Lean Project Portfolio Management & Enterprise Architecture in Digital Products and Services Companies

 

https://scaledagileframework.com/lean-portfolio-management/

Lean Project Portfolio Management 

Lean Project PM provides an alignment and governance model for a specific portfolio. The portfolios  contains a of set projects - Development Projects that develop Value Streams (DVS) for a business domain in an Enterprise. Each DVS builds, supports, and maintains solutions that are systems  Operational Value Streams (OVS).  OVS delivers products or services to the enterprise’s external or internal Customers. Examples include developing an e-commerce website,  or developing and deploying a software application within an enterprise for internal customers.

Causal Links between Customer Feedback Tweets - Market Effects

 Mining Twitter data for causal links between tweets and real-world outcomes

Sunghoon Lim & Conrad S. Tucker

https://www.sciencedirect.com/science/article/pii/S2590188519300071

MS in Engineering & Technology Innovation Management - Carnegie Mellon University - Pittsburgh

 

https://engineering-innovation-management.cmu.edu/

MS in Engineering & Technology Innovation Management

Carnegie Mellon’s MS in ETIM degree program is cultivating next-generation, innovation leaders. It’s here that engineers and scientists are developing the specialized business skills, frameworks and technical acuity necessary to creating value, and ultimately capturing value from innovative technologies. Join an exceptional multi-disciplinary group of peers and professors who will help you shape the future.

Innovation is the combination of technology and commercialization to deliver new or improved products or services. Corporations utilize innovation to establish a competitive advantage and to differentiate in the marketplace.- Phillip Yu, PhD, Executive Director

LEAD SMART

Frameworks for Success

A problem well defined is a problem well on its way to being solved. In Carnegie Mellon’s ETIM program you’ll learn how strategic business and technology frameworks are used to respond to challenges, incubate ideas and commercialize them. You’ll develop the skills to recognize, assess and leverage the innovation ecosystems that tech businesses operate within today.

CAREER TRACKS

Analytics

Consulting

Entrepreneurship

Product Management

R&D Technology Management

Data Science - Bond Trading - Fixed Income Markets

Peter Simon

Managing Director, Financial Markets Data Science

Peter leads DataRobot’s financial markets data science practice and works closely with fintech, banking, and asset management clients on numerous high-ROI use cases for the DataRobot AI Platform.  

Prior to joining DataRobot, he gained twenty-five years’ experience in senior quantitative research, portfolio management, trading, risk management and data science roles at investment banks and asset managers including Morgan Stanley, Warburg Pincus, Goldman Sachs, Credit Suisse, Lansdowne Partners and Invesco, as well as spending several years as a partner at a start-up global equities hedge fund. Peter has an M.Sc. in Data Science from City, University of London, an MBA from Cranfield University School of Management, and a B.Sc. in Accounting and Financial Analysis from the University of Warwick.  His paper, “Hunting High and Low: Visualising Shifting Correlations in Financial Markets”, was published in the July 2018 issue of Computer Graphics Forum.

When Does Machine Learning Work Well in Financial Markets Blog 

A DATA SCIENTIST EXPLAINS: WHEN DOES MACHINE LEARNING WORK WELL IN FINANCIAL MARKETS?

January 17, 2023

by

Peter Simon

As a data scientist, one of the best things about working with DataRobot customers is the sheer variety of highly interesting questions that come up. Recently, a prospective customer asked me how I reconcile the fact that DataRobot has multiple very successful investment banks using DataRobot to enhance the P&L of their trading businesses with my comments that machine learning models aren’t always great at predicting financial asset prices. Peek into our conversation to learn when machine learning does—and doesn’t—work well in financial markets use cases.

https://www.datarobot.com/blog/a-data-scientist-explains-when-does-machine-learning-work-well-in-financial-markets/

Yield Book Analytics

Empowering financial markets with the best-in-class models, robust analytics, and related services.

Our brand is changing to LSEG Yield Book

As a trusted and authoritative source of fixed income analytics for more than 30 years, Yield Book offers an expanded set of capabilities that include market-leading data and cashflows modelling for in-depth security and portfolio analysis ranging from vanilla bonds to highly structured mortgages and complex derivatives for clients to comprehensively address their requirements. 

Why Yield Book?

Single source solution

Sophisticated analytics

Differentiating insights

Unrivalled flexibility

Regulatory alignment

Single Source Solution

Get access to the “golden source” of fixed income data, prices, indices, and analytics driven by Refinitiv’s Pricing and Reference data that underpins the construction of FTSE Russell indices. 

Industry-wide analytics solutions

Our market-leading models, derived analytics solutions and AI-powered workflows enable buy-side and sell-side customers to stay ahead of the competition. Our clients can access analytical solutions across the breadth of their business requirements, including:

Scenario aligned cashflows

Real-time user-specified parameters, such as curves 

Derived analytics solutions, such as SRI / FRTB analytics

Our solutions are underpinned by comprehensive asset class coverage, sophisticated market leading models, supported by world-class expertise in global financial markets. 

https://solutions.yieldbook.com/en

Machine learning-aided modeling of fixed income instruments

Daniel Martin, Barnabás Póczos

Machine Learning Department

Carnegie Mellon University

Pittsburgh, PA 15213

Burton Hollifield

Tepper School of Business

Carnegie Mellon University

Pittsburgh, PA 15213

https://www.ml.cmu.edu/research/dap-papers/f18/dap-martin-daniel.pdf

Supervised similarity learning for corporate bonds using

Random Forest proximities

Jerinsh Jeyapaulraj

2022

https://arxiv.org/pdf/2207.04368.pdf

BondGPT

2023

https://fortune.com/2023/06/13/bondgpt-artificial-intelligence-finance-bond-kings-bill-gross-jeffrey-gundlach/

PIMCO - UNDERSTANDING INVESTING in BONDS

https://europe.pimco.com/en-eu/resources/education/everything-you-need-to-know-about-bonds

data science in bond trading  - Google search interesting results

Handbook of Artificial Intelligence and Big Data Applications in Investments - CFA

 This book can be found at cfainstitute.org/ai-and-big-data

Download

Handbook of Artificial Intelligence and Big Data Applications in Investments  https://rpc.cfainstitute.org/en/research/foundation/2023/ai-and-big-data-in-investments-handbook

AI Pioneers in Investment Management

https://www.cfainstitute.org/-/media/documents/survey/AI-Pioneers-in-Investment-Management.ashx

Important Management Tools - 2013 Edition - Bain &Co. Compilation - Darrell K. Rigby - Book Information

Table of contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Balanced Scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Related topics:
• Management by Objectives
• Mission and Vision Statements
• Pay for Performance
• Strategic Balance Sheet
Benchmarking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Related topics:
• Best Demonstrated Practices
• Competitor Profi les
Big Data Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Related topics:
• Business Analytics
• Business Intelligence
• Data Mining
• Predictive Analytics
Business Process Reengineering. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Related topics:
• Cycle-Time Reduction
• Horizontal Organizations
• Overhead-Value Analysis
• Process Redesign
Change Management Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Related topics:
• Cultural Transformation
• Organizational Change
• Process Redesign
Complexity Reduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Related topics:
• Business Process Reengineering
• Decision Rights Tools
• Focused Strategy
• Repeatable Models
• Spans and Layersvii
Core Competencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Related topics:
• Core Capabilities
• Key Success Factors
Customer Relationship Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Related topics:
• Collaborative Commerce
• Customer Retention
• Customer Segmentation
• Customer Surveys
• Loyalty Management Tools
Customer Segmentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Related topics:
• Customer Surveys
• Market Segmentation
• One-to-One Marketing
Decision Rights Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Related topics:
• Governance Roles
• Job Descriptions
• Organization Design
Downsizing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Related topics:
• Layoffs
• Reengineering
• Rightsizing
Employee Engagement Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Related topics:
• Employee Satisfaction
• Empowerment
• Human Resource Management
• Organizational Commitment
Mergers and Acquisitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Related topics:
• Merger Integration Teams
• Strategic Alliances
Table of contents (continued)
Mission and Vision Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Related topics:
• Corporate Values Statements
• Cultural Transformation
• Strategic Planning
Open Innovation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Related topics:
• Collaborative Innovation
• Crowdsourcing
• New Product Development
• Open-Market Innovation
Outsourcing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Related topics:
• Collaborative Commerce
• Core Capabilities
• Offshoring
• Strategic Alliances
• Value-Chain Analysis
Price Optimization Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Related topics:
• Demand-Based Management
• Pricing Strategy
• Revenue Enhancement
Satisfaction and Loyalty Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Related topics:
• Customer and Employee Surveys
• Customer Loyalty and Retention
• Customer Relationship Management
• Net Promoter® Scores
• Revenue Enhancement
Scenario and Contingency Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Related topics:
• Crisis Management
• Disaster Recovery
• Groupthink
• Real-Options Analysis
• Simulation Models
Social Media Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Related topics:
• Blogs
• Multimedia Chat Rooms
• Online Communities
• Social Gaming Networks
Strategic Alliances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Related topics:
• Corporate Venturing
• Joint Ventures
• Value-Managed Relationships
• Virtual Organizations
Strategic Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Related topics:
• Core Competencies
• Mission and Vision Statements
• Scenario and Contingency Planning
Supply Chain Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Related topics:
• Borderless Corporation
• Collaborative Commerce
• Value-Chain Analysis
Total Quality Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Related topics:
• Continuous Improvement
• Malcolm Baldrige National Quality Award
• Quality Assurance
• Six Sigma
Zero-Based Budgeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Related topics:
• Activity-Based Budgeting
• Complexity Reduction
• Cost-Benefi t Analysis
• Performance Budgeting


YOu can Download the Book from Bain Website
http://www.bain.com/Images/MANAGEMENT_TOOLS_2013_An_Executives_guide.pdf

Table of contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Balanced Scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Related topics:
• Management by Objectives
• Mission and Vision Statements
• Pay for Performance
• Strategic Balance Sheet
Benchmarking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Related topics:
• Best Demonstrated Practices
• Competitor Profiles

Big Data Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Related topics:
• Business Analytics
• Business Intelligence

Business intelligence is a broad set of information technology (IT) solutions

that includes tools for gathering, analyzing, and reporting information to the

users about performance of the organization and its environment. These IT

solutions are among the most highly prioritized solutions for investment.

• Data Mining
• Predictive Analytics

Business Process Reengineering. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Related topics:
• Cycle-Time Reduction
• Horizontal Organizations
• Overhead-Value Analysis
• Process Redesign
Change Management Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Related topics:
• Cultural Transformation
• Organizational Change
• Process Redesign
Complexity Reduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Related topics:
• Business Process Reengineering
• Decision Rights Tools
• Focused Strategy
• Repeatable Models
• Spans and Layersvii
Core Competencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Related topics:
• Core Capabilities
• Key Success Factors
Customer Relationship Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Related topics:
• Collaborative Commerce
• Customer Retention
• Customer Segmentation
• Customer Surveys
• Loyalty Management Tools
Customer Segmentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Related topics:
• Customer Surveys
• Market Segmentation
• One-to-One Marketing
Decision Rights Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Related topics:
• Governance Roles
• Job Descriptions
• Organization Design
Downsizing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Related topics:
• Layoffs
• Reengineering
• Rightsizing
Employee Engagement Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Related topics:
• Employee Satisfaction
• Empowerment
• Human Resource Management
• Organizational Commitment
Mergers and Acquisitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Related topics:
• Merger Integration Teams
• Strategic Alliances
Table of contents (continued)
Mission and Vision Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Related topics:
• Corporate Values Statements
• Cultural Transformation
• Strategic Planning
Open Innovation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Related topics:
• Collaborative Innovation
• Crowdsourcing
• New Product Development
• Open-Market Innovation
Outsourcing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Related topics:
• Collaborative Commerce
• Core Capabilities
• Offshoring
• Strategic Alliances
• Value-Chain Analysis
Price Optimization Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Related topics:
• Demand-Based Management
• Pricing Strategy
• Revenue Enhancement
Satisfaction and Loyalty Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Related topics:
• Customer and Employee Surveys
• Customer Loyalty and Retention
• Customer Relationship Management
• Net Promoter® Scores
• Revenue Enhancement
Scenario and Contingency Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Related topics:
• Crisis Management
• Disaster Recovery
• Groupthink
• Real-Options Analysis
• Simulation Models
Social Media Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Related topics:
• Blogs
• Multimedia Chat Rooms
• Online Communities
• Social Gaming Networks
Strategic Alliances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Related topics:
• Corporate Venturing
• Joint Ventures
• Value-Managed Relationships
• Virtual Organizations
Strategic Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Related topics:
• Core Competencies
• Mission and Vision Statements
• Scenario and Contingency Planning
Supply Chain Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Related topics:
• Borderless Corporation
• Collaborative Commerce
• Value-Chain Analysis
Total Quality Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Related topics:
• Continuous Improvement
• Malcolm Baldrige National Quality Award
• Quality Assurance
• Six Sigma
Zero-Based Budgeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Related topics:
• Activity-Based Budgeting
• Complexity Reduction
• Cost-Benefi t Analysis
• Performance Budgeting

Ud. 16.11.2023

Pub. 5.12.2013