Advanced Modeling and Analysis Software for Portfolio Managers

Multivariate Graphics

GenSight® can plot all the elements in a portfolio simultaneously using six different business criteria (X and Y axes, bubble size, pie charting, color, inner bubble). This enables users to quickly assimilate large amounts of data with clarity, precision and holistic insight.

3D Portfolio Bubble Charts

GenSight® generates three dimensional bubble charts featuring interactive drill down, rotation, zoom and animation. The spatial representation communicates complex portfolio structures in a natural visual manner.

Timeline Animation

GenSight® can track and forecast portfolios over time (past, present and future).

Portfolios can be displayed as a snapshot at any point in time, or as multiple snapshots overlaid together, or as a continuously moving animation that shows the portfolio changing over time.

Scenario Morphing

GenSight® can perform graphical morphing of a portfolio to show the differences between scenarios. This form of visual transformation highlights the elements that change due to modified (i.e. “what if”) criteria or conditions.

Visual Overlays

GenSight® supports simultaneous displays of different data views within a chart including filtered selections, projected vs. actual performance, different scenarios or “what-if”’ assumptions.

Flexible Scaling Options

GenSight® supports a range of both automatic and manual linear and logarithmic scaling options in order to display portfolios with clear visual differentiation of portfolio elements.

Wide Range of Presentation Options

GenSight® provides an extensive gallery of traditional charts including bar, line, pie, donut, polar, stacked, area, surface in numerous 2D and 3D styles.

Compatibility with Third-Party Products

GenSight® supports data export to third-party presentation software products including Microsoft PowerPoint or as a metafile object.

Hierarchical

Maintains up to seven levels of parent-child relationship between business elements.

Multi-Level Aggregation

GenSight® uses the hierarchy to compute summarized portfolio metrics at each level. Aggregation algorithms support sum, average and weighted average methods to suit different criteria and configurations. For example, the system can calculate the overall risk of a portfolio from the average risk of each portfolio element weighted by investment level.

Multi-Dimensional Aggregation

GenSight® can filter, aggregate and present multi-dimensional data. The system supports dynamic “slice and dice” aggregation with real time calculations that enable the user to interactively analyze the portfolio and explore the effects of “what-if” assumptions.

Interlinked Portfolios

Criteria can be connected between portfolios. Analytics from one portfolio can be cross-referenced and used in another. For example, a profitability measure in a product portfolio can be linked into a research project portfolio to update the priority of projects in the most profitable product areas.

Intelligent Data Management

A highly optimized memory-resident cache provides fast access to multi-dimensional data held in a relational database. This data management technology further optimizes efficiency by performing calculations in real time while data is being stored or retrieved.

Relative Importance Weights

GenSight® supports pair-wise comparison of decision criteria to establish the weighting of each criterion within a scorecard.

Data Normalization

Disparate financial/quantitative measures can be normalized to a comparable scale. Mathematical functions supported include S-curve, concave, convex, linear, bell curve and step functions. Normalization is supported through interactive graphical adjustment of parameters including curve shape, steepness and range.

Qualitative Information Evaluation

The system can generate normalized quantitative values by utilizing structured multiple choice questions.

Fuzzy Logic

The system provides expert system functionality based on fuzzy logic algorithms to classify a set of criteria in combination to produce an overall classification.

Scorecard Hierarchy

The system supports scorecards within scorecards to manage the complexity of a large number of criteria.

Additive and Multiplicative Weighted Calculations

Scorecards can include a mix of weighted addition and weighted multiplication of criteria.

Stage and Gate Support

The system has the ability use different scorecard criteria and weights according to project stage, type, technology, etc.

Time-Series Modeling

GenSight® supports historic and future data points including interpolation, growth forecasting and time-shift calculations.

Multi-Dimensional Calculations

Business modeling functions can be configured to operate across multiple dimensions, including within and between portfolios. Unlike standard spreadsheets, a single formula in GenSight® can generate a multi-dimensional array of data points.

Relative Ranking

The system can rate each portfolio element against other elements in a given dimension. This is based on a configurable set of rules and business criteria (for example relative market share calculations in strategic market modeling).

Scenario Planning

GenSight® supports the definition of base and alternative scenarios with differing assumptions on portfolio elements and business criteria. This enables users to test and compare different strategies, and to assess the implications of uncertainty.

Holistic Calculations

GenSight® can structure and analyze the network of relationships that exist between elements in a portfolio. It can compute the overall contribution that each element brings to the portfolio including indirect effects through interdependencies. For example, in a project portfolio, a low value project that is required to support several high value projects can have its value appropriately increased.