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- The Balanced Scorecard
- Total Quality Management
- Capability Maturity Models
- Cluster Analysis
- Conjoint Analysis
It can be used to align day-to-day work with the organization's corporate mission and customer requirements, to manage and evaluate business strategy, to monitor operation efficiency improvements, to build organization capacity and to communicate progress.
Total Quality Management (TQM) is a management philosophy that seeks to integrate all organizational functions (marketing, finance, design, engineering, production, customer service, etc.) to focus on meeting customer needs and organizational objectives.
TQM originated in the 1950s and has become steadily more popular since the 1980s. Although originally applied to manufacturing operations, and for a number of years only used in that area, TQM is now becoming recognized as a generic management tool, just as applicable in service organizations.
A Capability Maturity Model® (CMM) is an organizational model that describes five evolutionary stages or levels at which an organization manages its processes. The Software Engineering Institute of Carnegie Mellon University originally developed this approach in the mid-1980s and this led to a global certification program for software development companies.
However, since 1991 capability maturity models have been developed for a myriad of disciplines. In March 2002 Carnegie Mellon published the 729-page Capability Maturity Model® Integration (CMMISM) Version 1.1 that describes an integrated framework to successfully address multiple disciplines including systems engineering, software engineering, integrated product and process development and supplier sourcing.
Cluster Analysis is the name given to a diverse collection of techniques that can be used to classify objects. The common purpose is to sort cases (people, objects, activities) into groups or clusters so that there is strong similarity among members of the same cluster and weak similarity among members of different clusters.
In the context of managing an investment portfolio, cluster analysis can provide powerful insights into the diversification of risk exposures and patterns of performance among investments both within and across asset classes.
Conjoint Analysis Conjoint Analysis delivers the best solution for decisions that require complicated, multi-dimensional trade-offs. It is a statistical technique that originated in psychometrics almost 35 years ago and in the intervening period it has become the most widely established market research method used to determine the design of new products and services.
The most recent application of this technique is to assist consumers in identifying the product or service that most closely matches their personal needs and preferences. Bdellium is extending this benefit to large organizations, bringing greater transparency, consistency and quality to corporate decision taking.