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This paper presents a combined method of ensemble learning and genetics to rebalance the corporate portfolio. The primary purpose of this paper is to determine the amount of investment in each of the shares of the listed company and the time of purchase, holding or sale of shares to maximize total return and reduce investment risk.

To achieve the goals of the problem, a two-level combined intelligent method, such as a support vector machine, decision tree, network Bayesian, k-nearest neighbors and multilayer perceptron neural network as heterogeneous basic models of ensemble learning in the first level, was applied. Then, the majority vote method (weighted average) in the second stage as the final model of learning was collectively used. Therefore, the data collected from 208 listed companies active in the Tehran stock exchange (http://tsetmc.com) from 2011 to 2015 have been used to teach the data. For testing and analysis, the data of the same companies between 2016 and 2020 have been used.

The results showed that the method of combined ensemble learning and genetics has the highest total stock portfolio yield of 114.12%, with a risk of 0.905%. Also, by examining the rate of return on capital, it was observed that the proposed method has the highest average rate of return on investment of 110.64%. As a result, the proposed method leads to higher returns with lower risk than the purchase and maintenance method for fund managers and companies and predicts market trends.

In the forthcoming research, there were no limitations to obtain research data were easily extracted from the site of Tehran Stock Exchange Technology Management Company and Rahvard Novin software, and simulation was performed in MATLAB software.

In this paper, using combined machine learning methods, companies’ stock prices are predicted and stock portfolio optimization is optimized. As companies and private organizations are trying to increase their rate of return, so they need a way to predict stock prices based on specific indicators. It turned out that this algorithm has the highest stock portfolio return with reasonable investment risk, and therefore, investors, portfolio managers and market timers can be used this method to optimize the stock portfolio.

The homogeneous and heterogeneous two-level hybrid model presented in the research can be used to predict market trends by market timers and fund managers. Also, adjusting the portfolio with this method has a much higher return than the return on buying and holding, and with controlled risk, it increases the security of investors’ capital, and investors invest their capital in the funds more safely. And will achieve their expected returns. As a result, the psychological security gained from using this method for portfolio arrangement will eventually lead to the growth of the capital market.

This paper tries to present the best combination of stock portfolios of active companies of the Tehran Stock Exchange by using the two-level combined intelligent method and genetic algorithm.

The purpose of this paper is to examine the implementation of IT portfolio management (IT PoM) and develop a framework guided by adaptive structuration theory to describe the key structures, features, and appropriation steps needed to effectively manage IT investments and assets.

Using a longitudinal case study approach, data were collected over an eight-month period from a US Fortune 500 company during its IT PoM implementation effort.

The case analysis highlights three major IT PoM features appropriated by the organization: creating the portfolio; assessing and analyzing the portfolio characteristics based on risk, benefits, alignment, criticality, and cost; and balancing decisions to start projects or terminate under-performing IT assets such as servers and applications. The spirit of IT PoM was interpreted differently by different stakeholders (data providers, business units, and IT PoM team) leading to resistance to implementation. The case data underscores the importance of establishing a governance steering committee and new internal structures to help push the balancing decisions across the organization.

The results are useful in developing guidelines and strategies to achieve successful implementation of IT PoM and to highlight critical factors that practitioners need to pay close attention to during an IT PoM implementation.

This study represents one of the first attempts to describe a detailed IT PoM implementation process and how IT PoM appropriation process can lead to improved decision making within the organization.

Portfolios of temporary organisations, particularly portfolios of R&D projects with different project partners, are a common yet understudied phenomenon. We know that these portfolios suffer from tensions inherent in project portfolio ambidexterity (e.g. portfolios balancing R&D projects with new and recurrent partners), yet our understanding of what might lessen these tensions remains limited. This study introduces the idea of project portfolio maturity and theorises how it can mitigate the negative effects of ambidextrous project portfolios. We test our hypotheses by combining proprietary survey and archival data on 136 R&D project portfolios in the German biotechnology industry covering project partnerships with both new and recurrent partners. Our results show that ambidextrous project portfolios hamper firm performance and that portfolio maturity mitigates these negative effects. By introducing a new perspective on project portfolios that accounts for overlooked temporal dimensions, this study provides a new contingency that has the potential to ease the tensions that result from projects with new and recurrent partners. We thereby add to the literatures on temporary organising, project portfolios, and ambidexterity.

Few would argue with the notion that innovation is an investment in the future. The complexity of innovation decisions can be squarely confronted with the use of the portfolio concept by general managers at the division level. When applied at this level, portfolio strategy can be instrumental in achieving broader objectives and economic wealth despite the drawbacks of uncertainty, expense, and inefficiency that are sometimes associated with innovation.

This study aims to ascertain whether technological diversification (TD) enhances firm performance and explores the effect of patent portfolio balancing (PPB) on firm financial performance and the moderating role of research and development (R&D) intensity.

This study empirically investigates a panel dataset based on 296 information and communications technology (ICT) small and medium-sized enterprises (SMEs) over 5 years, using a fixed-effects panel regression with time-lagged and moderating effects. Data are collected from a government survey and a firm and patent database.

The relationship between PPB and return on assets (ROA) is negative, indicating that TD in SMEs adversely affects firm performance. R&D intensity positively moderates the relationship between PPB and ROA, implying that follow-up R&D after creating new patents could weaken the negative relationship between TD and firm performance. This moderating effect only occurs when R&D intensity is sufficiently high, suggesting that high R&D firms could be more successful at diversification.

As TD consumes many resources, managers should set the optimal level of diversification and recognise the need for follow-up R&D for successful diversification.

This study conceptualises a unique theoretical framework for the PPB of ICT SMEs, revealing the moderating role of R&D intensity in changing the negative influence of PPB on firm performance.

The purpose of this paper is to provide a management tool to maximise the effective time-to-market of a portfolio given the competitive monitoring activities.

From the constant monitoring of competition and market needs, it is proposed to define a time-to-need, time when the market may consume the product under development and competitor will not provide a solution before. This time-to-need is proposed to be defined by an expert committee in a periodical meeting of the portfolio. Once it is identified the time-to-need and the time-to-market (project management), it is possible to manage resources in order to maximise the portfolio outputs.

The application of the mentioned approach in an automotive industry showed improvements on number of launched new products per year (double) and on number of patented product launched (four times more).

This approach applies on projects of medium to long term (more than two years) because the resource management can consume set up time. The presented results in this work were based in a single case, which can limit the expected results of the application of this methodology.

This approach enables a constant alignment among experts and a better deployment of resources.

This work provides a practical tool to promote better resource allocation in a portfolio. It can also be an enabler of innovation projects once it finds resources potential to fund the more front end work.

This paper aims to review the latest management developments across the globe and pinpoint practical implications from cutting-edge research and case studies.

This briefing is prepared by an independent writer who adds their own impartial comments and places the articles in context.

Firms can optimize innovation outcomes by creating portfolios containing both exploitation and exploration projects. Development of ambidexterity capabilities helps attainment of such aims as companies will be more able to manage the inherent paradoxes of an integrated portfolio and the need to balance formality and flexibility in the approach.

The briefing saves busy executives, strategists and researchers hours of reading time by selecting only the very best, most pertinent information and presenting it in a condensed and easy-to-digest format.

The purpose of this paper is to demonstrate that there is not just a single project portfolio operating within an organisation, but instead there are multiple portfolios.

This paper follows a case study methodology, utilising secondary sources in the form of publically available reports.

The authors offer a definition of whole of enterprise portfolio management and suggest that this conceptual tool will allow an organisation to control programs and portfolios, particularly, where organizations adapt to emergent situations.

This paper is supported through a single case study using secondary data only. Whilst this provides an illustrated example to support a theoretical model, further empirical research is required to determine its applicability in other sectors and organisational contexts.

This paper provides a whole of enterprise portfolio model in the utilities sector and can be applied to many organisations. It also provides a basis for further research.

This paper provides a new perspective on portfolio management, suggesting that the organisation consists of many portfolios that need to be managed in an integrative manner, rather than just the project portfolio be examined and managed in isolation.

While downsizing was the rage in the first part of this decade, it is becoming increasingly clear that in the 21st century companies won't be able to cut their way to profitability. Cost cutting alone only saves money; it doesn't build a business. Unless cost savings are reinvested in the business, there can be no real, sustainable growth. Operations and capabilities pared to the bone rarely can respond to market opportunities, and so are vulnerable to competitors who can. In addition, costs must be reduced in a systematic and strategic way, with the focus on designing or redesigning processes for cost management.