METHODS AND SYSTEMS FOR RATIONALIZING A NON-FINANCIAL PORTFOLIO

• US 20110066570A1
• Filed: 09/15/2009
• Published: 03/17/2011
• Est. Priority Date: 09/15/2009
• Status: Abandoned Application

• Current Assignee: Aaron Winters, Brian Kolo
• Original Assignee: Aaron Winters, Brian Kolo
• Inventors: Winters, Aaron, Kolo, Brian
• Application Number:
  US12/560,365
• Publication Number:
  US 20110066570A1
• Time in Patent Office: Days
• US Class Current: 705/36.R
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

The invention is to system and methods to rationalizing a portfolio.

Claims

1. A method of rationalizing a non-financial portfolio which comprises the steps of:

generating a Valuation Model as a result of one or more processes of a Valuation Phase wherein said Valuation Model does not include the market value of the asset, or includes the market value and at least one additional non-financial value;

generating an Investment Model as a result of one or more processes of a Investment Phase;

generating a System Model as a result of one or more processes of a System Phase;

generating a Portfolio Model as a result of one or more processes of a Portfolio Phase;

generating a Rationalization Model as a result of one or more processes of the Portfolio Phase;

wherein said Valuation Model, Investment Model, System Model, Portfolio Model and the Rationalization Model are used to produce a transformation plan report.

2. The method of claim 1, wherein said generating a Valuation Model comprises one or more processes selected from the following process groups:

a. Data Analysis

b. Category Analysis

c. Valuation Model Analysis

d. Valuation Risk Analysis and

e. Mapping Analysis.

3. The method of claim 1, wherein said generating an Investment Model comprises one or more processes selected from the following process groups:

a. Quality Analysis

b. Impact Analysis

c. Capability Analysis

d. Maturity Analysis

e. Investment Model Analysis and

f. Investment Risk Analysis

4. The method of claim 1, wherein said generating a System Model comprises one or more processes selected from the following process groups:

a. System Cost Analysis;

b. System Model Analysis;

c. System Risk Analysis and

d. System Return Analysis.

5. The method of claim 1, wherein said generating a Portfolio Model comprises one or more processes selected from the following process groups:

a. Compliance Analysis;

b. Portfolio Risk Analysis

c. Portfolio Cost Analysis;

d. Portfolio Return Analysis; and

e. Portfolio Model Analysis.

6. The method of claim 1, wherein said generating a Rationalization Model comprises one or more processes selected from the following process groups:

a. Obsolescence Analysis;

b. Redundancy Analysis;

c. Merger Analysis;

d. Reuse Analysis;

e. Gap Analysis;

f. Division Analysis; and

g. Rationalization Model Analysis.